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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 SmartCompliance?

Innovative solutions for monitoring insurance and managing compliance are available, featuring both comprehensive and self-directed options that streamline the renewal process for insurance certificates and proof of coverage. These solutions eliminate the need for tedious manual data entry, thus enhancing efficiency. The software designed for COI tracking automates the cumbersome tasks of gathering certificates of insurance, requesting renewals, and verifying compliance with external parties. Property managers benefit significantly from this technology, as it allows them to effortlessly oversee their tenants' insurance policies, ensuring adherence to renter’s insurance mandates. Additionally, these services facilitate the straightforward creation, distribution, storage, and administration of certificates of insurance. SmartCompliance stands out as the leading provider in the realm of certificate of insurance management, proof of insurance tracking, issuance, and compliance solutions, earning a reputation for reliability and effectiveness. By utilizing these advanced tools, businesses can significantly reduce the administrative burden associated with insurance management.

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Integrations Supported

Integrations Supported

Lemonade
MRI Software

API Availability

API Availability

Pricing Information

$150/month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TradeGuard

Date Founded

2026

Company Location

United States

Company Website

trade-guard.pro

Company Facts

Organization Name

SmartCompliance

Company Location

United States

Company Website

smartcompliance.co

Categories and Features

Categories and Features

Audit

Alerts / Notifications
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Risk Assessment
Workflow Management

Compliance

Archiving & Retention
Audit Management
Compliance Tracking
Controls Testing
Risk Management
Surveys & Feedback
Version Control
Workflow / Process Automation

Construction Management

Accounting Integration
Budget Tracking/Job Costing
Commercial
Contract Management
Contractors
Equipment Tracking
Mobile Access
Residential
Subcontractor Management

Franchise Management

Construction Tracker

Insurance Analytics

Not specified

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Reporting / Analytics
Version Control
Workflow Management

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Insurance Management
Lease Management
Maintenance Management
Owner Portal
Portfolio Management
Residential Properties
Tenant Database
Tenant Portal

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Report Export
Scheduled / Automated Reports

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