CertKeeper guides
Practical workflows for GC offices managing subcontractor certificates of insurance, renewal reminders, compliance documents, and tracking spreadsheets that have outgrown email.
Certificate tracking workflow
COIs scattered across email, folders, and an old spreadsheet? This step-by-step cleanup workflow helps GCs get organized in a few hours — including what to check on each certificate before marking it current.
Read the guide →Subcontractor COI tracking
Once you have more active subs than email can safely handle, you need a repeatable weekly and monthly routine. Here is the tracking workflow that keeps renewals from piling up and job starts from getting blocked.
Read the guide →Compliance checklist
A field-by-field checklist covering every compliance document GC offices typically manage — COIs, W-9s, licenses, lien waivers — with the status labels and ownership assignments that keep the process from going reactive.
Read the guide →Renewal reminders
Actual email templates for each stage of the renewal reminder cycle — what to say at 90 days, 60 days, and 30 days — plus what to do when a sub does not respond before their certificate expires.
Read the guide →Spreadsheet tracking
How to build a COI tracking spreadsheet that holds up, the four specific points where it breaks as your sub list grows, and the smallest change that fixes each one before the next expired certificate becomes a job-site problem.
Read the guide →