Alternatives to TradeGuard

Compare TradeGuard alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TradeGuard in 2026. Compare features, ratings, user reviews, pricing, and more from TradeGuard competitors and alternatives in order to make an informed decision for your business.

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    SmartCompliance

    SmartCompliance

    SmartCompliance

    Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
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    InsureCert

    InsureCert

    InsureCert Systems

    InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly.
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    Billy

    Billy

    Billy

    Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.
    Starting Price: Annual Subscription
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    C2COI

    C2COI

    C2COI

    C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits.
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    Constrafor

    Constrafor

    Constrafor

    Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.
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    HoundDog

    HoundDog

    HoundDog

    HoundDog automates the entire certificate of insurance collection and verification process. Easily get the other compliance documents you need, as well, as W9s, MSAs, subcontractor agreements, and more. Using internal staff to chase down and verify COIs and compliance paperwork is a very inefficient use of an employee's time. HoundDog's tech can automate it all at a fraction of the cost. HoundDog uses AI and machine learning to seamlessly capture your document needs. Collecting COI renewals on time often gets missed, which increases the risk to the organization. It's estimated that over 25% of all businesses are uninsured. This is a problem you want to avoid. HoundDog automatically fetches renewals and can reveal coverage gaps instantaneously. HoundDog's automation collects COIs and other documents from your contractors, and vendors (and often directly from insurance agents). Our software uses AI & machine learning to read the data and verify it against your requirements.
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    Docutrax

    Docutrax

    Risk Toolbox Inc.

    The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.
    Starting Price: $4,500 per year
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    Pins Advantage

    Pins Advantage

    Pins Advantage

    Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements.
  • 9
    RiskPartner

    RiskPartner

    RiskPartner

    A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data.
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    illumend

    illumend

    illumend

    Illumend is an AI-powered insurance compliance management tool that automates and simplifies third-party certificate of insurance tracking, contract requirement extraction, and risk visibility so teams spend less time on manual processes and more on strategic work. It uses its built-in AI assistant, Lumie, to read contracts, extract insurance obligations, request and review COIs, verify coverage against requirements, and flag compliance gaps in real time, replacing spreadsheets, inbox chasing, and slow manual reviews. Lumie also guides third-party partners through uploading documents with plain-language instructions and manages renewals and reminders automatically, so nothing is missed or expires. Compliance status and risk insights are visible instantly across all partners, helping organizations identify gaps, prioritize issues, and maintain audit-ready records without specialized insurance expertise.
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    Jones

    Jones

    Jones

    Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes.
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    TrustLayer

    TrustLayer

    TrustLayer

    Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify.
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    COI Pro

    COI Pro

    COI Pro

    COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level.
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    Asuretify

    Asuretify

    Asuretify

    Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.
    Starting Price: $1 per month
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    TrackSurePro

    TrackSurePro

    TrackSurePro

    Maintaining compliance and managing risks can be challenging without the right tools. Enter TrackSurePro’s innovative COI tracking software, your ultimate certificate of insurance tracking solution. Our cutting-edge solution transforms the complex task of COI management into a streamlined, worry-free process. COI tracking, or certificate of insurance tracking, involves managing and monitoring certificates of insurance to ensure they are up-to-date and compliant with your business requirements. In today’s complex business environment, effective COI tracking is not just a best practice—it’s a necessity. By implementing a robust COI tracking system, you safeguard your business against potential liabilities, ensure regulatory compliance, and streamline your operations for greater efficiency and peace of mind. By implementing an effective COI tracking system, businesses can mitigate risks, ensuring they stay protected, compliant, and operationally efficient.
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    myCOI

    myCOI

    myCOI

    Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services.
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    CertFocus

    CertFocus

    CertFocus

    A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance.
  • 18
    bcs

    bcs

    bcs

    Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.
    Starting Price: $0.50 per month
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    COI Tracker

    COI Tracker

    COI Tracker

    The importance of collecting, verifying, and reporting on COIs is not exciting nor glamorous. Regardless of its lack of appeal, it is a critical aspect of any organization to reduce the risks of claims and lawsuits that can be damaging to the business. With COI Tracker, we take the struggle and frustration out of the collection and verification of COIs for you. We do one thing and one thing exceptionally well, track COIs for your business. With our full-service COI tracking solution, we promise you will no longer waste hours making calls, playing phone tag, and sending the same e-mail five times requesting certificates. You can remove “checking renewal dates” from your calendar and tasks because we are taking care of that for you. Vendors and subcontractors will tell you that using COI Tracker to submit their COIs is easy and simple. Even though our system automates everything, if you ever need to call us, we will be available and make you a priority.
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    365HomeBuilder

    365HomeBuilder

    Western Computer

    365HomeBuilder is a cloud-based, fully integrated ERP solution tailored for residential home-building companies and powered by Microsoft Dynamics 365 Business Central. It offers end-to-end functionality from estimating and sales through purchasing, job costing, multi-entity accounting, and closing settlements, all in one unified platform. It supports powerful multi-entity financials, enabling builders to track costs and revenue across multiple investors or build entities within a single database rather than separate charts of accounts. It includes embedded bank-draw management, tracking loans and budgets tied to lenders, and automated lien-waiver processing so payments to subcontractors are aligned with required waivers. Vendor insurance tracking alerts for expiring policies and can block payments if coverage lapses. 365HomeBuilder also generates settlement statements automatically, prints MICR checks for different entities, and integrates with Microsoft Office 365 tools.
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    SecurityTime

    SecurityTime

    SecurityTime

    SecurityTime is an AI-powered security guard management software built for modern security companies in Australia. It streamlines rostering, GPS clock-in/out, automated timesheets, payroll exports, invoicing, compliance tracking, and real-time guard monitoring — all in one platform. Its standout feature is the AI Voice Call Agent, which automatically calls late guards within minutes to confirm ETA and sends weekly compliance reminders for expiring licences — reducing no-shows and compliance risks without manual follow-ups. With a powerful admin dashboard and mobile apps for guards (iOS & Android), SecurityTime replaces spreadsheets, calls, and fragmented systems with one unified solution. Designed for security companies, contractors, and operations managers looking to scale efficiently.
    Starting Price: $10/month
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    InsureMO

    InsureMO

    eBaoTech

    InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want.
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    GCPay

    GCPay

    Autodesk

    GCPay is a cloud-based construction payment management platform that automates the entire pay application process between general contractors and subcontractors. It streamlines workflows for billing, lien waivers, compliance documentation, and electronic payments — all from one centralized dashboard. By integrating directly with leading construction ERP and accounting systems, GCPay eliminates manual data entry and reduces human error. Users can create, exchange, and track payment documents in real time while ensuring compliance across every project. Built for speed and transparency, GCPay simplifies complex financial workflows and helps contractors get paid faster. Trusted by hundreds of top construction companies, it delivers consistency, accuracy, and control throughout every phase of payment management.
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    Siteline

    Siteline

    Siteline

    Siteline is the only pay app and lien waiver management software for subcontractors. Bill 6x faster and reduce invoice aging by 30%. Siteline generates pay apps (including any custom form) and provides a central hub to manage and submit them per the GCs' requirements. Automate and manage lien waivers, track compliance documents, run visual A/R reports, project monthly billings, and forecast cash flow. Siteline even integrates with many ERPs and GC payment portals for greater efficiency.
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    Bunker

    Bunker

    Bunker

    On-Demand Insurance and Compliance Verification Platform. Protecting The Enterprise. Powering The On-Demand Workforce. Outsource Your Insurance Compliance Headaches to the Experts. We've dedicated the past three years to creating one-of-a-kind insurance enterprise solutions. Whether you’re a gig economy platform, a Fortune 500 company leveraging contingent workers, or a general contractor managing subcontractors - Bunker ensures that your independent workforce is instantly insured and 100% compliant.
    Starting Price: $299 per month
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    Beam

    Beam

    Beam

    Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.
    Starting Price: $200 per month
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    Docsumo

    Docsumo

    Docsumo

    Document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup. Extract totals, invoice numbers, payment terms, and more from multiple invoices in just a few clicks. Categorize table line items and get calculated attributes to automate decisions. Review captured data with human-in-the-loop tool & validate with external APIs or database. We use enterprise-grade security to ensure that your data is secure. You have complete control of your data processed through Docsumo. 50% less operational cost with automated rent roll processing. Onboard customers in real-time with quick and accurate logistics document processing. Verify tax return details in real-time with intelligent OCR API. Error-free data extraction from Energy & Utility bills.
    Starting Price: $25 per month
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    CertAdvisor

    CertAdvisor

    Recordables

    For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.
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    SymLiv

    SymLiv

    SymLiv

    SymLiv is a comprehensive access control and community livability platform that unifies visitor management, resident tools, vendor registration, vacation rental guest control, amenity access, and security operations in one secure system designed for associations, gated communities, and property managers. It centralizes and automates gate access with real-time guard tools, license plate recognition, and ID scanning, eliminating manual logs and streamlining entry processing. Residents can manage guest and contractor access, issue digital passes, receive alerts, view access history, and book amenities from mobile devices, while rental hosts can generate reservation-based guest passes with QR or LPR entry that expire automatically and include guest orientation content. Vendor management lets communities schedule and track vendor visits, issue digital passes, maintain vendor directories, and enforce compliance by tracking insurance and certifications.
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    CertifyTrack Pro

    CertifyTrack Pro

    Automata Labs Inc.

    CertifyTrack Pro is a specialized compliance management platform designed to eliminate the financial and legal risks of expired workforce certifications. We help safety managers and business owners in the trades move from error-prone spreadsheets to a "set-and-forget" automated system. Why use CertifyTrack Pro? If you are currently managing 50+ expiration dates in Excel, you are one formula error away from a fine. CertifyTrack Pro handles the math, the reminders, and the document storage for you. Key Features: 🔔 Automated "Nag" Alerts: System sends email notifications at 90, 60, 30, 14, 7, and 0 days before expiration. 📱 Instant Field Verification: Generate a public-facing QR code for every crew member. Inspectors can scan a helmet sticker to verify training status instantly—no more digging through binders in the truck. 📂 Digital Document Vault: Securely upload and store photos of licenses, OSHA cards, and safety tickets directly to a worker's profile.
    Starting Price: $79/month
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    Expiration Reminder

    Expiration Reminder

    SkyXoft Technologies

    Discover the document expiration date tracking software that modern teams use to send automatic notifications, track status, scan documents and do compliance checks. Works for employee certifications, certificates of insurance, contracts, licenses, agreements and more. Expiration dates, reminders and replies are all tracked automatically. Spend less time following up and more time adding value to the business. Never open spreadsheet after spreadsheet to find what's expired. Stop sending emails and let others come back to you with the updated information. Expiration Reminder will contact the right people and notify them about an upcoming renewal keeping everyone on the same page. When you login to Expiration Reminder you'll have a single view of what's current and expired and who has replied to reminders. The preferred tool for tracking expiration dates. Highly rated by customers all over the world.
    Starting Price: $49 per month
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    TrackMyVendor

    TrackMyVendor

    TrackMyVendor

    TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.
    Starting Price: $39/month
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    Pathway Insurance Software
    Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.
    Starting Price: $120 per month
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    Evident

    Evident

    Evident ID

    Transform your approach to managing critical partners with our advanced TPRM platform. Our solution goes beyond traditional risk management by seamlessly integrating the evaluation of suppliers, vendors, and customers into a unified, automated system. By leveraging a vast network of verified businesses and collecting and monitoring thousands of data points, we enable you to focus on what truly matters—proactive and strategic risk management for your most crucial relationships.
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    Site Manager Pro

    Site Manager Pro

    Site Manager Pro

    Site Manager Pro is construction site management software built specifically for UK trade contractors, subcontractors, and housebuilders. The platform helps construction businesses improve quality assurance, compliance, labour visibility, communication, and operational control across multiple sites. The software enables teams to manage inspections, snagging, audits, site diaries, workforce tracking, subcontractor management, health & safety processes, and quality workflows from a central digital platform. Site managers and supervisors can complete real-time inspections, record issues, assign actions, track progress, and maintain full site accountability using mobile devices on-site. Site Manager Pro also helps businesses reduce paperwork, improve reporting accuracy, increase productivity, and maintain better oversight of subcontractor performance and site compliance.
    Starting Price: £245/month
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    Sircon

    Sircon

    Vertafore

    Sircon helps you save money, reduce compliance risk, and accelerate time-to-revenue by getting and keeping agents / advisors authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. You don't have time to worry about your insurance licenses. Sircon makes it quick and easy to apply for and renew your licenses in all 50 states. With a premium Sircon account, you can view your up-to-date license information and get automatic email reminders so your licenses never expire.
    Starting Price: $2.50 per month
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    iFastrack

    iFastrack

    GG-One Software

    Web based, access from any of your computers with an internet connection. Custom Insurance Requirements. Override individual policy, limit or additional term requirements. Report Scheduler. Track multiple COI's per vendor/sub contractor. Assign COI's to a location or property. New integrated Email Processing and Tracking System (Cloud Only). Manage Expired and About to Expire Certificates from the Certificates Dashboard. View your certificate statuses graphically from the Statistics Dashboard. Manage multiple entities, certificate holders, divisions, centers or properties separately. Import vendor and insurance data. PDF letter history. Customizable letter templates. Import carrier rating data. Validate carrier minimums. Export to multiple formats. Automated printing or emailing of non-compliance letters. Extensive search and reporting capabilities. Integrated video training.
    Starting Price: $499 per year
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    Certificial

    Certificial

    Certificial

    Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.
    Starting Price: $99 per month
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    eulink

    eulink

    eulink

    eulink is a professional credentials and continuing education tracking platform designed to help users securely record, organize, and manage their ongoing education hours, certifications, and professional credentials in a single, cloud-accessible dashboard. It lets professionals track continuing education units and credits across multiple programs and requirements so they can stay compliant with licensing boards and employer expectations without relying on spreadsheets or fragmented systems. Users can store essential certification information, upload supporting documents, and maintain an up-to-date inventory of their learning activities and credential expirations. It also provides reminders and status indicators to help ensure that required credits are completed before deadlines and that certifications do not lapse, supporting better career planning and compliance.
    Starting Price: $6.99 per month
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    Flashtract

    Flashtract

    Flashtract

    Flashtract generates your custom pay apps and lien waivers by having calculations automatically performed for your subs with just two values: percent complete and materials stored. Even one small error can cause major delays with a single document, leaving accounting and finance teams searching spreadsheets or piles of paper for those easy to miss errors. This is why Flashtract is the fastest growing general contractor pay app management solution available. Enter project data once and Flashtract will automatically generate your AIA style pay app and lien release documents based on just two inputs: work this period and materials presently stored. No more duplicate data entry or confusion on which back up documents are due before you bill. Flashtract performs calculations, automatically checks for math errors and prevents other common billing mistakes by tracking retainage, rolling from previous values, and generating accurate lien waivers.
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    Openforce

    Openforce

    Openforce

    Independent contractor management. Simplified. Onboard, pay, insure and more—less risk, more efficiency. Put contractual, qualification and insurance safeguards in place and streamline clunky processes—all while reinforcing a business-to-business relationship with contractors. Bring your contractor processes together in one place, all fully documented, all in sync. Because demonstrating compliance is a lot easier when you’re not relying on sticky notes and filing cabinets. With Openforce, you not only get an end-to-end platform, you get a strategic partner with two decades of experience who understands your needs, provides guidance, and always has your back. The flexibility of operating your own business is a great thing, but it doesn’t mean you have to go it alone.
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    DataGuard

    DataGuard

    DataGuard

    Achieve your security and compliance goals with DataGuard’s all-in-one platform, designed to simplify compliance with frameworks like ISO 27001, TISAX®, NIS2, SOC 2, GDPR, and the EU Whistleblowing Directive. DataGuard’s iterative risk management enables you to capture all relevant risks, assets and controls to reduce risk exposure from day one. Automated evidence collection and control monitoring ensure ongoing governance to safeguard your organization as it scales. The platform combines AI-powered automation with expert support, reducing manual effort by 40% and fast-tracking certification by 75%. Join 4,000+ companies driving their security and compliance objectives with DataGuard. Disclaimer: TISAX® is a registered trademark of the ENX Association. DataGuard is not affiliated with the ENX Association. We provide Software-as-a-Service and support for the assessment on TISAX® only. The ENX Association does not take any responsibility for any content shown on DataGuard's website
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    SafetyCloud
    Transform complicated processes with customizable inspection templates. Use our safety management software to easily create and assign an unlimited number of inspection report types across your organization. Track open items to completion and ensure no critical issues are left outstanding. Customizable analytics let you view the data that matters. Instantly track and filter open items by project, location, employees, crews, or subcontractor. Allow safety data to help improve organizational excellence and shore up compliance by limiting your liability. Easily distribute, manage, and document electronic safety training sessions and toolbox talks. Store training cards and monitor employee credential expirations to ensure you are always current with internal or client requirements. Create, send, and track toolbox training and company sign-offs. Track historical performance data and manage subcontractor requalification documents in one place.
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    GuardsLink

    GuardsLink

    GuardsLink

    End-to-end, cloud-based training and tracking platform for guards in the security industry. Complete catalog of affordable and quality, white-labelled online security training courses that an employer can manage from start to finish (assign, track, monitor, report, and securely store certificates) to meet and exceed compliance/company goals. The GuardsLink platform is free to implement, free to brand the experience, and provides revenue sharing of courses taken through the platform. Never worry about reaching your training goals and compliance needs through easy reporting and transparent storage of all necessary certificates. GuardsLink covers all aspects of your training needs free of charge, from assigning and creating notifications and tracking online course status, to maintaining all certificates of completion. Increase your company’s reputation and ability to offer 24/7 online training by adding your branding to dozens of hours of quality.
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    Rapid One

    Rapid One

    Rapid Global

    Rapid One is an all-in-one workplace health and safety platform designed to help organizations enhance safety, improve compliance, and streamline operational processes through a unified cloud-based system. It brings together multiple workplace safety tools and integrations into a single environment so companies can manage contractors, workers, visitors, and site operations more efficiently. It includes modules for contractor management, online inductions, visitor management, incident reporting, audits and inspections, and AI-powered monitoring, allowing businesses to centralize safety processes that would otherwise be handled by separate systems. Rapid One enables organizations to register and manage contractors and subcontractors while ensuring that required documentation, insurance, and compliance records are maintained and verified in real time. It also supports employee onboarding and safety training through online induction workflows.
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    Data Demon

    Data Demon

    Blue Devil Data

    Personnel information, training records, and inventory are entered and edited at your command. CPR and EMS expiration dates, mask fitness test dates, yearly physicals and drivers license ID numbers including class and expiration dates are all available for review and print out for insurance requirements. Photo ID badges and accountability tags can also be printed for each member. Allowance for comprehensive tally of all Fire/EMS calls, drills, meetings, training and miscellaneous functions that can be customized to your fire department preference. OSHA mandatory 8 hour minimum yearly safety training records are kept for each individual. A report can also be provided and printed out for the department as a whole or individualized for a total of all calls credited for and attended. Tracking report of the minimum recommended amount of safety training required by OSHA per individual for the year served. All reports can be printed and provided for review by authorities requesting.
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    Guard1

    Guard1

    TimeKeeping Systems

    Empower your staff to get more done, document more information in less time with perfect accuracy, and protect from liability. Guard1 is the leader in RFID inmate tracking, cell check and suicide watch documentation, and task management for your officers. The guard tour gold standard for over 30 years, Guard1 and The PIPE are used by companies, governments, and institutions worldwide. Know for sure that your well-being checks for residents and patients are being done – and know instantly if they are late, or missed. Keep your residents safe with Guard1. Document resident services and room checks. Keep track of resident location and elopement. Guard1 gives you real time updates so you can track movement, activities, handouts, and more - all in real time.
    Starting Price: $495 one-time payment
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    Cluda

    Cluda

    Cluda

    Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights.
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    Oracle Textura Pre-Qualification
    Oracle Textura Pre-Qualification Management Cloud Service automates the subcontractor pre-qualification process, enabling general contractors to efficiently and effectively manage risk in subcontractor prequalification programs. From uploading relevant project documents to finding the right subcontractor for your project, everything can be managed in one place. General contractors: Reduce the time and effort it takes to qualify subcontractors so that you can get started on your project sooner. Streamline the management of reviews and approvals with an easy-to-use, permission-based dashboard. Easily track the status of all your subcontractors and vendors. Create configurable requirements by program or project, including on-system ratios and financial analytics. Adopt a consistent workflow. Centralize and secure data and enable on-demand access. Receive an Oracle-supported subcontractor onboarding team.
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    Highwire

    Highwire

    Highwire

    Highwire’s Prequalification Platform empowers GCs and owners to understand each contractor’s strengths and weaknesses and help them succeed through continuous engagement and improvement—a concept we call Contractor Success. Highwire addresses a broad spectrum of risk assessments, including safety, financial stability, capacity, and insurance (COI). When your project is ready to begin, Highwire’s integrated field applications provide essential tools for inspection, incident reporting, and ongoing risk evaluation. With over 60,000 contractors in the Highwire Network, many of your subcontractors and suppliers are likely already connected. With Highwire, you can: - Enhance safety and reduce recordable incidents. - Prevent costly delays by minimizing contractor defaults. - Ensure compliance with industry regulations. - Streamline processes, eliminating manual work and saving valuable time. - Achieve significant savings in insurance programs.