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Here's a summary of your setup. Review everything below, then head to your dashboard.
Certificates of Insurance
12
COIs Uploaded
10
Approved
2
Flagged
Subcontractor Records
10 subcontractors created with valid COIs on file. 8 have email addresses for automated outreach.
10
Subs Added
8
With Valid Emails
Compliance Issues
These items need attention. You can address them from the Dashboard.
2 COIs flagged for follow-up (expired or below GL minimum)
1 certificate holder name mismatch
2 subcontractors missing contact email (can't send automated campaign emails)
Email & Campaign Configuration
Set up your branded email templates, upload your logo, choose colors, and configure the dunning cadence for COI request campaigns.
Default branding•3-step dunning: 60 / 30 / 7 days before expiry
Your Plan
Professional14-day free trial · $149/mo after
Up to 500 subcontractors · 10 users · Audit tools · Branded emails
You can always bulk upload COIs and contacts later from the Dashboard.