Can DueFiles handle licenses and insurance?

Pro and Business can capture W-9, license, and bond documents alongside the COI. The verification engine focuses on insurance because that is where endorsement gaps create claim exposure.

Is DueFiles a vendor management system?

Keep the vendor system you already use. Import the roster, send upload links, and return reviewed insurance status to connected teams.

What if our vendors already exist in another system?

Import them by CSV. DueFiles then becomes the record of whether each vendor meets the insurance requirements.

DueFiles vs TrackMyVendor

TrackMyVendor is a vendor desk with licenses and COIs attached. DueFiles is the insurance compliance platform built around the packet, the endorsement rules, the queue, the reminders, and the audit trail.

If the requirement is knowing which vendors are actually insured, use a platform built for the insurance file. DueFiles keeps the compliance decision at the center.

Start free, up to 10 vendors See a demo

Why DueFiles wins

Make insurance requirements the template, not just another vendor tab.
Verify named forms, including WC 00 03 13 and CG 34 01 where required.
Give brokers a direct upload link.
Keep unreviewed vendors pending.
Use vertical templates for property, HOA, venues, and other programs.
See published pricing for a complete insurance compliance program.

Side by side

What buyers actually ask, answered with product behavior.

What is the center of the product?
TrackMyVendor
Vendor records, licenses, and documents.
DueFiles
Certificates, endorsements, and compliance state.
How deep is endorsement verification?
TrackMyVendor
Documents are attached to the vendor record.
DueFiles
Form-level rules. A checkbox alone is not a pass.
Who uploads the certificate?
TrackMyVendor
Vendor users in the system.
DueFiles
A vendor or broker uses a no-login link.
What does the review queue show?
TrackMyVendor
A document list.
DueFiles
Grey until a person confirms the packet.
Are vertical insurance templates available?
TrackMyVendor
Generic vendor fields.
DueFiles
Industry requirements with limits and ISO forms.
How does chasing work?
TrackMyVendor
Assign a task to the vendor.
DueFiles
Send reminders at 60, 30, 15, and 7 days, then stop.
What is the catalog?
TrackMyVendor
Vendor-management pricing.
DueFiles
$0 Free, $39 Starter, $99 Pro, or $249 Business.
Can you connect to PMS or AP workflows?
TrackMyVendor
Vendor status remains in the desk.
DueFiles
Connected status updates report vendors that need action or are expiring.
What belongs in a board or lender packet?
TrackMyVendor
Export the vendor files.
DueFiles
Coverage table and hashed audit export.
Can you inspect the product?
TrackMyVendor
Create an account and configure it.
DueFiles
Open Harborstone or run a free COI check.

What buyers ask	TrackMyVendor	DueFiles
What is the center of the product?	Vendor records, licenses, and documents.	Certificates, endorsements, and compliance state.
How deep is endorsement verification?	Documents are attached to the vendor record.	Form-level rules. A checkbox alone is not a pass.
Who uploads the certificate?	Vendor users in the system.	A vendor or broker uses a no-login link.
What does the review queue show?	A document list.	Grey until a person confirms the packet.
Are vertical insurance templates available?	Generic vendor fields.	Industry requirements with limits and ISO forms.
How does chasing work?	Assign a task to the vendor.	Send reminders at 60, 30, 15, and 7 days, then stop.
What is the catalog?	Vendor-management pricing.	$0 Free, $39 Starter, $99 Pro, or $249 Business.
Can you connect to PMS or AP workflows?	Vendor status remains in the desk.	Connected status updates report vendors that need action or are expiring.
What belongs in a board or lender packet?	Export the vendor files.	Coverage table and hashed audit export.
Can you inspect the product?	Create an account and configure it.	Open Harborstone or run a free COI check.

A license record is not CG 20 10

TrackMyVendor manages vendor records. DueFiles verifies the endorsement packet. When a claim follows substantial completion, the question is whether CG 20 37 applies, not whether the vendor row exists.

Templates match the contract

Property programs can name the owner and management company. Venues can require liquor coverage with CG 34 01 and designated-venue additional insured coverage. Staffing programs can specify alternate-employer workers' compensation forms.

Collection without another account

Brokers receive a link, upload the PDF, and see what remains missing. DueFiles removes the account-creation step from vendor collection.

Questions that come up

Can DueFiles handle licenses and insurance?: Pro and Business can capture W-9, license, and bond documents alongside the COI. The verification engine focuses on insurance because that is where endorsement gaps create claim exposure.
Is DueFiles a vendor management system?: Keep the vendor system you already use. Import the roster, send upload links, and return reviewed insurance status to connected teams.
What if our vendors already exist in another system?: Import them by CSV. DueFiles then becomes the record of whether each vendor meets the insurance requirements.

Run the program in DueFiles

Start free with a vertical template that matches your insurance requirements.

Start free, up to 10 vendors See pricing

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