Extract the details
Upload a certificate and pull policy dates, limits, carriers, and named insured details into a vendor record.
Vendor certificate control
Cover Stake / field note 01
Keep vendor certificates visible, current, and responsibly verified.
Cover Stake gives general contractors, remodelers, and property managers a clearer way to collect, organize, and follow up on certificates of insurance.
Built for teams managing 10–300 subcontractors or vendors — without an enterprise sales process.
Certificate register
Vendor coverage board
Sample view
A focused administrative view for the documents and dates your team is responsible for tracking.
24
on file
03
renew soon
01
needs review
Northline Electrical
GL · expires Mar 18
Cedar & Stone Carpentry
WC · expires Feb 04
Hearthside Property Care
COI · endorsement check
Next review window: 14 daysRFR-014
Illustrative workspace view · not proof of coverage
The useful middle
Less spreadsheet archaeology. More current information.
Cover Stake turns a scattered certificate inbox into a repeatable control point for the people who keep projects moving.
See what needs attention
Keep upcoming expirations and missing documents visible before they become a last-minute email chase.
Close the loop responsibly
Give your team a clear follow-up path while keeping the final coverage confirmation with the insurer or broker.
A straightforward loop
From incoming document to next action.
The workflow is intentionally administrative: make the record easier to read, and the follow-up easier to remember.
01
Collect
Upload certificates as vendors send them.
02
Organize
Keep one readable record for every subcontractor or vendor.
03
Renew
Get ahead of expiry dates with focused reminders.
The important distinction
A certificate is evidence to manage — not a promise to outsource.
Cover Stake helps teams keep documents and dates visible. It does not determine whether coverage exists, replace policy terms, or make decisions about exclusions and endorsements.
Use the record with care
A useful control system leaves the final coverage conversation with the right experts.
Confirm coverage with the insurer or broker.
Review exclusions and endorsements against the policy.
Treat the certificate as informational evidence only.
Ready when you are
Make renewal follow-up a little less fragile.
Tell us how your team tracks vendor certificates today, and we’ll show you where Cover Stake can make the work clearer.