C2COI Reviews

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.