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Popular articles
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Getting Started
6 articles
Set up your requirements, add your first contractors, and learn how compliance status is decided.
Contractors
7 articles
Add, import, search and manage the contractors you track.
COIs & Insurance
7 articles
Request certificates, read what AI parsing extracted, and handle expirations.
W-9s & Documents
4 articles
Collect W-9s and file every other document you need on record.
License Verification
5 articles
Check contractor licenses against state databases in seven states.
Alerts & Notifications
5 articles
Expiration alerts, the weekly summary, and what your contractors receive.
Projects & Reports
5 articles
Group contractors by job, set per-project requirements, and export reports.
Account & Billing
6 articles
Teammates, roles, plans, invoices and cancellation.
Integrations & API
5 articles
Webhooks, signature verification, Zapier, Make, Slack and Teams.
Agency Portal
7 articles
Run a portfolio of client organizations from the agency console.
✨ What's new
Agency Portal
Brokers and risk managers can run a portfolio of client organizations from one console.
Per-coverage expiry dates on certificates
Parsing now reads the effective and expiration date of each policy, not just the general liability row.
Weekly compliance summary on every plan
One Monday digest of everything expired or expiring, including on Free.
Looking for background, not button-clicks?
The Help Center covers how to use TrackMyVendor. For what a COI is, what your state requires, and how to decide what to demand of a subcontractor, the guides are over here.
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