No account to create
The sub gets a secure link. They click it. They upload their certificate of insurance. Done. No portal password to reset. No platform they have to learn.
Vendor uploads
Let subcontractors upload COIs, W-9s, and licenses without another login.
Subs get a direct link, upload the file, and move on. Your team keeps the record.
Why it works
Subs respond to this. They ignore portals.
Direct from the agent
The link goes to whoever has the file. The sub's insurance agent can use the same link and submit directly — which means the COI comes straight from the source, not from a PDF forwarded from six months ago.
Files land on the record
Every upload is timestamped and attached to the vendor record. No inbox digging. No shared folder chaos. Your team always knows what came in and when.