Resources
Construction compliance resources for COI tracking workflows.
Practical guides, templates, and browser-only tools for teams that need to request, track, and renew construction compliance documents.
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Compliance Document Library
Plain-language overviews of COIs, W-9s, licenses, bonds, OSHA cards, and safety documents. Browse the library.
Subcontractor Compliance Checklist
Mark common packet items as ready, missing, not reviewed, or needing updates in a browser-only checklist. Open the checklist.
COI Chasing Cost Calculator
Estimate administrative time and labor cost spent requesting and following up on subcontractor insurance documents. Open the calculator.
Construction COI Tracking Guide
A plain-language guide for GCs and subcontractors covering packet workflows, reminders, and common breakdowns. Read the guide.
Free COI Expiration Reminder
Generate 60, 30, 15, and 5 day reminder dates in your browser. No login, network request, or storage. Open the tool.
COI Request Email Template
Copy request, expiring COI, missing document, and corrected document follow-up templates. Use the template.
Need a reusable packet workflow?
Site Level helps contractors keep compliance documents organized, track expiration dates, and share packets when paperwork is requested.