Free audit, $0

Find out which vendors have no current insurance on file.

Send us your vendor list once. We request current documents from each vendor and, about 7 days later, send you a one-page report. You approve the exact email before anything goes out.

What you get
SAMPLE REPORT
SAMPLE
12of 40 vendors have no current certificate
Delgado Plumbing & Drain, no certificate on file
Hartwell Electric, certificate expired
Northline HVAC, certificate expires 27 Oct
  • Who has a current certificate of insurance
  • Who is missing or expired
  • Who expires in the next 60 days
See the full sample report
How it works

Example dates, if you send your list today.

1
Fri, Oct 9

You send your vendor list

Paste it in or upload a CSV. Name, email and trade are enough.

2
Mon, Oct 12

You approve the exact email

We show you the email word for word. Once you approve it, we send it to each vendor one time.

3
Fri, Oct 16

Your one-page report arrives

Who is current, who is missing or expired, and who expires in the next 60 days.

Nothing is sent until you approve.

You see the exact email first, word for word. If you do not approve it, no vendor hears from us.

What your vendors receive
To: Northside Plumbing <office@example.com>
Subject: Insurance paperwork request from Maple Row Property ManagementSAMPLE

Hello, Maple Row Property Management is updating its vendor files. Please send these documents by Oct 21:

  • Certificate of insurance (COI)General liability, $1,000,000 minimum. Maple Row Property Management listed as additional insured.
  • W-9Current and signed.
Upload documents

Upload from your phone. No account to create.

Sent by Onfile on behalf of Maple Row Property Management.

Example email. Yours uses your company name and your insurance minimums.

Get my free audit

Takes a few minutes. No credit card.

Download a CSV template

Free. No credit card. No sales call.

Nothing is sent until you approve.

You see the exact email first, word for word. If you do not approve it, no vendor hears from us.

What your vendors receive
To: Northside Plumbing <office@example.com>
Subject: Insurance paperwork request from Maple Row Property ManagementSAMPLE

Hello, Maple Row Property Management is updating its vendor files. Please send these documents by Oct 21:

  • Certificate of insurance (COI)General liability, $1,000,000 minimum. Maple Row Property Management listed as additional insured.
  • W-9Current and signed.
Upload documents

Upload from your phone. No account to create.

Sent by Onfile on behalf of Maple Row Property Management.

Example email. Yours uses your company name and your insurance minimums.