Never find out at the gate that a certificate lapsed

What it reads

From a certificate of insurance, CrewBuddy reads the insured, the insurers, the policy numbers, the effective and expiration dates, the limits and whether you are listed as additional insured. From a license card or a state lookup page, it reads the license number, classification and expiration. In California, for example, the CSLB license lookup shows the expiration date, the bond and the workers’ comp policy on file.

A certificate is a snapshot. It shows the coverage on the day it was issued and does not change the policy, so if a sub tells you a policy changed, ask their agent for a new certificate.

Reminders and requests

With Schedules on, CrewBuddy texts you 30 days before each date, or at the lead time you pick. Schedules holds up to 20 reminders at a time, so with a long list of subs it can send one roundup on the first of each month instead. The text names the document and who to ask. It can draft the email or text asking a sub for an updated certificate, which you send. If TickTick is connected, the dates can go in as tasks too.

When a new certificate comes in, send it and the list and reminders update. GCs who ask you for a certificate get the right one the first time.

Keep the certificates themselves in your files too, so “send the GC our certificate” is a quick reply.