Certificate received
The CG 20 37 completed-operations endorsement is still missing.
Know which vendors are ready to work, and why.
DueFiles turns certificates, endorsements, requirements, and renewal follow-up into one decision-ready file for every vendor. See what meets the standard, what remains open, and what your team needs to do next.
Action queue
SAMPLE WORKSPACE88%
Reviewed & clear
3
Need action
2
Expiring soon
Evergreen Landscaping
Willow Creek · Landscaping
Atlas HVAC
Midtown Lofts · HVAC
Northline Janitorial
Parkside Commons · Janitorial
Every decision links back to document evidence.
Decision-ready. Every status carries its requirement, evidence, and next action
Accountable. Reviewers confirm decisions and record every accepted exception
Complete. Collection, open gaps, renewal work, and review history share one file
Certificate field reader
Read the fields in one certificate.
Upload a PDF, photo, or text certificate to inspect extracted fields, detected forms, confidence, and requirement gaps. An unreadable upload returns an error instead of sample results.
Know every vendor is actually insured, not just on paper.
Free check. One certificate on screen.
No account required.
Check a certificate of insurance
Upload a PDF, JPG, PNG, or TXT file. An ACORD 25 is enough for this check.
Certificate review
A received COI still needs a coverage decision.
Receipt answers one question: did something arrive? It does not tell an operator whether the limits meet the contract, the right legal entities appear, the required forms are attached, the review is complete, or the policy is approaching renewal.
That gap is where vendor programs lose time. Coordinators reconstruct context from email. Property teams ask for status that a spreadsheet cannot explain. Risk leaders find a certificate without the endorsement that creates the expected right. Vendors receive a vague rejection and send the same incomplete packet again.
DueFiles replaces that handoff chain with one operating record. The requirement, packet, extracted evidence, reviewer, open gap, follow-up, exception, and renewal remain attached to the same vendor file.
Limit entered
The submitted GL occurrence limit falls below the assigned requirement.
Vendor marked clear
The extraction has not been confirmed by an authorized reviewer.
Renewal date tracked
The replacement request and unresolved gap live in separate email threads.
The requirement-to-renewal workflow
Six connected steps. One decision-ready vendor file.
DueFiles turns the standard your organization sets into a repeatable operation for every person involved. Each step creates the context the next step needs.
- 01
Set the requirement
Define coverage lines, limits, entities, forms, and date rules for each trade, property, or program.
- 02
Collect the packet
Send one direct link to the vendor or broker. They submit for the assigned vendor without creating an account.
- 03
Map the evidence
DueFiles structures certificate fields and detected forms, then connects them to the assigned requirement.
- 04
Identify open gaps
Short limits, missing forms, entity mismatches, expired policies, and uncertain fields become specific actions.
- 05
Confirm the decision
Authorized reviewers approve the file, reject uncertain extraction, or record an exception with its context.
- 06
Manage renewal
Expiration windows, follow-up activity, replacement submissions, and the complete review history stay connected.
Requirement-to-result proof
See the reason behind every status.
A green label without reasoning creates false confidence. DueFiles evaluates the assigned standard requirement by requirement, keeps uncertain extraction visible, and gives the operator the exact item that blocks a clear decision.
When something misses, the operator sees the requirement, the submitted evidence, and the next action. That turns remediation into a precise request: send the completed-operations endorsement, correct the certificate holder, replace the expired policy, or confirm the uncertain field.
Status with a reason
Every result connects the assigned requirement, submitted field or form, reviewer state, and exact next action.
One path for outside submitters
Give the vendor or broker one direct submission path tied to the right vendor, requirement, and outstanding request.
The whole file stays connected
Collection, extracted evidence, open gaps, review decisions, exceptions, reminders, and renewals share one history.
Evergreen Landscaping
Requirement results
Commercial general liability
$1M each occurrence
Additional insured, completed operations
CG 20 37 not found in packet
Certificate holder
Harborstone Property Group
Policy number
Low-confidence extraction
Next action: request the completed-operations endorsement.
Action queue
SAMPLE WORKSPACE88%
Reviewed & clear
3
Need action
2
Expiring soon
Evergreen Landscaping
Willow Creek · Landscaping
Atlas HVAC
Midtown Lofts · HVAC
Northline Janitorial
Parkside Commons · Janitorial
Every decision links back to document evidence.
Coordinator action queue
Start every day with the next action.
DueFiles separates missing packets, extraction review, open requirement gaps, upcoming renewals, and accepted exceptions. Coordinators stop rereading inboxes and move the program forward from a prioritized queue.
- Request the missing packet. See the vendor, property, assigned requirement, and direct submission path in one place.
- Review uncertain evidence. Inspect the extracted value, confidence, and source context before confirming it.
- Resolve the exact gap. Send a request that names the missing form, short limit, entity mismatch, or date issue.
- Close the loop. Retain the reviewer, decision, exception context, and renewal work in the same history.
Vendor and broker submission
Give vendors and brokers one direct upload link.
The outside experience is part of the compliance operation. Vendors and brokers receive a direct path tied to the requesting organization, the assigned vendor, and the documents still needed.
Request from Harborstone Property Group
Evergreen Landscaping
What to send
- ACORD 25 certificate of liability insurance
- CG 20 10 additional insured, ongoing operations
- CG 20 37 additional insured, completed operations
- CG 24 04 waiver of subrogation
No DueFiles account required
Portfolio view
Harborstone Property Group
7
Active vendors
2
Need action
1
Expiring soon
Willow Creek
3 vendors
Midtown Lofts
2 vendors
River House
2 vendors
Leadership portfolio view
Answer the portfolio question without rebuilding the spreadsheet.
Operations and risk leaders need more than a document count. DueFiles keeps current status, open gaps, expiration windows, review load, and exceptions visible across the properties, projects, trades, and entities they manage.
Current exposure
See which vendors are clear, pending, expiring, or blocked by an open gap.
Operating context
Keep property, project, trade, event, and entity context attached to status.
Renewal pressure
Inspect upcoming windows before expired evidence interrupts scheduled work.
Decision ownership
See who reviewed the file and why an exception was accepted.
Built around the work
Apply one operating discipline across distinct vendor programs.
The record stays consistent while the requirements and deadlines reflect the industry. Start with the workflow closest to your program, then configure the rules your organization applies.
Property management
Owner and management entities, trade requirements, completed operations, and property-level status.
Explore workflowCommunity associations
Board visibility, capital-project standards, durable exceptions, and association-level review history.
Explore workflowEvent venues
Setup-to-teardown dates, one-time vendors, liquor requirements, and a pre-load-in action queue.
Explore workflowCleaning companies
Subcontractor insurance, client entities, service locations, waivers, and renewal continuity.
Explore workflowFitness operators
Instructor liability, studio entities, multiple locations, and scheduling-sensitive renewals.
Explore workflowEnterprise
Build DueFiles around the organization you operate.
Complex portfolios need more than a larger vendor band. Enterprise brings identity, portfolio design, connected systems, tailored security requirements, procurement, implementation, retention requirements, and contractual controls into one program.
Riverside Plumbing
Review history
- 9:14
Submission received
Packet added through the vendor link
- 9:15
Open gap identified
CG 20 37 missing from the packet
- 10:02
Exception recorded
Reviewer note and decision retained
- 10:03
Renewal scheduled
Expiration window added to the queue
Requirement, evidence, reviewer, and next action stay connected.
A plan that matches the roster
Start with 10 vendors free.
$0
Up to 10 vendors
Free
$39
Up to 50 vendors
Starter
Enterprise
Complex portfolios
Talk to sales
Buying questions
See exactly how the work moves.
What does DueFiles check?+
DueFiles compares submitted information with the requirement assigned to the vendor: coverage lines, limits, policy dates, certificate-holder and additional-insured entities, and required endorsement forms. Every open item identifies the requirement and the evidence available in the file.
Can vendors send the request to their broker?+
Yes. The same submission link works for the vendor or insurance producer, without a DueFiles account. The packet and every follow-up stay tied to the assigned vendor.
Who confirms the final status?+
DueFiles performs the document work, applies your configured requirements, and surfaces uncertainty. Your authorized reviewers approve the file, reject an extraction, or record an exception with its context.
Can requirements vary by property, trade, or vendor class?+
Yes. Create requirement sets for the work you manage, then assign the appropriate standard by trade, property, project, event, or vendor class.
How do we get started?+
Create a workspace, choose and configure a requirement set, add vendors individually or by CSV, and send the first vendor and broker submission request.
What belongs in Enterprise?+
Enterprise covers complex portfolios, advanced identity, connected systems, procurement review, tailored security requirements, implementation, retention requirements, and contractual controls.
Make every vendor file ready for a decision.
Start with 10 vendors free, or design an Enterprise program around your portfolio, systems, and procurement requirements.
Put vendor insurance under program control
Collect certificates, encode requirements, verify endorsements, and keep an audit trail a board or lender can read.