Tracks every COI and W-9.
Each active vendor matched to current insurance certificate and W-9. Coverage limits, additional insured, expiration dates. Renewals requested 30 days out.
Lien Waiver & Insurance Tracking
No bill released without a clean file. Period.
Tracks every COI, W-9, and lien waiver against every active vendor. Pulls conditional and unconditional waivers tied to each pay app. Blocks bill release until the paperwork is clean.
Compliance paperwork that never slows a payment.
Pulls waivers for every pay app.
Conditional waivers from every lower-tier sub before this cycle's bill releases. Unconditional waivers for prior cycle release. Lower-tier waiver chains tracked to the bottom.
Blocks the bill until it's clean.
Missing waiver, expired COI, no W-9 on a 1099 vendor. The bill stops in the queue. Reason is visible. Specific document requested by name from the vendor.
Reminds before anything lapses.
COI expiring in 30 days? Request goes out. W-9 missing on a new vendor? Request goes out before the first bill. The compliance file stays current ahead of the work.
142 active vendors. 11 expiring COIs. 47 waivers chased.
COMPLIANCE CLERK · RUN #88 · TUESDAY 5:30AMLive
Inputs collected
- Vendor roster142 active vendors across 11 jobs.
- COI status131 current, 11 expiring in next 30 days, 2 expired.
- W-9 status138 on file, 4 missing on 1099-eligible vendors.
- Active pay apps9 cycles requiring this-cycle waivers.
Outputs produced
- Waiver requests sent47 conditional, 38 unconditional. 71 received by cycle close.
- COI renewals requested11 vendors. 4 returned within 48 hours.
- W-9 chase4 vendors emailed, 3 returned same day.
- Blocked bills6 bills held pending waiver. Released as documents arrived.
Questions about the Lien Waiver & Insurance Tracking.
It tracks certificates of insurance, W-9s, and conditional and unconditional lien waivers for active vendors and billing cycles.
It monitors expiration dates and can request renewals before a certificate lapses. The status remains visible to your team until the updated document is received.
The agent can flag and hold bills that do not meet your compliance requirements, such as a missing waiver, expired certificate, or missing W-9. Your team can see exactly why the bill is blocked.
Yes. The workflow can track conditional and unconditional waivers tied to the relevant pay application, including lower-tier waiver requirements when they apply.
Keep the file clean. Keep the bills moving.
A 20-minute walkthrough where we run the compliance clerk on a sample of your vendors. You see the file stay current on its own.