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
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. -
2
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. -
3
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 -
4
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. -
5
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.Starting Price: $15 -
6
Wardly
Wardly
Wardly is certificate-of-insurance tracking software that automatically collects, grades, and monitors your subcontractors’ COIs against your requirements—so you’re never caught with an expired or non-compliant sub on the job. And it’s completely free, forever. -
7
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. -
8
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
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. -
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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. -
11
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. -
12
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. -
13
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. -
14
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. -
15
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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CompliCloud
CompliCloud
CompliCloud is compliance-document tracking built for contractors, trades businesses, general contractors and property managers. Store every certificate of insurance (COI), license and certification in one place; CompliCloud reads the expiry dates and reminds you at 90, 60, 30 and 7 days so nothing lapses. Prove you're covered with a no-login share link clients and auditors can check themselves. On the Business plan, send each subcontractor a no-login upload link and get an automatic alert the moment their coverage lapses — the whole crew on one dashboard. Free 7-day trial (3 documents, no card). Pro from $19/mo; Business from $49/mo. Web app + iPhone app.Starting Price: $19/month/user -
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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
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
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. -
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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
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. -
22
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. -
23
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 -
24
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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Novato
Novato
Novato is a compliance platform built for Australian general contractors managing subcontractors on construction sites — replacing spreadsheets and manual licence lookups with one audit-ready system. Novato verifies subcontractor trade licences against live Australian state registers (NSW, QLD, expanding), flagging licences that will lapse before a project finishes — not just checking validity today. Beyond licensing, Novato covers AI-assisted SWMS generation, Right to Work verification, digital asbestos registers, plant and equipment tracking, WHS management plans, psychosocial hazard reporting aligned to Part 6A, toolbox talks, incident reporting, and site induction. Built against real state-by-state regulatory differences, including jurisdictions like Victoria and WA with separate OHS/WHS regimes. Novato exists so contractors can prove — not just claim — every subcontractor on site is licensed, insured, inducted, and compliant.Starting Price: $39 AUD/month -
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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 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
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 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
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 -
31
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 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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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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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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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 -
36
Atlas by Cornerstone
Cornerstone Licensing Services
Atlas by Cornerstone is a compliance platform that helps multi-state financial services businesses obtain and maintain their licenses, surety bonds, state registrations, and other compliance documentation. Instead of juggling 50 state portals, spreadsheets, and deadlines, you get a single dashboard showing every license, its status, automated renewal tracking so nothing lapses, document storage for certificates and filings, and real-time visibility into applications in progress. Every account is backed by a dedicated licensing specialist. Atlas centralizes licenses, bonds, documents, filing activity, renewal dates, deadlines, and action items providing real-time status visibility, document storage and downloads, work-history records, due-date tracking, and a state-by-state view of licensing coverage. Each account is supported by a dedicated licensing specialist from initial application through ongoing renewals and expansion. -
37
Pathway Insurance Software
Pathway
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 -
38
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. -
39
Lapsewise
Lapsewise
Lapsewise is a renewal and expiry management platform that keeps track of every date that matters for your business — certificates, contracts, licenses, grants, insurance policies, warranties, and memberships — in one calm dashboard. Add a record, set your notice period, and Lapsewise sends automatic email reminders before the date arrives. No more spreadsheets, no more relying on one person's memory, no more finding out something lapsed after the fact. Each record type has its own module with the fields that matter: renewal dates, key contacts, document storage, cost tracking, and status (active, expiring soon, action needed). Pro users can upload a document and let the AI parser pull out the key dates automatically. Free to start — the free plan covers up to 5 records with no time limit. Paid plans add unlimited records, team members, CSV import, SMS reminders, and AI document parsing. No long-term contract required. Built for operations teams, compliance managers, & SMBsStarting Price: $0 -
40
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 -
41
Safirst ONE
Safirst Corporation
Safirst ONE is an all-in-one construction safety management platform built for contractors that need to manage safety, training, and compliance from the jobsite. The mobile app helps teams run GPS-stamped inspections, assign OSHA-aligned training, store safety documents, and track digital certificates. Contractors can add crews, assign roles, invite workers, and begin using the platform without a long IT setup. Safirst ONE includes inspections, a safety docs locker, LMS training, training records, certificate tracking, and expiration monitoring. The platform supports English and Spanish training so workers can complete courses and graded quizzes on-site. Built for construction crews and safety teams, Safirst ONE helps reduce paper-based risk, keep records ready, and stay prepared for inspections.Starting Price: $99 per company -
42
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 -
43
TruckDocsAI
TruckDocsAI
TruckDocsAI is DOT compliance software built for owner-operators, hotshot haulers, and small fleets. Snap a photo of any document — the AI categorizes it, extracts the expiration date, and alerts you 60, 30, and 7 days before it lapses. Digital replacement for the paper compliance binder.Starting Price: $19 -
44
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 -
45
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 -
46
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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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. -
48
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. -
49
Sidian DataGuard
Sidian
Sidian DataGuard is a data protection platform that prevents sensitive and privileged information from leaving regulated organizations while allowing everyday work to continue. It sits inside email, cloud storage, shared folders, and AI workflows, checking every document, attachment, message, and prompt before it moves. Rather than blocking an entire send, DataGuard applies the organization’s policy, removes only the information that should not leave, scopes content to the recipient, and records what was removed, why, and under which rule. Email & File Protection works across Outlook, Gmail, OneDrive, SharePoint, Google Drive, and Dropbox, automatically cleaning outbound content while preserving the normal workflow. Secure Sends handles large document sets from Clio, OneDrive, SharePoint, Drive, or local uploads, flags names, dates, account numbers, IDs, and other protected data, and supports bulk review, redaction, secure sharing, expiration dates, and per-recipient activity logs. -
50
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