TradeGuardCOI Expiry Alerts for General Contractors
Stop finding expired COIs after a sub is already on site. TradeGuard emails your team at 90, 60, and 30 days before each certificate expires, and again when one lapses.
Why spreadsheets fail here
- • Spreadsheets don't email anyone when a date passes
- • Shared drives hide which version is current
- • One missed renewal becomes a job-site exposure
How it works
- 1
Upload or receive the COI
Add certificates manually, import your roster, or let subs upload through the portal.
- 2
We read the expiration date
TradeGuard extracts expiry from the PDF so you're not typing dates by hand.
- 3
Alerts fire on your schedule
Default 90/60/30-day warnings go to the addresses you choose: office admin, PM, or both.
- 4
Expired certs surface immediately
Dashboard and email show what's lapsed so chase work starts with the worst gaps first.
What you get
- Configurable alert windows (90 / 60 / 30 days)
- Email notifications, no manual calendar checks
- Works alongside sub self-upload renewals
- Audit trail of what was on file when
FAQ
How far in advance do COI expiry alerts go out?
TradeGuard defaults to 90, 60, and 30 days before expiration, plus a notice when coverage has already lapsed. Adjust schedules to match how your office chases renewals.
Who receives the alerts?
You control which team members get email notifications. Most GCs send warnings to the admin or PM who owns compliance.
Do subs get reminded too?
Yes. Portal invitations and renewal prompts can go to subs so you're not the only one chasing PDFs.
Can I try expiry alerts on my real roster?
Yes. Start a free trial with no credit card, upload the COIs you already have, and see upcoming expirations on your dashboard.
Part of COI tracking software for GCs. Compare COI tracking options or spreadsheet vs software.