We only need reminders. Why use DueFiles?

A reminder works when the vendor knows what to fix. DueFiles names the missing form, sends the reminder, and stops after the packet passes.

Can we import our existing roster?

Yes. CSV import maps vendor names and contacts. Send upload links while unreviewed files remain pending until someone confirms them.

Does DueFiles replace our shared drive?

DueFiles becomes the system of record for whether a vendor meets the insurance requirements. Original documents remain stored, while the dashboard records the compliance state.

DueFiles vs COI Tracker

COI Tracker stores a PDF and its expiration date. DueFiles reads the full packet, so a missing CG 20 37 keeps the vendor non-compliant until the form arrives.

Expiration tracking is only the first check. DueFiles catches the claim-critical gap where the certificate is current but the required endorsement is missing.

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Why DueFiles wins

Verify endorsement forms instead of storing a date.
Fail a checkbox when the required form is absent.
Collect directly from brokers through an assigned upload link.
Keep unreviewed files pending until a person confirms them.
Use published plans with extraction included.
Stop reminders when the packet is actually compliant.

Side by side

What buyers actually ask, answered with product behavior.

What does the product check?
COI Tracker
Whether a file exists and when it expires.
DueFiles
Limits, entities, dates, and the endorsement forms behind the checkboxes.
How is additional insured coverage verified?
COI Tracker
Stored as a field.
DueFiles
CG 20 10 covers ongoing operations. CG 20 37 covers completed operations. Each is a separate check.
How is waiver of subrogation verified?
COI Tracker
Stored as a checkbox when added.
DueFiles
Check CG 24 04 and WC 00 03 13 against the packet.
What happens to an unreviewed vendor?
COI Tracker
The stored file can look complete.
DueFiles
It remains pending and does not receive a clear status.
How do vendors submit documents?
COI Tracker
You chase PDFs into the folder.
DueFiles
Send a vendor upload link.
When do reminders go out?
COI Tracker
On the expiration date.
DueFiles
At 60, 30, 15, and 7 days, then stop when the packet passes.
What does pricing include?
COI Tracker
Storage and reminder features.
DueFiles
$0 Free, $39 Starter, $99 Pro, or $249 Business for the full program.
What belongs in a board packet?
COI Tracker
A list of stored files.
DueFiles
Coverage table, identified gaps, and hashed audit export.
Are vertical rules available?
COI Tracker
Create them alongside the tool.
DueFiles
Industry templates ship with the workspace.
Can you inspect it first?
COI Tracker
Sign up and import files.
DueFiles
Open Harborstone or use the free homepage checker.

What buyers ask	COI Tracker	DueFiles
What does the product check?	Whether a file exists and when it expires.	Limits, entities, dates, and the endorsement forms behind the checkboxes.
How is additional insured coverage verified?	Stored as a field.	CG 20 10 covers ongoing operations. CG 20 37 covers completed operations. Each is a separate check.
How is waiver of subrogation verified?	Stored as a checkbox when added.	Check CG 24 04 and WC 00 03 13 against the packet.
What happens to an unreviewed vendor?	The stored file can look complete.	It remains pending and does not receive a clear status.
How do vendors submit documents?	You chase PDFs into the folder.	Send a vendor upload link.
When do reminders go out?	On the expiration date.	At 60, 30, 15, and 7 days, then stop when the packet passes.
What does pricing include?	Storage and reminder features.	$0 Free, $39 Starter, $99 Pro, or $249 Business for the full program.
What belongs in a board packet?	A list of stored files.	Coverage table, identified gaps, and hashed audit export.
Are vertical rules available?	Create them alongside the tool.	Industry templates ship with the workspace.
Can you inspect it first?	Sign up and import files.	Open Harborstone or use the free homepage checker.

A current date is not additional insured coverage

COI Tracker tracks certificates and dates. DueFiles verifies the endorsements where coverage rights actually appear. The ACORD 25 says the certificate confers no rights, so DueFiles checks the forms.

Collection closes the gap

The portal brings the packet in, lists missing forms, and gives brokers a clear next upload. Your team does not need to pull PDFs from a shared inbox and rename them into a folder.

Reminders follow the review state

A complete, reviewed packet should not keep generating reminders. DueFiles stops after the pass while continuing to chase files with unresolved gaps.

Questions that come up

We only need reminders. Why use DueFiles?: A reminder works when the vendor knows what to fix. DueFiles names the missing form, sends the reminder, and stops after the packet passes.
Can we import our existing roster?: Yes. CSV import maps vendor names and contacts. Send upload links while unreviewed files remain pending until someone confirms them.
Does DueFiles replace our shared drive?: DueFiles becomes the system of record for whether a vendor meets the insurance requirements. Original documents remain stored, while the dashboard records the compliance state.

Run the program in DueFiles

Create a Free workspace, send your first upload link, and see the open item behind each pending row.

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