Lien waiver and COI agent
- QuickBooks
- Procore
- Document storage
Today
Someone keeps a spreadsheet of who has sent waivers and insurance certificates, and payments still go out without them.
With the agent
The agent requests missing waivers and certificates from each sub, reads what comes back, checks dates, amounts, and coverage limits, updates the status, and holds payment until the file is complete.
The office manager handles exceptions only.