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Subcontractor Insurance & License Tracker

Track every subcontractor's COI, workers comp, general liability, license number, and expiration dates in one master spreadsheet. Get alerts before certs expire.

★★★★★ Rated ⚡ Instant Download 🔒 Secure Checkout 📄 PDF + Excel Formats ✓ 30-Day Guarantee

What's Included

  • Master sub roster with 20 sub rows (expandable)
  • General liability coverage amount and carrier
  • Workers compensation policy number and expiration
  • Additional insured status tracking
  • Contractor license number and renewal date
  • State license classification (electrical, plumbing, general, etc.)
  • COI received date and document storage reference
  • 90-day, 60-day, 30-day expiration warning flags
  • Notes column for follow-up status
  • Instructions for how to add your company as additional insured

Who This Is For

Every GC who hires subs needs this. If a sub gets injured on your site and has no workers comp, you could be liable. If a sub's general liability lapses and they damage the homeowner's property, you could be sued. Tracking 8-15 subs manually across multiple expiration dates is impossible without a system. This tracker makes it a 10-minute monthly task.

What Professionals Say

★★★★★

Had a sub whose workers comp lapsed without telling me. This tracker flagged it 30 days before it expired. We collected the renewal COI before they came back to site.

— Marcus D., general contractor
★★★★★

My insurance agent told me I needed a system like this. We have 12 regular subs — tracking expiration dates in my head was insane.

— Linda K., construction company owner
★★★★★

Simple spreadsheet that does exactly what I need. No subscription, no app to learn. Download and start using it.

— Tom R., remodeling contractor

Frequently Asked Questions

What insurance do I need to verify for each subcontractor?
At minimum: general liability (usually $1M per occurrence / $2M aggregate), workers compensation (required in most states), and auto liability if they drive company vehicles. Request you be added as additional insured on their GL policy for each project.
What is a Certificate of Insurance (COI)?
A COI is a one-page document from the sub's insurance carrier listing their policy types, coverage amounts, and expiration dates. Always collect a current COI before any sub starts work — not after.
How often do I need to update COIs?
General liability and workers comp policies are typically annual. Set a reminder 60 days before expiration to request updated COIs. Allowing expired insurance is a serious liability risk and may void your own coverage.
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