Subcontractor COI & Insurance Tracker
Track subcontractor policy dates, limits, additional-insured evidence, workers’ compensation, auto, and follow-up dates in one sheet.
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Use the file in your normal workflow.
Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.
Who this is built for
Handymen, agencies, cleaners, and service businesses using subcontractors.
How to use it
- Use one row per subcontractor and policy period.
- Set a renewal reminder before the earliest expiration date.
- Store endorsements with the contract when risk transfer depends on them.
What the template captures
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
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