TradeGuard Compliance

Keep Trade Partners Compliant, Without the Headache.

TradeGuard manages trade partner compliance end to end — background checks, financials, W-9s, licenses, permits, insurance, and direct carrier verification.

Trusted by teams managing 34,000+ contractors.

No implementation fee, no long-term contract. Setup can start from a trade partner CSV.

Watch the 2-minute walkthrough

“I can see where you're going, and I see how good of a service it's gonna be for the industry.”

— Director of Operations, Commercial Contractor

Compliance issues only show up when the timing is worst.

Most teams do not have a real-time view of trade partner compliance. Expirations, missing docs, and canceled policies sit unnoticed until an audit, a claim, or a project kickoff forces a mad rush.

“When they lapse, there's not a good way of us going and getting them again and keeping track of when they lapse. We just kinda lose track. And then it only comes up when we need it. Then it's a mad rush to go get it from everybody again.”

— Director of Operations, Custom Home Builder

How it works

1

Send us who you want to vet

Share names and contact info for anyone you're considering bringing into your network. We initiate outreach by email and text, answer their questions, and drive them through your pre-qualification process from start to finish.

2

We collect everything and resolve issues for you

We gather whatever you require — COIs, W-9s, licenses, service agreements, and background checks — and follow up until it's complete. Background checks are run directly through TradeGuard, so trade partners complete them as part of the same flow. If something is missing, doesn't meet your requirements, or needs to be fixed, we work directly with the trade partner. If they need coverage, they can purchase it through TradeGuard Insurance directly inside the onboarding flow.

3

You make the call with full visibility

Once everything is verified, you get a clear view of where each trade partner stands — what's been collected, what's been verified, and any open items. You only step in when it's time to decide who makes the cut.

A COI is not the same thing as active coverage.

A trade partner can submit a COI and cancel the policy right after. The certificate still looks valid, and most teams do not find out until there is a claim or an audit.

TradeGuard verifies coverage directly with carriers on a recurring schedule, so you are not relying on a PDF that can be out of date.

“It seems really common for people to cancel their insurance because they don't want to afford that bill...”

— Operations Manager, Commercial Painting Contractor

What changes for ops and finance

  • A current compliance view you can trust, without manual checking
  • Fewer surprises during audits, claims, and project starts
  • Less time spent tracking expirations across emails and spreadsheets
  • PMs stay focused on schedules and production, not paperwork
  • Clear accountability — you can see what is missing and who is stuck
  • “I really am excited about this...”

    — Operations Manager, Commercial Painting Contractor

    Built around what gets questioned in audits and claims.

    Scale proof

    Teams using TradeGuard manage networks of 34,000+ trade professionals. The system is built to handle volume without adding headcount.

    Domain credibility

    TradeGuard is backed by a family-run insurance agency with 30+ years of experience. We understand what carriers, auditors, and adjusters actually look for.

    Speed to value

    Most teams are up and running within a week. No IT project, no complex onboarding. Send us a CSV and we start working.

    What you get on the demo

  • A live walkthrough of how TradeGuard manages compliance end to end
  • A review of your current trade partner compliance process and where gaps typically appear
  • A clear breakdown of pricing with no hidden fees
  • A free verification of 2–3 trade partners so you can see real results before committing
  • Low risk to try.

    Calculate Your Monthly Cost

    $99/mo base fee + $6 per active trade partner

    5300

    $399/mo

    • No implementation fee
    • No long-term contract — month-to-month
    • Includes COI collection, W-9s, licenses, and recurring carrier verification
    • Background checks available at additional cost per check

    “Most teams we talk to estimate they spend at least 40 hours per year chasing COIs and compliance documents — that is roughly $1,400 in labor cost alone.”

    Frequently Asked Questions

    Know trade partner compliance is current, before it becomes urgent.

    TradeGuard keeps trade partner insurance verified, tracks COIs, W-9s, and licenses, and follows up automatically.

    Prefer a test first? Ask us to run a few trade partners through it.