Why CertusTrack
Your contracts establish insurance requirements for the companies you do business with. Managing those requirements means connecting what the contract says with the documents those companies provide, and keeping that evidence current.
CertusTrack is being built to bring that process together, giving your team a clearer way to manage contractual insurance compliance from the initial agreement through renewal.
Compliance begins with understanding the obligation. CertusTrack is designed to identify insurance requirements in your contracts and organize them into actionable items, so your team knows what to request, review, and manage.
A certificate on file is only part of the picture. Limits, coverage dates, and required endorsements must align with the agreement.
CertusTrack’s intended workflow connects each requirement with supporting certificates, endorsements, and other documents, helping your team identify missing information and discrepancies that need review.
Scattered emails and spreadsheets make it difficult to see what remains outstanding. CertusTrack is designed to bring requirements, documents, and open exceptions into one place—helping teams focus their follow-up and make better-informed approval decisions.
Insurance coverage can expire while a contract remains active. CertusTrack is being developed to track expirations, outstanding documents, and unresolved exceptions, helping your team stay aware of changes that require attention.
Whether you work with contractors, subcontractors, vendors, suppliers, or tenants, the goal is the same: understand their insurance obligations and maintain evidence that those obligations are being met.
CertusTrack brings a consistent approach to that process while keeping each agreement’s requirements in view.
Our focus is clear
That is the purpose behind CertusTrack: clearer obligations, connected evidence, and better visibility into contractual insurance risk.
Illustrative case study
Illustrative case study based on a hypothetical customer. The workflow describes CertusTrack’s intended capabilities; it does not represent measured customer results.
A certificate on file is only the beginning. The real question is whether the evidence satisfies the insurance requirements in the contract.
A growing property management company works with contractors, maintenance providers, suppliers, and tenants across multiple locations. Each relationship carries contractual insurance requirements, but keeping track of those obligations has become increasingly difficult.
Contracts live in shared folders. Certificates of insurance arrive by email. Renewal dates sit in spreadsheets. Employees spend hours requesting documents and trying to determine whether each third party meets the requirements.
The company needs a consistent way to connect what its contracts require with the evidence it receives.
Consider a maintenance contractor whose agreement requires $5 million in liability limits and additional insured status.
The contractor submits a certificate showing $1 million in general liability coverage, with no supporting additional insured endorsement. The certificate is saved, and the spreadsheet is marked “received.”
But several questions remain unanswered:
The administrative task is complete, but the compliance review is still open. Repeating this process across hundreds of third parties creates delays, inconsistent decisions, and unresolved gaps.
CertusTrack is designed to bring contractual insurance requirements, supporting documents, and follow-up activity into one connected workflow.
The platform helps extract insurance requirements from contracts and organize them into obligations that can be tracked against the appropriate contractor, vendor, tenant, or project.
Certificates, endorsements, and other required documents are collected and associated with those obligations, giving reviewers a clearer record of what has been submitted and what remains outstanding.
CertusTrack is designed to compare submitted evidence against the requirements and identify potential issues, such as insufficient documented limits, missing endorsements, or expired coverage. Designated reviewers can investigate exceptions and determine the next action.
Document requests, reminders, and assigned tasks help teams address outstanding items without relying on scattered email threads and individual spreadsheets.
Tracking expirations and unresolved exceptions helps the organization maintain visibility after initial onboarding, when policies renew or documents change.
In the maintenance contractor example, receiving a certificate would no longer be the endpoint.
The intended workflow would flag the difference between the required limits and the evidence submitted, identify the missing endorsement, and route the outstanding items for follow-up. The reviewer could then request additional documentation before making an approval decision.
That creates practical value for several teams:
| User | Why they would use CertusTrack |
|---|---|
| Risk management | See documented gaps and prioritize exceptions requiring attention. |
| Operations and procurement | Understand which third parties have outstanding requirements before work begins. |
| Compliance teams | Apply a more consistent review process and maintain a record of follow-up and decisions. |
| Insurance brokers | Help clients organize contractual insurance obligations and coordinate evidence collection. |
| Leadership | Gain visibility into compliance status across locations, projects, and third parties. |
For an organization managing a growing network of third parties, CertusTrack’s value is a more manageable, consistent process.
The intended benefits include less time spent chasing documents, clearer ownership of outstanding items, better visibility into potential coverage gaps, and fewer delays caused by discovering missing evidence late in the process.
These benefits should be measured during a pilot using indicators such as staff time per review, time to complete onboarding, outstanding document counts, and the percentage of renewals received before expiration.
Organizations would choose CertusTrack because their responsibility extends beyond collecting certificates. They need to understand what each contract requires, whether the supporting evidence addresses those requirements, and what still needs attention.
CertusTrack is designed to connect those steps—helping people move from disconnected documents to informed, documented compliance decisions.
Turn contractual insurance requirements into actionable, trackable obligations.
Discover how CertusTrack is being built to help your organization move from scattered documents to a more organized, accountable workflow.
Tell us a bit about your team and we'll be in touch within one business day.
Someone from our team will reach out within one business day to schedule your walkthrough.
