Policyhold

From paperwork to project clearance

Know which subcontractors are cleared for every project.

Policyhold gives General Contractors one current view of who is cleared to work — and what is still in the way.

It keeps the whole workflow current. It is not just a place to store COIs.

Book a walkthroughSee how Policyhold works

Example project

123 Main Street

Project readiness

Approved

42

Pending

5

Blocked

2

  • AE

    ABC Electrical

    Approved
  • SC

    Smith Concrete

    Pending
  • MR

    Metro Roofing

    Blocked

HOW IT WORKS TODAY

The documents exist. A current answer often does not.

Most General Contractors run subcontractor compliance across email, PDFs, spreadsheets, shared drives, and calendar reminders. The work gets done. It is hard to know what is actually current.

  1. Intake

    1. Subcontractor
    2. email
    3. PDF

  2. Tracking

    1. spreadsheet
    2. shared drive
    3. manual review

  3. Chasing

    1. follow-up
    2. another email
    3. spreadsheet update
Still hard to answer

A GC may have hundreds of documents and still struggle to know:

  • Is this subcontractor approved?

  • Is their insurance current?

  • Are the required endorsements there?

  • What is missing?

  • What expires next?

  • Can they work on this project?

  • Who needs to follow up?

WHERE POLICYHOLD SITS

One system in the middle of the workflow.

Subcontractor documents come in. Your team reviews them against requirements. Status stays current. Project and field teams see who is ready.

Subcontractor or broker

Sends COIs and other documents by upload, vendor portal, or emailed request.

Documents and coverage info

Insurance, endorsements, licenses, and the rest of the packet enter one record.

System of record

Policyhold

The record that stays current.

  • Requirements
  • Reviews
  • Status
  • Renewals
  • Follow-ups
  • History
Compliance and risk

Review, approve, follow up, and escalate from one place.

Projects, PMs, and field

See who is cleared, pending, or blocked before work starts.

THE WORKFLOW

From adding a subcontractor to clearing them for the project.

Phase

Collect

  1. Add the subcontractor

    Create the vendor and assign the project and requirements.

  2. Collect the documents

    Upload or receive what is required through the portal or a request.

Phase

Review

  1. Review compliance

    Check documents against the requirements.

  2. Resolve issues

    See what is missing, incorrect, or needs attention.

Phase

Clear

  1. Track status

    Know whether they are approved, pending, expiring, or blocked.

  2. Stay current

    Track renewals and follow-ups before coverage lapses.

  3. Clear the project

    See whether the subcontractor is ready to work.

WHO USES IT

The same current record, used by the whole team.

Policyhold is not a different product for each role. It is one system. Different people come to it for different questions.

Operations

Are we current across jobs?

See compliance across projects without chasing updates from different people.

Compliance and risk

What is missing, and who owns it?

Keep requirements, documents, reviews, renewals, and decisions in one place.

Project managers

Can they start work on this project?

Know which subcontractors are cleared, pending, or blocked before work starts.

Leadership

Where is the exposure?

Get a clear view of compliance and project readiness across the business.

PROJECT READINESS

Can this subcontractor work on this project?

Documents are not the decision. Project clearance is. Your team sees who can work and who is still holding the job up.

Policyhold does not promise zero delays. It makes the current status visible so the team can act.

Book a walkthrough

Example project

123 Main Street

Project readiness

Approved

42

Pending

5

Blocked

2

  • AE

    ABC Electrical

    Approved
  • SC

    Smith Concrete

    GL endorsement missing

    Pending
  • MR

    Metro Roofing

    Workers' comp expired

    Blocked

Illustrative UI. Counts and names are example data, not a customer result.

WHAT YOU CAN DO

Built around the actual compliance workflow.

Subcontractor compliance

  • Vendor directory

    Keep subcontractors, contacts, and assignments in one place.

  • Projects and requirements

    Assign vendors to projects and set what each one must provide.

  • Document collection

    Upload, vendor portal, or a tracked request.

  • Review and status

    Capture the decision on the record, not in an email thread.

Staying current

  • Expiration tracking

    See what is coming due before coverage lapses.

  • Renewal requests

    Ask for updated documents with a tracked request, not another loose email.

  • Follow-ups

    See what was sent, opened, uploaded, or is overdue.

  • Escalations

    When nothing moves, the gap is raised to the right owner.

Project readiness

  • Approved, pending, or blocked

    Clearance by project, not by hunting through folders.

  • Mobilization view

    A project-level view of who can go on site.

  • Outstanding issues

    See what is missing and who owns the follow-up.

  • Audit trail

    Reviews, decisions, and status changes stay on record.

WHY IT MATTERS

Less chasing. A clearer view. Fewer surprises.

Less chasing

Spend less time finding documents, checking spreadsheets, and asking for updates.

Better visibility

See what is approved, pending, expiring, or blocked.

Faster decisions

Give project and compliance teams the same current record, without searching email and folders.

Fewer surprises

Identify missing or expiring compliance before it becomes a project problem.

Easier growth

Keep the workflow organized as the number of subcontractors and projects increases.

Audit-ready history

When someone asks for proof, reviews, decisions, and status changes are already on record.

See what subcontractor compliance looks like when everything is in one place.

See how Policyhold can fit into your team's existing compliance workflow.

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