01
Collect original-file uploads
Upload a vendor’s original certificate to its record, or send a private vendor submission link so the vendor can upload the file directly.
For small and midsize U.S. general contractors
COI tracking for general contractors.
Collect original vendor COI files, enter coverage details manually, and compare them with saved workspace requirements. RafterProof surfaces compliance gaps and expirations for your team to review and follow up.
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A manual review workflow for vendor records.
The workflow today
Review each record with its source file.
- 01Original certificate uploaded to the vendor record
- 02Coverage details entered by your team
- 03Entered details checked against saved requirements
Original files. Manual review. Clear next steps.
Keep collection, requirements, and follow-up connected.
Vendor-submitted files stay with their records. Your team enters the details, checks them against workspace rules, then decides what needs attention.
02
Enter coverage details
Your team reads the original file and enters the coverage details and policy dates that need to be tracked.
03
Compare saved requirements
RafterProof checks the details your team entered against the coverage requirements saved for your workspace.
04
Review gaps and expirations
Compliance gaps and approaching expirations are surfaced for your team to review and follow up with the vendor.
Availability today
Two intake capabilities need credentials first.
Until those credentials are configured, these features are unavailable. The current workflow remains manual.
AI extraction
UnavailableUnavailable until the required AI-provider credentials are configured. Uploaded COIs are not extracted automatically; your team enters the details.
Forwarded-email COI intake
UnavailableUnavailable until the required inbound-mail credentials are configured. There is no active forwarding inbox for COIs.
RafterProof for contractors