Subcontractor Agreement & COI Insurance Tracker Kit | Excel Expiration Tracker, W-9 Letter, Prequalification Form | Contractor Template

Stop paying subs with expired insurance. This kit gives you the paperwork and an automatic COI tracker to onboard subcontractors the right way and know exactly who is cleared to get paid.

WHAT'S INCLUDED (7 FILES)

• Subcontractor Agreement - fillable PDF: scope, price, payment, retainage, change orders, insurance, indemnity, warranty, termination

• Subcontractor Information Sheet + W-9 Request Letter - fillable PDF

• Insurance Requirements Letter - COI requirements for General Liability, Auto, Workers' Comp, Additional Insured, waiver of subrogation

• Subcontractor Prequalification Form - safety, insurance, legal history, references

• Excel COI & License Tracker (.xlsx) - works in Google Sheets

• Payment Release Checklist - fillable PDF

• Quick-Start Guide (PDF)

THE TRACKER

• Sub list with license # and expiry, GL, Auto, and Workers' Comp COI expiry dates

• Automatic color flags: 30 days, 14 days, 7 days, and expired

• Auto PAY / HOLD status column - HOLD when anything is expired or the W-9, signed agreement, or Additional Insured endorsement is missing

• Dashboard tab: total subs, cleared vs on hold, missing documents, items expired and expiring in 30 days

• Room for 200 subcontractors

WHO IT'S FOR

General contractors, remodelers, builders, and property managers who hire subs and want simple paperwork without buying software.

FORMAT

US Letter (8.5 x 11 in). Type into the fillable PDFs or print and fill by hand. Open the tracker in Excel or upload it to Google Sheets.

IMPORTANT - PLEASE READ

Template only - not legal advice. Contract, insurance, licensing, and payment requirements vary by state. Review with your attorney, insurance agent, and state requirements before use.

INSTANT DOWNLOAD

Your files are available right after purchase as a single ZIP. This is a digital download; no physical item will be shipped.

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