Logistics
Carrier and vendor compliance that doesn't lapse in transit.
Common pain points
- •Carrier insurance must stay current
- •Vendor onboarding is document-heavy
- •Contracts auto-renew unnoticed
Documents & records
Carrier COIsW-9sService contracts
Recommended workflows
Monitor
Track COI expirations
Know before a vendor's certificate of insurance lapses — not after.
Monitor
Monitor contract renewals
Never let a contract auto-renew by accident again.
Collect
Collect W-9s
Get a current, validated W-9 on file for every vendor without chasing anyone over email.
Industry playbooks
Related templates