Turn contractor compliance into a reason clients stay.
One console for the COIs, W-9s and licenses across every account you write.
Your clients' subcontractors let coverage lapse, and nobody finds out until an audit. Run the whole program for your commercial accounts from one console — carrying your agency's logo and colors.
Want a free portfolio risk audit? Schedule a 15-minute broker strategy session.
For Commercial Insurance Brokers, Risk Consultants, Regional Agencies, Program Administrators & Independent Producer Networks — see the books we already carry.
Sound familiar?
Today, without TrackMyVendor Agency
- A client's sub lets their GL lapse, and nobody knows until the audit.
- Producers losing hours to manual certificate review before every renewal.
- Audit surprises and premium adjustments that cost you trust at renewal.
- Certificates scattered across inboxes, so what the carrier requires and what's on the job site drift apart.
With TrackMyVendor Agency
- A compliance console under your own logo and colors, so the work your agency does between renewals stays visible.
- One exception queue across your whole book, showing expired COIs, missing endorsements and short limits, worst first.
- One-click compliance reports in PDF and Excel, so the value you add is on paper at renewal.
- Your team works inside each authorized client account directly, while their vendors submit documents themselves through one-time upload links.
Built for the way a brokerage actually works.
Your brand on the console
Upload your logo, pick one of six color schemes, and the console your team works in every day — plus every client screen you open inside it — carries your agency. Reports go out under your mark from Partner Pro.
One exception queue for the whole book
No more clicking into a dozen separate client accounts. Expired policies, missing endorsements and short coverage limits across your whole book land in a single action list, worst first.
Reports you can hand a client at renewal
Walk into a renewal meeting with the work already documented. Export PDF and Excel reports covering every vendor checked, the compliance rate and whatever is still open.
You run it, your client doesn't have to
Open any authorized client from your portfolio and work inside their account: bulk-import the certificates you already hold, set the coverage their vendors must carry, and send vendors their upload links. Nobody at the client has to log in, learn a tool or chase a subcontractor — that's the point of you doing it.
Compliance events push into the rest of your stack over Zapier and Make — an expiring certificate can land in Slack, a shared sheet or your own CRM without anyone re-keying it. More on branding the console and what your clients experience.
3-step broker workflow
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1
Brand your console
Upload your logo and pick a color scheme in under a minute. The palette previews as you click, so you can see it against your logo before you save.
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2
Get your client's consent
Send a one-click authorization link to your commercial accounts. Bulk-upload the COIs you already hold, or let subs submit their own from a phone.
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3
Watch it, and show the work
Clear the cross-portfolio queue in minutes, and export a PDF summary to bring to the renewal.
What it does for your agency's numbers.
One flat fee for the book
Priced by how many client companies you carry — not per vendor, not per seat. Your whole team gets logins on every tier, and each client's contractor allowance is their own rather than a pool your largest account drains.
Your clients are never billed
Your agency holds the subscription, so nothing lands on the client's invoice. Whether you absorb it to hold a key account or fold it into the service fee you already charge is your call — either way the console carries your logo, and from Partner Pro so do the reports.
Something in the proposal a competing quote hasn't got
Ongoing vendor compliance monitoring is a line the incumbent broker usually can't match, and it keeps working between renewals rather than going quiet the day the policy binds.
Priced to the size of your book.
|
Partner
$99/mo
Independent agencies offering software to key accounts |
Most popular
Partner Pro
$199/mo
Regional brokerages with growing commercial rosters |
Custom
Let's talk
Brokerages running a book past fifteen commercial accounts |
|
|---|---|---|---|
| Client companies | 5 | 15 | 16+ |
| Client/vendor management | Included | Included | Included |
| Cross-client risk dashboard | Included | Included | Included |
| Expiration/action queue | Included | Included | Included |
| COI / W-9 / license tracking | Included | Included | Included |
| Vendor self-service | Included | Included | Included |
| Agency members | Unlimited | Unlimited | Unlimited |
| Compliance reports | Included | Included | Included |
| Agency branding | Included | Included | Included |
| Reports branding | Not included | Included | Included |
| Start your 30-day free trial | Start your 30-day free trial | Tell us about your book |
Full pricing, and who pays for what — your agency holds the subscription; your clients are never billed.
Frequently asked questions
Do my commercial clients need to install software?
No. It runs in the browser. Your clients click the authorization link we email them, from a laptop or a phone. See what your client sees →
Does this replace our existing Agency Management System (AMS)?
No — it sits alongside it. Your AMS (Applied Epic, AMS360) tracks your direct policyholders and premium billing. TrackMyVendor watches your clients' subcontractors: their coverage, limits, state licenses and endorsements. Compliance events can be pushed into the rest of your stack over Zapier or Make.
Is it compliant for our agency to access client vendor data?
Yes. Your client grants access with an explicit one-click authorization before any vendor data can be seen or uploaded, which names your agency as their designated representative for vendor compliance. How we handle client data →
What happens if I exceed 15 client companies?
Nothing breaks and nothing gets cut off — the Custom tier is sized by hand. Tell us how many commercial accounts you carry and we will quote against your actual book. See full pricing →
Walk into the next renewal with the work already done.
Start the trial, add one client, and see the first exception queue before you decide anything.
Have questions? Schedule a 15-minute setup call with our product team at demo@trackmyvendor.com.