Start with the contract.
Use the commercial contractor benchmark, or build a custom template on Pro and Business to reflect your contract requirements.
COI tracking for general contractors
Know what’s missing before work begins.
Compare subcontractor certificates with your contract requirements. Put limits, endorsement pages, and renewal dates in view before paperwork slows the project down.
A clearer picture of the project.
Northline Electrical
Criteria MatchedRiverside Renovation
Apex Plumbing
Discrepancy DetectedRiverside Renovation
Summit Framing
Criteria MatchedCedar Buildout
Illustrative workflow · Sample data
From first request to the next renewal.
Screen the subcontractor’s documents.
Compare policy limits, dates, and attached endorsement pages with the selected template. Review the specific discrepancies and page references.
Give the broker a clear next step.
Request the missing information through a broker revision email or the vendor’s direct link. Keep updated documents and results connected.
Your requirements, in black and white.
Start with a built-in benchmark. Pro and Business let you tailor limits, endorsement forms, and entity names to the work you manage.
| Coverage | Starting requirement |
|---|---|
| Commercial General Liability | $2,000,000 Each Occurrence / $4,000,000 General Aggregate / $4,000,000 Products-Completed Operations (occurrence form required; active Umbrella/Excess stacks automatically) |
| Automobile Liability | $1,000,000 Combined Single Limit covering Any Auto (or Owned, Hired, and Non-Owned) |
| Workers’ Compensation | Statutory limits with $1,000,000 Employer’s Liability across all three lines |
| Endorsements | CG 20 10 (ongoing operations) and CG 20 37 (completed operations) endorsement pages attached, Primary & Non-Contributory wording, Waiver of Subrogation on GL, Auto, and WC, plus a signed W-9 |
A starting benchmark, not a substitute for your contract or professional advice.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.