Track general liability, auto, workers’ compensation waivers, fidelity bonds, and owner or management entities that must be additional insured.
The operating reality
Cleaning and janitorial companies often sit in the middle of two insurance workflows. They must manage subcontractor evidence for their own operation while producing organized proof for clients, buildings, and service locations with distinct requirements.
DueFiles keeps the subcontractor, service contract, client entity, location, insurance evidence, related credentials, open gap, and renewal work on one record. Operations sees whether the subcontractor is ready for the assignment and what must be resolved before service continuity is affected.
A real operating scenario
Requirement design
The right decision depends on the service arrangement. DueFiles preserves the client, location, assigned requirement, and related documents instead of flattening every subcontractor into one generic standard.
Assign the legal entities and certificate-holder language required for the service contract.
Model GL, auto, workers compensation, limits, waivers, and additional-insured evidence.
Keep bonds, licenses, and related vendor records beside the structured insurance decision.
Surface renewals and unresolved gaps before they interrupt staffing at an active location.
From first request through renewal
Vendors and brokers get a direct submission path. Coordinators get requirement-level open gaps. Leaders get evidence-backed status and a complete review history.
Define coverage lines, limits, entities, forms, and date rules for each trade, property, or program.
Send one direct link to the vendor or broker. They submit for the assigned vendor without creating an account.
DueFiles structures certificate fields and detected forms, then connects them to the assigned requirement.
Short limits, missing forms, entity mismatches, expired policies, and uncertain fields become specific actions.
Authorized reviewers approve the file, reject uncertain extraction, or record an exception with its context.
Expiration windows, follow-up activity, replacement submissions, and the complete review history stay connected.
The operator view
Coordinators can see the missing file, client-specific open gap, review state, or upcoming expiration. The same record organizes the evidence clients request and the work needed to keep the subcontractor assigned.
Assign the subcontractor to the requirement that follows the client and location.
Send a direct request to the subcontractor or broker and retain every revision.
Name the short limit, missing entity, waiver, or credential that blocks readiness.
Keep renewal ownership visible across active service locations.
Shared operating context
Know whether the subcontractor is ready for the assigned client and location.
Produce an organized requirement, evidence, decision, and renewal history when a client asks.
Receive a direct request that names the exact entity, form, or coverage still needed.
Program questions
See how the requirement, submission, decision, and renewal model fits the operating details of this program.
Yes. Configure requirement sets around each service arrangement and assign the correct client entities, limits, and forms.
Yes. Related credentials remain attached to the vendor record while insurance requirements stay structured separately.
Yes. The subcontractor can forward the assigned submission path to the producer without creating a workspace account.
Expiration windows and open gaps remain visible in the action queue with the subcontractor, client, and location context.
Enterprise covers complex client and location structures, advanced identity, connected operations systems, procurement, tailored security, implementation, retention requirements, and contractual controls.
Start with 10 vendors free, or design an Enterprise program around your portfolio, systems, and procurement requirements.
