You collected certificates of insurance when you onboarded your trades. That was two years ago. Policies expire quietly, and nothing in your workflow tells you when one does.
If an uninsured contractor is hurt on your site, the exposure lands on you. The information is sitting in your vendor records the whole time, but nobody is going to open forty company profiles one by one to check dates.
Your assistant pulls your company records and checks the insurance fields on each one, flagging anything expired, expiring soon, or missing entirely.
It then cross references that against how much you have actually paid each vendor, so the list comes back ranked by exposure rather than alphabetically. A lapsed policy on your biggest trade partner is a different problem from a lapsed policy on someone you used once.
What it will not do: this automation is read only. It reports what your records say. It cannot verify a policy is genuinely in force, only what is stored in FlipperForce.
Please audit the insurance status of the companies in my FlipperForce workspace.
1. Pull my company records and check the workers compensation and general liability fields on each
2. Flag anything expired, expiring within 60 days, or missing a date entirely
3. Flag any record where the insurance flag and the expiration date contradict each other
4. Pull expense line items for [PROJECT NAMES, or say: my active projects] and total what I have paid each company
5. Rank the flagged vendors by total spend
Give me a table with vendor, insurance status, expiration date and total paid. Change nothing.
Company records are currently read only through the Public API, so this automation can identify problems but cannot update a vendor record once you have chased the new certificate. Corrections need to be made in the app.