Vendor Compliance
Every Vendor. Every Certificate. Always Current.
Flow Verify automates vendor compliance tracking across your entire supplier and contractor network — monitoring COIs, licenses, and certifications continuously, so your organization is never exposed by a lapsed vendor document.
The Problem
One Lapsed Document Can Cost Everything
Most organizations manage vendor compliance in spreadsheets, email chains, and calendar reminders. That system breaks silently, and the consequences surface at the worst possible moment.
Expired COIs Create Uninsured Exposure
A vendor works on your property with a lapsed Certificate of Insurance. An incident occurs. Your carrier denies the claim. The liability is now yours. This happens silently when compliance is managed in spreadsheets.
Lapsed Licenses Void Contracts
When a licensed contractor, technician, or service provider lets a credential expire, any work performed during that window may be legally unenforceable, and your organization may share liability for allowing it.
Manual Tracking Breaks at Scale
Ten vendors is manageable in a spreadsheet. Fifty vendors across multiple locations is a compliance disaster waiting to happen. Renewal dates get missed. Documents go stale. No one knows until it is too late.
The Impact
Insurance Audit Time, Eliminated
Because every COI, license, and certification is continuously updated and stored in one place, what used to take your team months to compile for an insurance audit now takes a single day. Every document is current, organized, and ready to export the moment you need it.
Certificate of Insurance (COI) Monitoring
Every vendor, fully insured, confirmed automatically.
Flow Verify ingests COI documents for every vendor in your network and tracks policy effective dates, expiration dates, coverage limits, and named insured status. When a policy approaches expiration, your team is alerted automatically. When it lapses, the vendor is flagged and removed from your active compliance roster until renewed documentation is submitted.
What This Means for You
- Tracks policy expiration dates across all vendors
- Alerts your team 30, 14, and 7 days before expiration
- Flags vendors immediately upon policy lapse
- Stores COI documents in a searchable archive
- Exportable for contract compliance reviews and audits
License & Certification Tracking
Every credential your vendors hold, verified and monitored.
From contractor licenses to professional certifications to state issued permits, Flow Verify tracks the full credential profile of every vendor you work with. Each license is cross-referenced against authoritative sources where available, and every expiration date is monitored continuously. Whether your vendor holds a general contractor license, a pest control permit, or a specialized healthcare certification, we track it.
What This Means for You
- Tracks licenses, permits, and professional certifications
- Monitors expiration dates with proactive alerts
- Cross references against issuing authority records where available
- Organizes credentials by vendor, type, and expiration date
- Full audit trail of every verification event
Streamlined Vendor Onboarding
Collect every document you need before a vendor ever steps on site.
New vendors are onboarded through a structured intake process that collects their COI, required licenses, and certifications upfront, before they are approved for work. Flow Verify validates each submitted document and flags any missing or expired credentials immediately. No more chasing vendors for paperwork after the fact.
What This Means for You
- Structured intake collects COI, licenses, and certs at onboarding
- Vendor flagged as non compliant until all documents are verified
- Automated reminders sent to vendors for missing documentation
- Onboarding status tracked per vendor in your dashboard
- Approval workflow, no vendor is active until compliance is confirmed
Proactive Expiration Alerts
Know what is expiring before it expires, not after.
Flow Verify monitors every expiration date across your entire vendor network and sends tiered alerts to your compliance team as deadlines approach. Alerts go out at 30 days, 14 days, and 7 days before expiration, and immediately the moment a document lapses. Your team always has the lead time needed to request renewals and keep operations uninterrupted.
What This Means for You
- Tiered alerts at 30, 14, and 7 days before expiration
- Immediate notification on any document lapse
- Alerts sent to designated compliance contacts
- Vendor notified automatically to submit renewal documentation
- Dashboard view of all upcoming expirations at a glance
Vendor Compliance Audit Trail
A complete, timestamped record of every vendor compliance event.
Every document submission, every verification, every status change, and every alert is logged with a timestamp and stored in your compliance archive. When a client, insurer, or auditor requests proof that your vendors were properly vetted and monitored, your entire vendor compliance history is accessible immediately, organized by vendor, document type, and date.
What This Means for You
- Every compliance event logged with timestamp
- Searchable by vendor, document type, or date range
- Exportable for client audits, insurance reviews, and contract renewals
- Immutable log, records cannot be altered retroactively
- Demonstrates due diligence in the event of a liability dispute
Who It's For
Built for Any Organization That Works with Vendors
If your operations depend on outside contractors, service providers, or suppliers who must carry insurance or hold licenses, Flow Verify Vendor Compliance was built for you.
Security Companies
Track subcontracted guard agencies, technology vendors, and equipment suppliers — ensuring every partner carrying your name is fully insured and properly licensed at all times.
Property Managers
Manage COIs and license documentation for maintenance contractors, landscapers, HVAC technicians, and every other vendor who steps onto your properties.
Healthcare Organizations
Maintain continuous compliance for staffing agencies, medical equipment vendors, and credentialed service providers, where a lapsed credential has regulatory consequences.
Platform Add-Ons
Stop Jumping Between Tools
Add project tracking and invoice automation to your compliance platform. Everything your operation needs — vendor management, project oversight, and compliance verification — in one place.
Vendor Management
$150/month
Up to 45 vendors
- Automated COI tracking & renewal alerts
- W-9 collection and secure storage
- PPO license verification
- Expiration alerts at 30, 14, and 7 days
- Searchable vendor compliance archive
- Exportable for audits and contract reviews
Project Management
Starter$150/month
Up to 100 projects/mo · 50 DARs/mo
- Automated job number tracking
- Invoice collection automation
- Vendor-to-project assignment
- Real-time compliance status per project
- Complete per-project audit trail
- One-click project reporting
- $0.50/project overage · $1.50/DAR overage
Project Management
Growth$250/month
Up to 250 projects/mo · 150 DARs/mo
- Everything in Project Management Starter
- Up to 250 concurrent active projects
- Advanced multi-location reporting
- Priority vendor matching by certification
- Project performance analytics
- Bulk project import and management
- $0.10/project overage · $0.90/DAR overage
Project Management
Enterprise$675/month
Up to 750 projects/mo · 500 DARs/mo
- Everything in Project Management Growth
- Up to 750 concurrent active projects
- Dedicated account manager + onboarding
- Custom reporting and data exports
- API access for project + DAR data
- Priority SLA support
- $0.10/project overage · $0.25/DAR overage
Vendor + Project Suite
The Complete Operations Bundle
Combine Vendor Management and Project Management Growth into one unified platform. Compliance verification, vendor tracking, project oversight, and invoice automation — all running automatically so your team focuses on operations, not paperwork.
$250
/monthSave up to $150/month vs. standalone plans
Close Every Gap in Your
Vendor Compliance.
Replace manual, reactive tracking with seamless automated protection. Keep your vendor network continuously verified so your organization is never exposed to third-party liability again.