MyAssistant can automatically request an updated insurance certificate from your vendors, whether you’re tracking insurance at the vendor or subcontract level. If a vendor has not provided proof of insurance, or it’s expiring within a period of time you define (such as the next month), each vendor will receive a personalized email notifying them their insurance is expiring and request an updated certificate. MyAssistant clients that have automated their requests report that roughly seventy percent of recipients receiving an email from MyAssistant take action without further prompting.

MyAssistant can also generate a list of vendors with expiring insurance, and MyAssistant provides four separate prebuilt Tasks that ship with the software to track vendor insurance. For example, MyAssistant can automatically generate a list of vendors with insurance (of any type) expiring in the next 45 days and deliver it to the inbox of your personnel responsible for compliance. You can also, with a single click, place that list (and any list generated by MyAssistant) into an Excel spreadsheet for easy tracking.

A MyAssistant client was audited and asked to detail how they managed insurance compliance. They explained that they had three ‘layers’ in place: 1) tracking insurance within Sage Timberline Office, 2) Dorothy, the office manager, and 3) MyAssistant. They went on to explain how MyAssistant automated their insurance compliance process. The auditor was so impressed he stated he was going to provide a discount on their general liability policy. MyAssistant can’t guarantee lower rates for you, but it can reduce risk and save employees time.

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Click the following links to view the hundreds of construction and real estate prebuilt rules that ship with MyAssistant, allowing you to receive alerts the day it's installed.