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features
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support

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Description

CertFocus offers a comprehensive domestic certificate of insurance tracking solution that is adaptable, reliable, and scalable, achieving industry-leading compliance rates exceeding 90%. We prioritize your trust by consistently delivering top-notch compliance, enhanced financial efficiency, and unparalleled service, which is why we do not bind our clients to long-term contracts. Our straightforward implementation process allows clients to select between a self-service or full-service model, making it simple and fast. Additionally, we provide group reports and dashboards categorized by region or function, seamlessly integrating them into complete corporate reporting. Unlike other solutions that merely track compliance, our cutting-edge service, backed by qualified insurance experts, effectively resolves compliance issues, thereby significantly boosting COI compliance rates. This commitment to excellence ensures our clients' ongoing satisfaction and reinforces our reputation in the industry.

Description

TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.

API Access

Has API

API Access

Has API

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$150/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CertFocus

Founded

1999

Country

United States

Website

www.certfocus.com

Vendor Details

Company Name

TradeGuard

Founded

2026

Country

United States

Website

trade-guard.pro

Alternatives

Alternatives

No Alternatives