SAMPLE
Vendor insurance audit
Prepared for Maple Row Property Management, a fictional firm. Requests sent Oct 7, 2026. Report date Oct 14, 2026.
40vendors reviewed
12no current certificate: 7 missing, 5 expired
5expiring in 60 days
23current
VendorTradeStatusDateAlso needed
Delgado Plumbing & Drain, no certificate on filePlumbingW-9, license
Larkin Locksmith, no certificate on fileLocksmithW-9
Cedar Ridge HVAC, no certificate on fileHVACW-9
Greenline Landscaping, no certificate on fileLandscapingnone
Summit Roofing Co., no certificate on fileRoofinglicense
Pioneer Pest Control, no certificate on filePest controlW-9
Northside Plumbing, no certificate on filePlumbingW-9, license
Hartwell Electric, certificate expired Aug 14Electricalnone
Bluebird Appliance Repair, certificate expired Jul 30Appliance repairnone
Lakeview Carpet Care, certificate expired Aug 29Carpet cleaningnone
Redwood Painting, certificate expired Sep 2PaintingW-9
Ironclad Fence & Gate, certificate expired Sep 21Fencinglicense
Keystone Drywall, certificate expiring Oct 24Drywallnone
Northline HVAC, certificate expiring Oct 27HVACnone
Birchwood Glass, certificate expiring Oct 31GlassW-9
Oakline Garage Doors, certificate expiring Nov 8Garage doorsnone
Clearwater Pool Service, certificate expiring Nov 19Pool servicenone
23 more vendors have a current certificate. Listed in the full report.
What we recommend
- 1Pause new work orders for the 12 vendors with no current certificate until they send one.
- 2Ask the 5 expiring vendors for renewals now, so there is no gap in coverage.
- 3Ask every vendor to name your firm as additional insured on its certificate.
Want us to keep this current?
Managed is $149/month for up to 50 vendors. The first 10 customers get 30% off for life and the $750 setup waived.
SAMPLE REPORT. Maple Row Property Management, its vendors and all dates are fictional. Not real data.