Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Prevent potential project setbacks, monetary penalties, and legal issues stemming from coverage deficiencies. Ensure insured parties receive automatic notifications about renewals and facilitate smooth interactions with agents concerning COI submissions. Minimize the time dedicated to managing insurance coverage, compliance, and broker submissions. Implement templates to create consistent workflows and enforce requirements across all insured parties involved in a single project. By streamlining team processes and enhancing productivity, you can steer clear of fines and reduce administrative burdens. Rest assured that all your contractors and vendors maintain compliance and have current insurance policies. With PINS, you can trust that insurance management is efficiently handled throughout your organization, allowing you to concentrate on priorities that truly matter. Standardize and automate the submission of insurance documents according to your preferences, utilizing machine learning-powered OCR to expedite the certificate process seamlessly. PINS not only ensures that submissions comply with specified requirements but also enhances overall operational efficiency. By adopting this system, businesses can achieve a greater sense of security and reliability in their insurance management practices.
Description
TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Procore
No
Sage 300
No
Viewpoint Vista
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$150/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Pins Advantage
Founded
2000
Country
United States
Website
www.pinsadvantage.com
Vendor Details
Company Name
TradeGuard
Founded
2026
Country
United States
Website
trade-guard.pro