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.

Book a 15 Minute Demo

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

Is Your COI Actually Active? Find Out Free

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+ contractors. 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.”

    Verify a Trade Partner Free

    Frequently Asked Questions

    TradeGuard manages trade partner compliance end to end. We collect COIs, W-9s, licenses, and service agreements from your trade partners, verify that their insurance is active directly with carriers, and keep everything current on a recurring basis. If something is missing or expired, we follow up with the trade partner directly so your team does not have to.

    It is a service. You do not need to learn a new platform or train your team on software. TradeGuard handles the outreach, collection, verification, and follow-up. You get visibility into where things stand, but you are not the one doing the work.

    Tools like Buildertrend and Procore give you a place to store documents and set expiration reminders, but your team still has to chase trade partners, verify coverage, and resolve issues. TradeGuard runs the full cycle — outreach, collection, verification with carriers, and follow-up — so your team stays out of the back and forth.

    Trade partners receive a simple invitation by email and text. They complete a short, web-based flow that takes about 5 minutes. They upload their documents, and if they need insurance, they can get a quote and purchase coverage directly inside the flow through TradeGuard Insurance. We answer their questions and guide them through it.

    If a trade partner is missing coverage or does not meet your requirements, they can get a quote and purchase a policy directly through TradeGuard Insurance inside the onboarding flow. We shop 50+ carrier markets to find strong rates, so trade partners can get covered quickly without leaving the process.

    We contact the carrier directly to confirm the policy is active and meets your requirements. A COI alone does not prove coverage — a trade partner can submit a certificate and cancel the policy the next day. We verify on a recurring basis so you always have a current picture.

    Both. You can send us your existing trade partner list and we will reach out, collect documents, verify coverage, and bring everything current. We also handle new trade partners as you add them to your network.

    No. TradeGuard works with companies running anywhere from 15–20 projects a year up to large commercial operations. If you work with trade partners and need to manage compliance, TradeGuard fits.

    TradeGuard Compliance is $99 per month plus $6 per month for each active trade partner. There is no implementation fee and no long-term contract. Background checks are available at additional cost per check.

    No. TradeGuard is month-to-month. You can cancel anytime. We believe you should stay because it works, not because you are locked in.

    Yes. We will verify 2–3 of your trade partners for free so you can see exactly how the process works and what the output looks like before you commit to anything.

    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, not counting the risk exposure from gaps. TradeGuard replaces that effort at a fraction of the cost and keeps everything verified on an ongoing basis.

    You do not — not from the document alone. A COI is a snapshot in time, and policies can be canceled after a certificate is issued. TradeGuard verifies coverage directly with carriers on a recurring schedule, so you know the policy is actually active, not just that a certificate exists.

    TradeGuard maintains a timestamped audit trail of every document collected, every verification performed, and every communication with trade partners. If there is a claim or an audit, you have clear records showing what was verified and when.

    Yes. All data is encrypted in transit and at rest. Trade partner information is kept private and is never shared outside your account. We follow industry best practices for data security and access control.

    About a week. You send us your trade partner list, we configure your requirements, and we begin outreach. There is no IT project or complex implementation — just a CSV and a conversation about what you need.

    We escalate through multiple channels — email, text, and phone. We track response rates and flag trade partners who are not engaging so you can decide how to handle them. Most trade partners complete the process within a few days once we reach out.

    TradeGuard is backed by a family-run insurance agency with over 30 years of experience in the industry. We work with teams managing 34,000+ contractors. We offer a free trial of 2–3 trade partners so you can see results before you pay anything. And there is no long-term contract — if it does not work, you can walk away.

    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.

    Book a 15 Minute Demo

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