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Free subcontractor certificate of insurance tracker

A simple spreadsheet for logging each sub's general liability and workers' comp certificates, expiration dates, and what you paid them, so audit prep is a sort and a filter instead of a paperwork hunt. No email required.

Download Excel (.xlsx)   Download CSV

Columns

• Sub legal name, trade, contact email
• GL carrier, policy number, effective and expiration dates
• Workers' comp carrier, policy number, effective and expiration dates, or exemption type and document on file
• Additional insured required / confirmed
• Total paid this policy period, first and last work dates
• Days until next expiration (Excel version calculates it)
• Notes

How to use it

1. Add a row for every sub before they start.
2. Sort by "Days until next expiration" monthly and request renewals.
3. Before your audit, compare total paid against coverage dates. See the Idaho audit guide.

The example row is fictional. This tracker is a convenience tool; it does not confirm coverage. Verify with the issuing agent or carrier when in doubt.