For general contractors and builders
Check subcontractor coverage before mobilization.
Keep project insurance rules, subcontractor documents, review decisions, and renewals in the same workflow.
Free to use · Provided by WithCoverage · Setup in under 5 minutes
12 selected — missing, expired, or expiring
Summit Steel Works
Structural steel
No certificate
Horizon Plumbing
Plumbing
No certificate
Cascade Drywall
Drywall
Expired Jun 30
Atlas Elevator Service
Elevators
Expiring Aug 22
8 more need a request on this project.
Follow-ups continue automatically until each company responds.
- Project-specific requirement packages
- Roster-wide requests and status views
- Procore project and vendor import with insurance status writeback
In short
Subcontractor COI tracking connects each subcontractor with the insurance requirements for the project, collects the certificate and supporting documents, records whether the evidence meets those rules, and monitors expiration throughout the work. It should make missing items visible before mobilization, not after an incident.
01
Set the rules before requesting files
Start with the insurance exhibit or subcontract. Checkmate can turn an uploaded requirement document into a checklist that your team reviews before assigning it.
The project then carries the approved requirements for every subcontractor assigned to it.
02
Collect the full project file
A secure link lets each subcontractor see what is needed and upload without an account. The same request can include insurance and non-insurance documents.
- Certificate of insurance and endorsements
- W-9
- Contractor license
- Payment or performance bond
- Experience modification rate letter
- OSHA 300A summary
03
Keep field and office teams aligned
The project roster shows who meets the requirements, who is approaching expiration, and who needs attention. Reviewers retain the detailed evidence behind that status.
For connected Procore accounts, Checkmate imports projects and vendors and writes insurance status back to Project Vendor Insurance. It does not move financial data.
Questions teams ask
Can subcontractors upload without logging in?
Yes. Each subcontractor receives a secure link scoped to its project request.
Does Checkmate replace the project team's approval?
No. Checkmate reports findings. The authorized project or compliance reviewer approves or asks for changes.
What does the Procore connection do?
It imports projects and vendors and writes insurance status back to Project Vendor Insurance. It does not access or change financial records.
Related workflows
Sources: ACORD Forms, ACORD · Project Vendor Insurance, Procore Support