1. Add vendor
Name, contact, scope. Set what documents they owe — COI, W-9, license, whatever the project requires. Takes about two minutes. Everything lives on the vendor record from day one.
How it works
From vendor add to ready-to-work status in five steps.
Send The Proof turns document collection into a short workflow your team can repeat.
Steps
A cleaner path to ready.
2. Send link
The sub gets a secure upload link. They click it, upload the file, done. No account to create. No portal password to reset. Their agent can use the same link and submit directly. Subs respond to this. They ignore portals.
3. Review
Approve or reject with a note. The decision is logged to the vendor record with a timestamp.
4. Track
Expiration dates go into the system automatically. You see compliant, expiring soon, or blocked status on a dashboard that updates in real time. You stop chasing. The system chases for you.
5. Remind
Thirty days before a policy expires, the sub automatically gets a renewal request. If they do not respond, follow-up reminders go out — without you touching it.
Deep dives