The insurance expiry log
An Excel / Google Sheets log of your subs' certificates. Rows turn yellow 30 days before a policy expires and red once it has expired. It works offline in Excel or Google Sheets, with no app or account to sign up for, and it comes with the five emails for chasing certificates.
What's inside
- Insurance expiry log for Excel or Google Sheets, color-coded 30 days out
- Certificate of insurance request letter (Word + PDF)
- 5 email scripts: first request, reminder, missing items, expiring soon, expired
- Estimate form and change order form (Word + PDF)
- Start-here guide
- Federal bid checklist with links to the official rules on acquisition.gov
Who it's for: General contractors and small trade businesses that hire subs.
Fine print
Sample templates, not legal advice (and not insurance advice). Check them against your contracts and your insurer's requirements. Digital download; nothing ships.
Refund policy
If the files won't open or are defective, email us within 7 days of purchase and we'll refund you.