What it looks like
| Vendor / Sub | Trade | Status | GL Each Occ | GL Agg | WC | Auto CSL | Add'l Insured | Waiver | Expires | Last Requested |
|---|---|---|---|---|---|---|---|---|---|---|
| Reliable Electric Co. | Electrical | Compliant | $1,000,000 | $2,000,000 | Yes | $1,000,000 | Yes (CG 20 10/37) | Yes | 2026-12-31 | 2026-01-05 |
| Skyline Plumbing Inc. | Plumbing | Action needed | $1,000,000 | $2,000,000 | Yes | $1,000,000 | Claimed — no form | Yes | 2026-06-12 | 2026-02-10 |
| Budget Framing LLC | Framing | Missing WC | $500,000 | $1,000,000 | No | $1,000,000 | No | No | 2026-06-30 | 2026-02-12 |
Get the free template
Enter your email and the template downloads instantly, right here — we don't email it. You'll also join the CoverProof early-access list, so we can let you know when the full product opens. No spam.
A formatted Excel file (.xlsx) — opens in Excel, Google Sheets, or Numbers. No spam — just the template + early-access updates.
What's in the template
- ✓ One row per subcontractor / vendor
- ✓ GL each-occurrence & aggregate limits
- ✓ Workers' comp & commercial auto
- ✓ Additional insured (CG 20 10 / CG 20 37)
- ✓ Waiver of subrogation
- ✓ Policy expiration + "last requested" dates
- ✓ Status column (Compliant / Action / Missing)
- ✓ Notes column
When the spreadsheet isn't enough
A spreadsheet can't read the certificate, chase your subs for renewals, or catch an endorsement that's claimed but not attached. CoverProof does all three automatically.
Get early access →Also free, no signup: the COI Checker and the COI Request Generator.