Don't Lose Insurance-Network Eligibility Over a Missed Renewal
COI, License & Certification Tracking for Restoration Companies
Water, fire, and mold restoration runs on carrier relationships — and one lapsed IICRC certification, expired COI, or suspended license can drop you from an approved-vendor network. TrackMyVendor tracks every credential for your crews and subs, and alerts you before a carrier audit finds the gap first.
One place for every credential a carrier will ask about
COI tracking, certification tracking and automated follow-up cover the documents that decide your network eligibility — for your own company and every restoration sub you dispatch.
COI and endorsement tracking
AI reads each certificate of insurance and pulls the carrier, policy numbers, per-coverage limits and dates — general liability, umbrella, and the pollution line where the certificate carries one. The endorsement forms behind it are read too, so a missing additional-insured form is something you see before an audit rather than during one. See how AI COI parsing works.
IICRC certification and license tracking
Store each technician's IICRC certifications (WRT, ASD, AMRT, FSRT) alongside state contractor licenses — with expiration tracking on every one. Automatic state-database verification for TX, FL, CA, WA, OR, IL, and CO contractor licenses, re-checked daily.
Subs onboarded — and chased — in minutes
Send a restoration sub a magic link and they upload their COI, certs, license and W-9 from a phone in under 2 minutes, no account required. After that the reminders go to them, not just to you, and one click chases everyone still outstanding when a large loss is about to staff up.
A requirement set per carrier program
Carrier networks do not ask for the same limits, and neither do large-loss jobs. Set the required coverages and minimums per program or project, and see which crews and subs actually clear that bar rather than eyeballing a certificate against a contract. See how projects work.
W-9s for a roster that moves with the weather
The same request collects the W-9, with legal name, TIN and tax classification read off the form — so a sub brought on for one catastrophe week is already documented when the 1099s are cut.
Expirations where your team already looks
Subscribe every certification and policy date into Google Calendar, Outlook or Apple Calendar, and push compliance events into Slack, Teams, Zapier or Make with signed webhooks — so eligibility is watched by the same tools that run dispatch.
Also running roofing or storm-restoration roof work? See our roofing contractor coverage-gap guide →
How compliance tracking works for restoration companies
Three steps, and only the first one takes your time.
Add every sub and technician company
Water, fire, mold and contents specialists all sit in one roster, each with the certifications, insurance and licensing that particular carrier program expects.
They upload from a link, and it is read and re-checked
A restoration sub can supply their COI, W-9, license and certification cards from a phone in a driveway, with no account to create — the difference between compliance happening and compliance being promised. The ACORD form is then parsed automatically for carrier, coverage lines, limits and per-coverage dates, and license numbers are re-verified daily against Texas TDLR, Florida DBPR, California CSLB, Washington L&I, Oregon CCB, Illinois IDFPR and Colorado DORA.
Nothing falls off the program quietly
Every plan flags what is expiring in the dashboard and emails your team a weekly summary. Starter adds the per-deadline alerts at 90, 60, 30 and 7 days, sent to the contractor as well as your team.
In restoration, a paperwork lapse costs you the work — not just a fine
Carriers and TPAs vet the vendors on their program continuously. The risk isn't an abstract "compliance violation" — it's getting dropped from the network that feeds you claims:
Losing eligibility to work is a different kind of pain than a liability exposure — it stops the revenue, not just the margin. That's why restoration companies need renewal tracking that never blinks.
Credentials restoration companies track in TrackMyVendor
Simple, transparent pricing
Start free with 25 subs. Carrier-ready compliance reports come with Pro.
Free
Free forever. No credit card. No expiration date on the free tier.
- ✓AI COI parsing and AI W-9 parsing — carrier, limits, policy dates, name, TIN and tax classification read for you
- ✓Any other document, filed by category — contracts, financials, licensing, insurance
- ✓License verification against the TX, FL, CA, WA, OR, IL & CO state databases
- ✓Magic link uploads — your subs send documents without an account
- ✓Expiration tracking across every license, certificate and W-9
- ✓Weekly compliance digest by email
- ✓Timestamped audit trail
Starter
Solo GC or property manager tired of chasing renewals manually — less than the cost of discovering one expired license on inspection day.
- ✓Everything in Free
- ✓Unlimited subs and crews — no 25-record ceiling
- ✓Automated email alerts at 90/60/30/7 days — sent to your team and the contractor
- ✓Calendar feed — subscribe every deadline into Google Calendar, Outlook or Apple Calendar
- ✓Invite a second user to your account
Pro
Multiple job sites or properties, with a foreman or office manager who also needs access.
- ✓Everything in Starter
- ✓AI-parsed endorsements — additional insured, waiver of subrogation, primary & non-contributory, read off the endorsement pages
- ✓Projects — group subs by job or property, with per-project coverage requirements
- ✓Unlimited users & team roles
- ✓Bulk import — add your roster from CSV or a certificate archive
- ✓Integrations — API key, webhooks, Zapier, Make, Slack and Teams
- ✓Compliance reports (PDF & Excel)
No contracts. Cancel anytime. See the full plan comparison →
What a carrier vendor program actually audits
Losing a place on a carrier's vendor list is rarely about the quality of the work. It is about a document that expired while nobody was watching, discovered during a routine compliance sweep. These are the items those sweeps look at.
IICRC certifications, per technician and per category
WRT, ASD, AMRT and FSRT sit on different renewal clocks and belong to individuals, not the company. A technician whose certification lapsed is a finding even when the firm's own credentials are spotless.
General liability with the program's limits
Carrier programs set their own minimums, and they are usually higher than a state's. The limit that satisfied one program will not automatically satisfy the next one you join.
Pollution liability where mold and sewage are in scope
Standard GL commonly excludes it. If your scope includes category 3 water or mold remediation, the absence of this policy is the gap the audit is looking for.
Workers' compensation, without exception
Restoration work is physical and often out of hours. This is the coverage a carrier is least willing to see lapse for even a week.
Commercial auto for the fleet
Trucks, trailers and drying equipment move between losses daily. Program requirements almost always name this policy separately from GL.
A current state license for the licensed portions
Reconstruction after mitigation crosses into licensed general contracting in most states. The mitigation side may need none, and the rebuild side may need a full license.
Each of these is stored as its own document with its own expiration date, so a certification renewing in March and a GL policy renewing in September are tracked independently instead of collapsing into a single date that hides both.
Frequently asked questions
Can TrackMyVendor track IICRC certifications?
How does this help me stay on an insurance carrier's approved-vendor network?
Can I track my restoration subcontractors, not just my own crew?
Does TrackMyVendor verify restoration contractor licenses with the state?
Can we track certifications that belong to individual technicians?
We are on several carrier programs with different minimums. Does that fit?
How quickly would we know if a sub's license was revoked?
Protect your place on the network
Track IICRC certs, COIs, licenses, and W-9s for every crew member and sub — and catch a lapse before a carrier audit does.
Start free — track up to 25 vendorsNo credit card required
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