Never pay an uninsured subcontractor again
Track vendor and subcontractor insurance certificates, score every coverage line against your own requirements, and block payments the moment coverage lapses — all inside the Odoo AP flow you already use.
The problem
A single lapsed Certificate of Insurance can make your company fully liable for a subcontractor's injury or property-damage claim. Today that risk is tracked in spreadsheets and shared drives — coordinators manually transcribe ACORD 25 PDFs, manually compare limits against contract requirements, and manually remember renewal dates. It does not scale, and there is no audit trail when an insurer or auditor asks whether a sub was covered on the day they worked.
The solution
Request, capture, score, alert, pay-block, renew and audit — one coherent compliance lifecycle inside Odoo. Define reusable requirement profiles, paste ACORD 25 text for a human-reviewed parse, see the exact quantified gap on every coverage line, and let the system hold vendor bills and payments automatically until a compliant certificate is on file, with a full date-of-coverage audit trail behind every decision.
Everything compliance needs, in one app
Every capability below is implemented in the module.
Color-coded compliance dashboard
A kanban and list view of every subcontractor shows green, amber or red status, days to expiry, and a pay-eligibility badge at a glance.
Reusable requirement profiles
Define minimum each-occurrence and aggregate limits, plus Additional Insured and Waiver of Subrogation requirements, once per profile and apply across every vendor or project.
ACORD 25 parsing with human review
Paste ACORD 25 certificate text and the module extracts carrier, policy number, dates and limits into editable coverage lines — nothing drives a compliance decision until a person reviews and confirms it.
Quantified, plain-language gaps
Every shortfall renders as a readable sentence, such as "General Liability each-occurrence $1,000,000 provided, $2,000,000 required," so the fix is obvious.
Automatic payment hold
Vendor bills and outbound payments to a non-compliant subcontractor are blocked with a clear, human-readable reason — configurable to a soft warning when a manager needs to override.
Multi-document compliance tracker
Track W-9/TIN forms, trade licenses by state and class, safety plans, MSAs and lien waivers alongside insurance, each with its own expiry and an approval-gated waive/unwaive workflow.
Project-level overrides and dispatch gating
High-risk jobs can demand higher limits through a project-specific requirement profile, and scheduling a non-compliant subcontractor to a job is blocked outright.
Renewal requests and expiry alerts
One-click renewal requests and a daily scheduled scan send pre-expiry reminders to vendors so coverage is refreshed before it lapses, not after.
Date-of-coverage audit wizard
Answer "was this vendor covered on date X" directly — the audit wizard re-evaluates coverage as of any chosen date for insurer or auditor review.
How it works
Request
Send a COI request or renewal to a vendor by email, individually or in bulk, against a reusable requirement profile.
Capture & review
Paste the ACORD 25 text, let the parser propose coverage lines, then confirm each one — nothing counts until it is reviewed.
Score & enforce
Confirmed coverage is scored against the requirement profile; vendor bills and payments are held automatically on any gap.
Renew & audit
Automated reminders drive renewal before expiry, and the audit wizard proves coverage for any date an insurer or auditor asks about.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Posting a vendor bill or an outbound payment to a non-compliant subcontractor is hard-blocked by default, with the exact reason shown. A manager can switch the setting to a soft warning instead if that suits your approval process.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Vendor & Subcontractor Insurance Certificates
ACORD 25 parsing with human review, coverage scored against reusable requirement profiles and automatic payment holds — with renewal requests, expiry alerts and a date-of-coverage audit wizard.
Buy on Odoo App Store