Ready
Required proof is approved and current. This vendor can work. No digging through email to confirm it.
Status dashboard
Give project and finance teams one place to answer whether a vendor is clear.
Signals
Required proof is approved and current. This vendor can work. No digging through email to confirm it.
A renewal date is coming up. Thirty days out, the sub automatically gets a renewal request. If they do not respond, follow-up reminders go out. You do not have to track it.
A required file is missing or rejected. You see it before work starts — not after something goes wrong.
How it runs
When a COI comes in, the expiration date goes into the system. You do not have to log it, set a calendar reminder, or check a spreadsheet every Monday to see who is coming up.
The dashboard updates as documents are submitted and approved. Project managers and finance teams see the same picture without asking someone to check.
Each vendor shows a clear compliance signal. Ready, expiring soon, or blocked. Make the call without pulling up a folder.