FEATURES
Keep the certificate beside the commitment.
Use the agreement workspace to organize supporting insurance documents, assign a responsible person, and track the date when updated evidence is needed.
Begin with the requirement in the agreement
Read the source clause and record what the supplier is expected to provide. Keep the original wording available to the reviewer. A certificate file alone does not establish whether the agreed coverage requirement has been satisfied.
Assign the follow-up and retain the evidence
Create an obligation for providing or updating the document, with the relevant due date and owner. Attach the supporting evidence when it arrives and use verification where required. This gives the team a visible distinction between a file being submitted and its contents being checked.
Include it in the supplier review
Review the supporting documents across the contract lifecycle alongside the agreement’s other dates and commitments. Contractual obligations may continue after signing, especially when evidence needs periodic refresh. The responsible person can follow up before the next required update.
View full screenshot ↗A FEW PRACTICAL QUESTIONS
Before your next step.
Does the software certify insurance coverage?
No. This workflow organizes documents, dates, evidence, and verification. Your qualified reviewer determines whether the coverage meets the requirement.
Is this a separate insurance platform?
No. It is a practical use of supporting files and obligation tracking within the agreement workspace.
LET’S TALK ABOUT YOUR WORKFLOW
Bring your agreements.
We’ll help you find the next step.
See how the documents, people, dates, and commitments fit together for your team.