Insurance Tracking from EWA Software Solutions automates this repetitive, manual task. The process is simple by design, significantly reducing the time spent to guarantee compliance.
By combining content management technology from Paperless Environments with EWA Workflow Automation, modest input on the front end of this process produces significant output on the back end. Each insurance certificate is touched only one time. The certificate is simply scanned and indexed into the document repository; from this point forward, a number of workflow events happen automatically:
Email Reminder to Subcontractor or other Job Vendor
A weekly email reminder is sent to every Subcontractor, Sub Tier or Owner Contracted Vendor that has insurance expiring within 15 days.
Compliance "Hot List" Report for Insurance Coordinator
A weekly report listing any job vendors with insurance that is expired or expiring within fifteen days, not on file or cancelled is emailed to your Insurance Administrator; further action can be taken to prevent noncompliance.
Expired Insurance Email Alert to Job Superintendant
Your Job Superintendant receives an email alert when any subcontractor or other job vendor has expired insurance or no insurance; further action can be taken to prevent access to the job site.
Update Insurance Expiration Fields in Business System
Insurance expiration dates in your accounting software are updated when new certificates are scanned and indexed. This eliminates double entry of data.
Manages Prime and unlimited Tier Subcontractors, Owner Subcontractors, Job Specific, and all Operations.
Easily retrieve current and historical certificates from our document repository for claims and insurance audits.
