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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.
Description
UncoveredList serves as a prospecting tool specifically designed for commercial insurance agents and brokers, aggregating recently published business filings along with selected sales-tax permit records from states like Colorado, New York, Pennsylvania, Connecticut, and Texas. The software meticulously filters out irrelevant entities such as holding companies, investment shells, and registered-agent mail drops, ensuring that only pertinent businesses remain. Each identified business is categorized according to its industry relevance to insurance and is assigned a score that estimates its potential need for commercial coverage, complete with suggested coverage lines and notes tailored to specific states. Users receive a daily email digest and a CSV file, which includes features such as a searchable dashboard, saved searches, alerts for updates, outreach templates, and exports compatible with customer relationship management systems for eligible plans. Records are delivered promptly, typically within one to two days for Colorado, New York, and Connecticut, although Pennsylvania and Texas see less frequent updates. A complimentary sample from a selected county provides 25 scored leads to assess the software's capabilities. It's important to note that while the scores are valuable for prospecting, they should not be interpreted as underwriting recommendations. Overall, UncoveredList enhances the efficiency and effectiveness of insurance professionals in identifying potential clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$150/month
Free Trial
Yes
Free Version
No
Pricing Details
$71.20/month
The one-state plan is $89/month. The first 20 subscribers can receive a lifetime founding rate of $71.20/month. Annual billing includes one month free, and each additional state costs $40/month. A 7-day free trial requires payment information, and a free county sample includes 25 leads.
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
No
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TradeGuard
Founded
2026
Country
United States
Website
trade-guard.pro
Vendor Details
Company Name
UncoveredList
Country
United States
Website
uncoveredlist.com
Product Features
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
