Unlock Powerful Synergy: How CertFocus & PreQual Integration Transforms Subcontractor Risk Management

Managing subcontractor insurance and prequalification through separate systems creates duplicate work, missed steps, and compliance gaps that put your projects at risk. You enter the same vendor information twice, chase down certificates in one platform while managing prequalifications in another, and hope nothing falls through the cracks.

CertFocus by Vertikal RMS handles certificate of insurance tracking while PreQual manages subcontractor qualifications and scoring. The integration between these platforms eliminates duplicate data entry and keeps insurance compliance visible throughout your entire prequalification process.

Two Industry-Leading Solutions, One Unified Workflow

CertFocus tracks your certificate of insurance (COI) management while PreQual handles thorough subcontractor qualification and scoring. Together, they let you coordinate critical risk and compliance data without jumping between systems or losing track of requirements.

One-Click Integration: Fast-Track Subcontractor Approval

You don’t need separate systems for hiring and qualifying subs anymore. When your admin adds a new vendor to a project, they see a Send PreQual Request button. One click starts the vendor’s prequalification workflow in PreQual automatically.

Benefits at a Glance:

• No duplicate data entry: Handle insurance validation and prequalification steps simultaneously.
• Permission controls: Only users with executive or admin roles see the action, keeping things secure and clear.
• Real-time feedback: Once a request is sent, it’s automatically logged, the UI updates to prevent duplicate requests, and your entire team knows the action has occurred. No confusion, no redundancy.
• Track and audit: Every prequal request is logged with username, timestamp, and vendor info.
• Single source of truth: All steps, statuses, and activities are logged and easily referenced.

Live Insurance Compliance in Your PreQual Scorecards

Once you initiate a subcontractor’s prequalification from CertFocus, their current COI compliance status appears directly on their PreQual scorecard.

Here’s how it elevates your process:

• Instant COI visibility: As you review a sub’s PreQual scorecard, their current insurance compliance (from CertFocus by Vertikal RMS) is displayed front and center. No more switching platforms or wasting time searching.
• Always up to date: Any changes to insurance status or compliance in CertFocus by Vertikal RMS are instantly reflected on the most current PreQual submission, ensuring risk assessment is always accurate.
• Historical accuracy: If a new PreQual submission is made, old scorecards freeze the COI status at the time of submission for a clear audit trail.
• Clear compliance labels: Insurance coverage is flagged as “Compliant” or “Non-Compliant” using simple definitions to boost decision-making clarity.
• Automatic updates: If you ever need to roll back or delete a submission, the system automatically updates compliance status, keeping all records in sync.

Why Clients Love the CertFocus & PreQual Synergy

Those who’ve tried CertFocus by Vertikal RMS and PreQual love it. Here’s why:

Fewer errors, less manual work: No more redundant steps or mix-ups when moving from insurance validation to prequalification. Documents don’t get lost and communication gaps disappear.

Faster onboarding: New vendors are entered once, initiated for both insurance and qualification, with all necessary data carried along automatically.

Stronger risk defense: With all activities logged and status updates live, compliance managers and project managers can immediately spot non-compliance and fix it before risk escalates.

Empowered decision-making: Real-time, authoritative compliance data makes executive reviews fast, defensible, and audit-proof, for any project or vendor.

Ready to Transform Your Compliance & Qualification Workflow?

CertFocus by Vertikal RMS and PreQual integration stops the administrative nightmare of managing subcontractor insurance and qualification through separate systems. You get complete vendor management without duplicate work, missed compliance steps, or gaps that expose your projects to liability risks.

Stop juggling multiple platforms and hoping nothing falls through the cracks. The integration handles insurance tracking and prequalification simultaneously, so you approve qualified vendors faster while maintaining bulletproof compliance records that protect your business.

Contact us for a demo or to learn how to enable the integration for your organization!