Know whose coverage has lapsed. Before they set foot on site.
Ressio tracks certificate of insurance dates for every subcontractor — with automatic expiry reminders, self-service vendor renewal, and a complete compliance record per project.
No commitment. 30 minutes. We'll walk through your workflow.
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Compliance tracking that runs itself
Manually tracking COI expiration dates across 10 or 20 subcontractors is one of those tasks that's always urgent when it fails. Ressio automates it.
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COI expiry dates tracked per vendor — always visible
Store certificates of insurance in each vendor's Ressio record with expiration date, reference number, and notes. All COI status across your entire vendor list is visible in one view — current, expiring soon, or lapsed. Know where you stand before a sub steps on site.
- COI stored per vendor with expiry date and reference number
- Status visible: current / expiring soon / lapsed
- All vendor compliance visible in one company-level view
- Notes and additional fields per compliance document
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Automatic expiry reminders — vendor gets the nudge, not you
When a COI is approaching expiration, Ressio automatically sends the vendor an email with a magic link. They click it, land on their portal document page, and upload the renewed certificate. You get notified when it's done. No back-and-forth. No chasing.
- Automatic expiry reminder email sent to vendor
- Email includes magic link to vendor portal documents page
- Vendor uploads renewal directly — no Ressio account needed
- Contractor notified when vendor completes the upload
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Vendor self-service — they update, you verify
Vendors access their compliance document page through a magic link and can view, edit, and upload documents without a Ressio account. When they upload a new COI, Ressio validates the attachment and notifies you to review. You review and confirm — without a single email or phone call.
- Vendor portal document page — view and upload via magic link
- Vendor edits expiration date, reference, and notes fields
- Contractor notified when vendor submits updated document
- Full upload and edit history per vendor
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HoundDog integration — automated COI collection at scale
For builders managing a large sub network, Ressio integrates with HoundDog to fully automate COI collection and verification. HoundDog tracks, requests, and validates COIs against your requirements — and pushes the updated status to Ressio. Ressio customers get a 20% discount on HoundDog.
- HoundDog integration for automated COI collection
- Validates COIs against your coverage requirements
- Status syncs to Ressio vendor records
- Ressio customers receive 20% discount on HoundDog
From COI upload to verified compliance in three steps
Store COIs in each vendor record
When onboarding a vendor, attach their certificate of insurance with the expiration date. Ressio tracks it from that moment. All your subs and their compliance status are in one view.
Ressio sends the expiry reminder
As a COI approaches expiration, Ressio automatically notifies the vendor with a magic link. They upload the renewal. You get notified — no manual follow-up.
Review and confirm
Review the uploaded document in Ressio. Confirm the new expiry date. Your compliance record is updated. The sub's status flips to current — automatically.
Insurance tracking connected to vendor management
COI tracking in Ressio is part of your full vendor management workflow — connected to the vendor portal, project assignments, and the HoundDog integration for automated collection at scale.
HoundDog connects to Ressio in two clicks from Company Settings — Ressio customers receive a 20% discount.
What builders say about insurance tracking in Ressio
I used to have a spreadsheet for COI dates. It was always out of date. Now Ressio tracks them and the sub gets the reminder automatically. I haven't personally chased a COI renewal in months.
Customer name TBD
Custom home builder, City, State
I had a sub on site with a lapsed COI and I didn't know it. That was the thing that made me start tracking it properly. Ressio shows me the status before I schedule anyone on a new job.
Customer name TBD
Residential remodeler, City, State
The vendor uploads their own COI renewal through the magic link. I get a notification. Done. The whole thing happens without me in the loop until it's time to verify.
Customer name TBD
Custom builder, City, State
Frequently asked questions
Store COIs in each vendor record with expiration dates and reference numbers. Ressio tracks expiry automatically and sends vendors an email reminder with a magic link when their certificate is approaching expiration. Vendors upload the renewal through their portal. You're notified and review the new document in Ressio.
Yes. Ressio sends automatic expiry reminder emails to vendors before their COI expires. The email includes a magic link to their vendor portal documents page where they can upload the renewed certificate without needing a Ressio account.
Yes. Vendors access their compliance document page via magic link — no Ressio account required. They can upload new documents, update expiration dates, and add notes. You receive a notification when they submit and can review and confirm in Ressio.
HoundDog is a specialized COI collection and verification platform. It integrates with Ressio to automate COI collection from your subcontractors — tracking, requesting, and validating certificates against your coverage requirements. Status syncs back to Ressio vendor records. Ressio customers receive a 20% discount on HoundDog.
Yes. Ressio's company-level vendor compliance view shows all vendors with their COI status — current, expiring soon, or lapsed. Filter by status to see who needs attention before scheduling them on a new project.
Yes. When assigning a vendor to a project task, Ressio can flag if their COI is lapsed or expiring soon — helping you catch compliance issues before a sub is scheduled on site.
Yes. Every COI upload, edit, and renewal is recorded with a timestamp in the vendor's compliance history in Ressio. This creates an audit trail for compliance documentation — useful for insurance reviews, contract requirements, or dispute resolution.
Yes. While COI tracking is the primary use case, Ressio's vendor document management supports other compliance documents — licenses, W-9s, and any documentation you require from subs. Store them per vendor with expiration dates and notes.
Insurance tracking connects to vendor management
Vendor Portal
Vendors upload COI renewals directly through their portal via magic link — no account needed.
Subcontractor Management
Compliance status is part of your full vendor record — alongside bids, tasks, and purchase orders.
QR Codes & Magic Links
Expiry reminder emails include magic links — vendors upload renewals without a login.
Know your subs are covered. Before you schedule them.
30 minutes. Walk us through how you currently track subcontractor insurance — we'll show you how Ressio automates it.
Usually responds within 1 business hour. No commitment required.