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What is TradeGuard?

TradeGuard is a contractor-focused compliance platform created to replace manual tracking of subcontractor documents with automated monitoring and risk detection. The software helps general contractors and property managers manage critical paperwork such as certificates of insurance, W-9s, OSHA 10 and OSHA 30 cards, contractor licenses, lien waivers, bonds, business licenses, and safety training records. Users can import subcontractor rosters, assign trades and operating states, define required documents, and monitor compliance from a centralized dashboard. TradeGuard automatically tracks expiration dates and sends configurable reminders before coverage or documentation lapses. Its smart extraction technology reads COI PDFs and captures key information such as insurer names, policy numbers, coverage types, policy limits, and expiration dates. The platform includes state compliance matching for all 50 states and Washington, DC, helping teams identify missing requirements before audits, bids, mobilization, or project kickoffs. TradeGuard also allows companies to set minimum insurance standards by trade and coverage type, flagging subcontractors whose policies do not meet internal requirements. Its fraud detection tools analyze uploaded COIs for signs of tampering, suspicious edits, metadata issues, and altered fields. When verification is needed, TradeGuard can contact brokers directly so policy authenticity can be confirmed with a clear audit trail. QuickBooks Online integration allows users to import vendors and review unpaid bills against compliance status before approving payments. TradeGuard helps contractors protect projects, reduce administrative work, improve subcontractor accountability, and avoid costly exposure from expired or missing documents.

What is COI Pro?

COI Pro is recognized as a leading software provider specializing in the tracking of certificates of insurance, which significantly streamlines the processes involved in collecting, verifying, and managing COIs. Businesses ranging from small startups to major corporations rely on COI Pro to mitigate risks throughout their supply chains while reducing the administrative burden tied to document management. The platform facilitates efficient tracking of insurance certificates through innovative tools, empowering users to manage their COI documents swiftly and effortlessly. After an agreement is established, COI Pro promises a complete migration of all documents within just 72 hours, ensuring a hassle-free transition. For newly issued certificates, the software offers easy upload capabilities supported by intuitive templates designed for user convenience. Moreover, organizations can set and manage specific COI requirements at both division and business unit levels, providing tailored solutions that meet varying organizational demands. By implementing COI Pro, companies can not only improve their operational efficiency but also maintain compliance with necessary insurance documentation standards, fostering a more reliable and organized approach to risk management. Ultimately, COI Pro empowers businesses to focus on their core operations without the distractions of paperwork and compliance issues.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$150/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TradeGuard

Date Founded

2026

Company Location

United States

Company Website

trade-guard.pro

Company Facts

Organization Name

COI Pro

Company Location

United States

Company Website

www.coipro.com

Categories and Features

Categories and Features

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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