Know who is ready to work. Before they reach the jobsite.
Checkmate collects subcontractor documents, checks them against your project rules, and shows what is missing.
- Subs upload from a secure link — no account needed
- See missing limits, dates, and policy wording
- Catch expired coverage before work starts
Free to use · No credit card · Setup in under 5 minutes
Compliant
Expiring
Compliant
Action needed
Document check
See exactly what Checkmate found
Checkmate shows its findings beside the documents. Your team makes the final decision.
Summit Steel Works
Standard Subcontractor
Check needed
General Liability
$1M occurrence · $2M aggregate
Found
Additional Insured
Blanket wording found in attached endorsement
Found
Waiver of Subrogation
Required wording was not confirmed
Needs fixing
Policy expiration
Valid through Jun 30, 2027
Check needed
The problem
A certificate does not always prove the coverage you need
Important details may be on the certificate, an endorsement page, or the full policy. Checkmate checks the documents together and shows your team what it found.
A checked box does not always prove the policy includes the wording your contract requires.
Required wording may be on a separate page that is easy to overlook.
A new certificate still needs to match the right project rules.
Features
Clear answers your team can check
Checkmate checks each document, explains what it found, and keeps your team in control of the final decision.
Check each project’s rules
Set the insurance limits and policy wording each project needs. Checkmate checks every subcontractor against the right rules.
Check the policy wording
Checkmate looks beyond the certificate for additional insured, waiver, primary wording, and other required policy terms.
Build requirements from a contract
Upload an insurance exhibit. Checkmate turns it into a reusable checklist for your projects.
More than certificates
Collect W-9s, contractor licenses, bonds, EMR letters, and OSHA 300A summaries in the same request, checked against the same project rules.
Works with Procore
Import your Procore projects and vendors, then write compliance status back to Project Vendor Insurance. Insurance records only — no financial data.
Low-friction collection
Subcontractors upload through a secure project link without creating an account, while your team keeps a complete submission history.
Your team makes the final call
Review the documents, project rules, and anything Checkmate could not confirm before you approve or ask for changes.
Renewal follow-up
Scheduled reminders follow up before and after expiration, and project rosters show who is compliant, pending review, or missing coverage.
How it works
Up and running in minutes
Keep project rules, documents, findings, and decisions together from the first request through renewal.
Set the project rules
Choose a template, enter the rules yourself, or upload a contract for Checkmate to read.
Collect the documents
Send a secure link. Subcontractors upload documents without creating an account.
See what meets the rules
Checkmate checks limits, dates, and policy wording, then explains what is missing.
Approve and monitor
Your team makes the final decision, keeps the evidence and review history together, and follows renewals from the project roster.
Ready to eliminate COI chaos?
Give your team one place to collect documents, verify project requirements, and make informed compliance decisions.
Free to use · No credit card · Setup in under 5 minutes