Contractor insurance tools

Checklists, subcontractor certificate trackers, and quote worksheets, grouped by the trade or coverage they belong to. Each one goes with a guide on the same topic.

General contractors & remodelers

Checklists, trackers, and worksheets for general contractors & remodelers.

General Contractor Subcontractor Insurance Checklist

Create a GC checklist for sub coverages, endorsements, limits, and expiration tracking.

Home Improvement Contract Checklist

Create a checklist for comparing a contract’s insurance wording with your current coverage.

Subcontractor Insurance Checklist

Create a checklist to review subcontractor certificates before work starts.

Subcontractor insurance tracker

Track subcontractor certificates, limits, endorsements, workers compensation, and expiration dates by project.

Carpenters

Checklists, trackers, and worksheets for carpenters.

Carpenter Contract Checklist

Create a printable checklist for reviewing carpenter insurance requirements before signing a subcontract.

Carpenter Coverage Checklist

Create a carpenter insurance checklist for quote requests and job requirements.

Carpenter Subcontractor Insurance Checklist

Create a subcontractor insurance checklist before a carpenter lets a sub start work.

Electricians

Checklists, trackers, and worksheets for electricians.

Electrician Certificate of Insurance Checklist

Check certificate details against contract insurance requirements before sending them to a client or GC.

Electrician Coverage Checklist

Compare electrician insurance quotes, costs, limits, deductibles, and contract wording in one checklist.

Electrician Endorsement Checklist

Review GC certificate and endorsement requests before sending them to your agent.

Plumbers

Checklists, trackers, and worksheets for plumbers.

Plumber Contract Checklist

Build a checklist for GC insurance terms, endorsements, limits, and certificate requests.

Plumber General Liability Review Checklist

Review a plumber general liability policy against job duties, limits, endorsements, and exclusions.

Plumber Insurance Cost Checklist

Check limits and endorsements before sending a plumbing certificate.

HVAC contractors

Checklists, trackers, and worksheets for hvac contractors.

HVAC Certificate of Insurance Request Checklist

Create a checklist for requesting certificate wording for an HVAC job or contract.

HVAC Quote Comparison Worksheet

Compare HVAC insurance quotes by coverage, limits, endorsements, exclusions, deductibles, and premium.

HVAC Subcontractor Insurance Checklist

Verify HVAC subcontractor coverage, endorsements, limits, and certificate dates before work starts.

Roofers

Checklists, trackers, and worksheets for roofers.

Roofing Contract Checklist

Create a checklist for roofing contract insurance wording before requesting a certificate.

Roofing Quote Preparation Checklist

Checklist of the roofing business details carriers ask for when quoting coverage.

Roofing Workers Comp Quote Preparation

Fill out payroll, work type, safety, loss, and subcontractor details before requesting workers comp quotes.

Painters

Checklists, trackers, and worksheets for painters.

Painter Cost Quote Preparation Checklist

Create a painter insurance checklist for quote details, documents, and contract requests.

Painter general liability Carrier Scorecard

Score painter general liability quotes on fit, endorsements, exclusions, and certificate speed.

Painter Quote Preparation Checklist

Build a checklist of painter business details to gather before requesting general liability quotes.

Subcontractor Certificate of Insurance Tracking Checklist

Verify painter subcontractor certificates, endorsements, follow-ups, and audit files before each job.

Handymen

Checklists, trackers, and worksheets for handymen.

California Handyman Insurance Checklist

Review California coverage, bond, workers compensation, and certificate items before buying or sending proof.

Florida Handyman Insurance Checklist

Printable checklist for Florida coverage, certificates, WC, tools, and subcontractor checks.

Handyman Certificate of Insurance Requirements Checklist

Create a job-ready checklist for COI, limits, AI forms, PNC wording, and waiver items.

Handyman Insurance Checklist

Print contract insurance checks before asking for handyman quotes.

Handyman Insurance Contract Checklist

Review contract insurance limits, endorsements, and certificate items before a handyman job.

Texas Handyman Certificate of Insurance Checklist

Create a Texas certificate checklist for handyman contract and permit insurance requests.

Landscaping & lawn care

Checklists, trackers, and worksheets for landscaping & lawn care.

Landscaping Contract Checklist

Checklist for limits, endorsements, and COI items before a landscaping job.

Landscaping Coverage Checklist

Review coverage lines, endorsements, and quote gaps for landscaping work.

Tree service

Checklists, trackers, and worksheets for tree service.

Tree Coverage Checklist

Review tree service policies, limits, endorsements, and gaps before quotes or renewal.

Tree Service Contract Checklist

Check a tree service contract for insurance limits, endorsements, and certificate wording before signing.

Tree Service Cost Worksheet

Compare tree service insurance quote line items against published cost benchmarks.

Pressure washing

Checklists, trackers, and worksheets for pressure washing.

Pressure Washing Certificate of Insurance Checklist

Verify COI details before sending proof of insurance to a customer, GC, or property manager.

Pressure Washing Liability Certificate of Insurance Checklist

Check policy details before sending a certificate request for a pressure washing job.

Pressure Washing Quote Checklist

Gather the facts carriers ask for before a pressure washing insurance quote.

Cleaning & janitorial

Checklists, trackers, and worksheets for cleaning & janitorial.

Cleaning Contract Insurance Checklist

Review coverage, endorsements, certificates, and contract insurance terms before signing a cleaning job.

Janitorial Contract Checklist

Create a checklist for insurance items to review before signing a cleaning contract.

Excavation, utility & paving

Checklists, trackers, and worksheets for excavation, utility & paving.

Utility Subcontractor Checklist

Create a utility job checklist for subcontractor certificates, limits, endorsements, and expiration tracking.

Concrete & masonry

Checklists, trackers, and worksheets for concrete & masonry.

Concrete Contract Checklist

Create a contract insurance checklist for a concrete job before requesting certificates or endorsements.

Masonry Certificate of Insurance Checklist

Build a checklist of endorsements, limits, and wording to verify before sending your certificate request.

Drywall, flooring & tile

Checklists, trackers, and worksheets for drywall, flooring & tile.

Drywall Certificate Checklist

Create a job-specific checklist for certificate wording, limits, and endorsement requests.

Subcontractor Certificate of Insurance Tracking Checklist

Track flooring subcontractor certificates, limits, expiration dates, and endorsement status before audit.

Welding, glass, gutters & marine

Checklists, trackers, and worksheets for welding, glass, gutters & marine.

Glass Certificate of Insurance Request Checklist

Build a Texas glass job COI checklist for limits, endorsements, waivers, auto, workers compensation, and carrier notes.

Marine Contract Checklist

Build a quote-prep checklist for marine contractor coverage, contracts, vessels, equipment, Longshore questions, and subcontractors.

Subcontractor Certificate of Insurance Checklist

Track general liability, workers compensation, auto, endorsements, limits, expirations, and notes for gutter subcontractors.

Welding Quote Preparation Checklist

Gather the details carriers ask for before quoting welding insurance.

Independent contractors & subcontractors

Checklists, trackers, and worksheets for independent contractors & subcontractors.

Contract Insurance Checklist

Check common insurance wording before you request a certificate for an independent contractor job.

Independent contractor insurance checklist

Create a printable insurance checklist for comparing quotes and contract requirements.

Subcontractor Certificate Tracking Checklist

Track lower-tier subcontractor certificates, expiration dates, limits, and endorsement review notes.

Liability coverage

Checklists, trackers, and worksheets for liability coverage.

Completed Operations Checklist

Check contract wording, endorsements, limits, exclusions, and proof before sending coverage evidence.

Contractor Quote Preparation Checklist

Gather general liability quote details carriers ask contractors for before certificates or proposals are due.

CPL Policy Review Checklist

Create a checklist for reviewing contractors pollution liability terms before binding coverage.

General Liability Contract Checklist

Fill in job details, then download a PDF or Word checklist for GL limits, endorsements, and COI evidence.

Professional Liability Quote Checklist

Gather professional liability details before asking for contractor quotes.

Workers' compensation

Checklists, trackers, and worksheets for workers' compensation.

Subcontractor Certificate Tracker

Track workers comp certificates, expirations, verification notes, and audit-ready records.

Subcontractor Certificate Tracker

Track subcontractor workers compensation certificates before work starts and at renewal.

Workers Comp Audit Checklist

Organize payroll, class codes, sub certificates, officer status, and audit notes.

Workers Comp Audit Response Checklist

Build a printable checklist for records to gather before responding to a workers comp audit.

Workers Comp Certificate Checklist

Create a one-page checklist for a workers compensation certificate request from a client or general contractor.

Vehicles, tools & property

Checklists, trackers, and worksheets for vehicles, tools & property.

Auto Certificate Checklist

Check limits, vehicle symbols, endorsements, and certificate documents before you send proof.

Builders Risk Contract Checklist

Create a project checklist for reviewing builders risk contract and policy details before coverage is bound.

Tool Inventory Template

Build a tool list with values, photos, ownership status, and scheduling notes.

Umbrella, endorsements & certificates

Checklists, trackers, and worksheets for umbrella, endorsements & certificates.

AI Endorsement Request Checklist

Build a clean request for the additional insured wording your contract requires.

Certificate of Insurance Request Checklist

Checklist to send your agent so COI and endorsement requests match the contract.

Umbrella Evidence Checklist

Checklist for umbrella documents, endorsements, cancellation terms, and review notes.

Cost & surety bonds

Checklists, trackers, and worksheets for cost & surety bonds.

Contractor Coverage Checklist

Track current limits, contract limits, premiums, renewals, and endorsement notes before quoting.

Surety Bond Preparation Checklist

Gather key items before applying for a contractor license or contract bond.

Requirements by state

Checklists, trackers, and worksheets for requirements by state.

Contract Exhibit Checklist

Create a checklist for contract coverage, limits, endorsements, certificates, and subcontractor checks.