Vendor COI deficiency review

What you get

• Document review and deficiency tracking only.
• No insurance or coverage advice is provided.
• You keep final submission and vendor follow-up control.

Why this gets messy

COIs, endorsements, and requirement notes often come from different sources and do not line up neatly.

• Vendor records can be scattered across inboxes and shared drives
• Missing endorsements or expirations are hard to spot in a large folder
• A review packet helps your team follow up consistently

Who this is for

Small general contractors and vendor-heavy businesses heading into onboarding, renewal season, project review, or inherited-folder cleanup.

What you send

Upload the vendor list, insurance requirements, and the documents you want reviewed together.

• Vendor or subcontractor list
• COIs
• Contract insurance requirements
• Endorsement pages
• Expiration or renewal records

What you get back

A deficiency packet with notes on what appears missing or unclear for your review.

• Vendor-by-vendor COI deficiency matrix
• Organized vendor support folder
• Missing COI and endorsement list
• Expired document list
• Apparent requirement mismatch notes

How it works

• Upload the vendor documents and requirement list.
• We organize the records and flag apparent gaps or mismatches.
• You review the packet and handle final follow-up.

Scope

• Document review and deficiency tracking only.
• Review is based on the documents and requirements the customer provides.
• No insurance, legal, coverage, risk-management, broker, or compliance advice.
• No determination that coverage is valid, adequate, acceptable, eligible, approved, or compliant for any contract, project, owner, lender, carrier, or authority.
• Customer remains responsible for final submissions, vendor follow-up, insurance decisions, and vendor compliance decisions.

FAQ