One missing COI can cost you everything

A single expired W-9 or lapsed COI can cost you thousands in fines, stopped work, and failed audits

General contractors lose an average of $12,000 per audit failure. One subcontractor without workers' comp? That's on you. One expired certificate of insurance? Your project stops. ClearToPay Compliance handles all of it — so you never have to think about compliance again.

Avg Audit Failure Cost

$12,000

Expired Docs Found in Audit

47 docs

Manual Checking Per Week

6 hours

The Problem

This is what keeps general contractors up at night

And it happens more often than anyone wants to admit.

The Expired COI That Stopped a $4M Project

A framing subcontractor's general liability policy lapsed on a Tuesday. Nobody noticed. On Wednesday, an OSHA inspector showed up. The GC was fined $18,500 and the project was shut down for 11 days.

$18,500 fine + 11 days lost

The Missing W-9 That Triggered an IRS Audit

A plumbing sub never submitted a W-9. Two years of 1099s were filed wrong. The IRS came knocking. The GC spent $34,000 on accountants, penalties, and back taxes — for one missing form.

$34,000 in penalties and fees

The Workers' Comp Certificate Nobody Checked

A drywall crew's workers' comp expired mid-project. A worker got injured. The claim went to the GC's policy instead — because the sub wasn't covered. Premiums doubled for the next three years.

3 years of doubled premiums

The Audit That Found 47 Expired Documents

A mid-size commercial GC faced their annual insurance audit. The auditor found 47 expired certificates across 23 vendors. The result? Their umbrella policy was revoked, and bonding capacity was cut by 60%.

Revoked policy + 60% less bonding

The Monday Morning Surprise

Every Monday, an office manager spends 6 hours manually checking vendor files, sending emails, and building a spreadsheet of who can be paid — only to miss three expiring certificates. Again.

6 hours/week. Every week. Forever.

The Subcontractor Who Was Never Insured

A new electrical sub was added to the project in a rush. Nobody verified their COI. They were never insured. When a panel caught fire causing $200K in damage, the GC's own policy had to cover every cent.

$200,000 uncovered claim

Every project. Every subcontractor. Every document. We track it all.

The Fix

We take compliance off your hands. Completely.

No more spreadsheets. No more chasing vendors. No more Monday morning panic.

AI Reads Every Document

COIs, W-9s, workers' comp, general liability, commercial auto, umbrella, business licenses — drop them in and our AI extracts every field. Vendor name, carrier, policy number, effective date, expiration date. Automatically.

Nothing Slips Through

Every document is checked. Every expiration date is tracked. Every vendor is evaluated against your specific requirements. If anything is missing, expired, or expiring this week — you'll know before it becomes a problem.

Monday Morning Report — Every Week

Every Monday by 6 AM, you get a Clear-to-Pay Report showing exactly which vendors are approved for payment for the entire week. PDF and Excel. Forward it to your project managers. Done.

We Chase Your Vendors, Not You

We remember who submitted each document. At 30, 15, 7, and 0 days before expiration, we send them automated reminders. They hear from us — not from you. You stay focused on building.

Audit-Ready in 5 Minutes

When the auditor calls, you don't panic. Select the client, vendor, document type, and date range. Download a complete ZIP with every document, vendor summaries, and compliance reports. Five minutes. Done.

Built for Construction, by People Who Get It

We understand retainage, pay-when-paid, joint checks, OCIPs, CCIPs, and the difference between a 201 and an additional insured endorsement. This isn't generic compliance software — it's built for your industry.

How It Works

Three steps. That's it.

From setup to peace of mind in less time than you think.

01

We Set You Up

Tell us what documents your vendors need. COI? W-9? Workers' comp? Business license? We configure your requirements. Then we import your vendor list — from a spreadsheet, CSV, or manual entry. Takes about an hour.

Your dedicated onboarding specialist handles everything.

02

Documents Come In

Your vendors, their insurance agents, or your team email documents to your dedicated inbox. Our AI reads every one — extracts the data, checks for completeness, flags anything suspicious.

You don't sort, file, or review anything.

03

You Get the Answer

Every Monday morning: a Clear-to-Pay Report in your inbox. Approved. Review. Hold. That's it. You know exactly who can be paid. And when audit season comes, you're ready in minutes.

Six hours of manual work — gone. Every week.

When the auditor calls, be ready in 5 minutes — not 5 days.

Audit Season

When the auditor calls, don't scramble

Insurance audits. OSHA inspections. GC prequalification. Bank bonding reviews. They all want the same thing: your documents, organized, complete, and ready. Here's what we deliver in under five minutes.

Complete Audit Package

  • Every matching document, organized by vendor
  • Vendor compliance summaries with status and dates
  • Missing document report — what's still needed
  • Expired document report with expiration dates
  • Full audit trail of every document change
  • Delivered as a single ZIP file, ready to share

Search Anything, Instantly

  • Search by client, vendor, or document type
  • Filter by date range — pull everything from Q4 2025
  • Find by policy number or insurance carrier
  • Results in seconds, not hours
  • Every document version preserved — nothing is ever overwritten

Every document type your project requires

Standard or custom — if your vendors need it, we track it.

Certificate of Insurance (COI)

The cornerstone. We check the holder, additional insured endorsements, and every date.

W-9 Form

No more IRS surprises. Every vendor's W-9, verified and filed.

Workers' Compensation

If a sub's coverage lapses and someone gets hurt, it's on you. Never let it lapse.

General Liability

The policy that protects you when their work causes damage. Tracked to the day.

Commercial Auto

Every truck, van, and vehicle on your site — insured and verified.

Umbrella / Excess Liability

When standard limits aren't enough. We track the excess layers too.

Business License

Is your electrical sub actually licensed? We verify and track renewals.

Custom Documents

Bonding letters. Safety programs. EMR letters. Add anything your project demands.

Let us take compliance off your hands

Stop spending Monday mornings chasing vendor documents. Stop worrying about what the auditor will find. Stop paying for uninsured subs. One platform. Zero missed deadlines. Every vendor, every document, every week.

Get Started Today

We'll have you set up and running before your next audit.