News / Unlock Powerful Synergy: How CertFocus & PreQual Integration Transforms Subcontractor Risk Management
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.
This integrated approach represents Vertikal RMS’s customer-first philosophy:
“At Vertikal RMS, we’ve built a culture centered on our customers—one where every decision is shaped by their success. By fostering this focus, we deliver not only excellent systems and services but also lasting value through solutions like CertFocus and PreQual.” — Matt Kelly, President, Vertikal RMS
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.
Vertikal RMS gives you powerful tools at reasonable prices:
“Meeting client needs takes more than technology—it takes balance. At Vertikal RMS, we align powerful systems with exceptional services, combined with a strong value proposition, so every client benefits from quality and affordability.” — Lee Roth, Chief Revenue Officer, Vertikal RMS
This philosophy shows in bundle pricing that makes comprehensive vendor risk management affordable for contractors without enterprise budgets, with discounts applying when purchasing both platforms together.
Integrated Pricing: Save Money While Getting More Protection
Buying CertFocus by Vertikal RMS and PreQual by Vertikal RMS together costs less than purchasing separate insurance tracking and prequalification platforms from different vendors while avoiding integration problems altogether.
Combined Platform Pricing
| Platform | Service Level | Starting Cost | What It Covers |
| CertFocus by Vertikal RMS | Self-Service | $6–$8 per vendor/year ($7,500 min) | Hawk-I AI verification, unlimited users, automated renewals |
| CertFocus | Full-Service | $13–$29 per vendor/year ($10,000 min) | Credentialed professionals (CIC, CPCU, CISR, CRIS), expert reviews, dedicated support |
| PreQual | Self-Service | ~$6 per sub ($10,000 min) | Automated scoring, document management, compliance tracking |
| PreQual | Full-Service | $30–$165 per prequalification ($10,000 min) | Financial analysts, cash flow review, bankruptcy detection |
| Bundle Discount | Both Platforms | Contact for pricing | Additional savings on combined purchase |
Why Integrated Platforms Cost Less
Forcing competing products to communicate eats budget through API setup fees, ongoing maintenance costs, and the inevitable data sync failures that require staff time to fix manually. Companies putting together point solutions from different vendors spend tens of thousands per year on subscriptions and integration expenses.
CertFocus by Vertikal RMS and PreQual by Vertikal RMS talk to each other natively because the same company built both. No API issues, no duplicate vendor records across platforms, and no wondering why insurance status shows differently in your prequalification system versus your COI tracker.
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!
Frequently Asked Questions About CertFocus & PreQual Integration
Both platforms price independently based on vendor volume and service level, with bundle discounts available when purchasing together. CertFocus by Vertikal RMS starts at $6–$8 per vendor for self-service or $13–$29 for full-service. PreQual by Vertikal RMS runs $6 per sub for software-only or $30–$165 per prequalification with financial analysts.
Yes, CertFocus by Vertikal RMS offers vendor-pay at $85–$150 per vendor while PreQual by Vertikal RMS lets contractors set their own sub-pay rates. You can mix models, having vendors cover insurance tracking while you pay for prequalification or vice versa depending on budget priorities.
CertFocus by Vertikal RMS and PreQual by Vertikal RMS work independently but integrate for complete vendor risk management. Use CertFocus by Vertikal RMS alone for insurance tracking without financial analysis, or PreQual by Vertikal RMS alone for prequalification without ongoing COI monitoring. Most contractors need both to catch insurance and financial problems through connected systems.
Ready to Rise Above Risk?
Reach out to discover how Vertikal RMS can help your organization implement an efficient and effective COI compliance tracking system.
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