Beyond certificates of insurance
Track the complete compliance file in one request.
Use the same collection, review, monitoring, and evidence-reuse workflow for insurance, tax, licensing, bond, and safety documents.
Free to use · Provided by WithCoverage · Setup in under 5 minutes
Certificate of insurance
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Key facts found
Checked against the coverage minimums on this project.
A complete compliance file, ready for review.
- One request for multiple document kinds
- Document-specific requirements and dates
- Reusable approved evidence with a complete history
In short
Compliance document tracking brings the records required for a vendor, subcontractor, or tenant relationship into one workflow. Each document—such as a COI, W-9, license, bond, EMR letter, or OSHA 300A summary—keeps its own requirement, extracted details, review result, dates, and supporting evidence.
01
Ask once for the documents you need
Scattered requests create scattered records. Checkmate lets a project or building request insurance and supporting compliance documents through one secure submitter workspace.
The request remains scoped to one company and relationship so the submitter sees only the applicable items.
02
Review each document on its own terms
A W-9 does not have the same checks as a contractor license or bond. Checkmate classifies the upload and applies the requirement fields relevant to that document kind.
- Taxpayer name and classification on W-9s
- License jurisdiction, number, and expiration
- Bond amount, obligee, and term
- Experience modification rate and effective period
- OSHA 300A establishment and reporting-year details
03
Keep sensitive decisions reviewable
Automated findings remain advisory. A person reviews the document and decides whether it satisfies the organization's requirement.
The final record shows the requirement, file, extracted information, finding, and decision instead of reducing the process to a single unexplained status.
Questions teams ask
Which documents can Checkmate request?
Checkmate supports certificates and endorsements, W-9s, licenses, bonds, experience modification rate letters, and OSHA 300A summaries.
Are OSHA 300A requirements the same for every company?
No. OSHA recordkeeping and electronic-submission duties depend on factors such as establishment size, industry, and jurisdiction. Organizations should define when the document is required.
Can one approved document satisfy another request?
Yes, when it is still current and its reviewed details meet the new relationship's requirements.
Related workflows
Sources: About Form W-9, Internal Revenue Service · OSHA injury and illness recordkeeping resources, Occupational Safety and Health Administration