Tracking Insurance Certificates is a mission critical process for every contractor that subcontracts work. Staying on top of the details is time consuming, yet necessary to
mitigate risk.
Utilizing content management and workflow automation tools, EWA Software Solutions has streamlined this important process; each insurance certificate is touched only one time. The certificate is simply scanned and indexed into the pVault document repository by Paperless Environments; from this point forward, five processes happen automatically:
30 Day Reminder Notice to Subcontractor
An email is sent to every Subcontractor thirty days prior to their insurance expiration date. Email message includes insurance type and expiration date for all jobs they are currently working on.
14 Day Reminder Letter to Subcontractor
For each Subcontractor at risk, letters are generated listing all of the jobs they are working on, the type of coverage expiring and your instructions for updating their certificates. These letters are emailed to your Insurance Administrator for distribution.
Report on Insurance Certificates Expiring
A report listing all insurance certificates expired or expiring within fourteen days is produced and emailed to your Insurance Administrator. This report lists each subcontractor, their phone number, contract number, work being performed, type of insurance, and expiration date.
Expired and No Insurance Alerts
Your superintendant receives a daily email or text message to inform them of subcontractors with expired insurance or no insurance. The body of the email and text message is user defined.
Update Insurance Expiration Fields in Business System
Insurance expiration dates in your accounting software are updated when new certificates are scanned and indexed into pVault.
