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Insurance Expiration Report

The Insurance Expiration Report/Letter is a form that a company can use to request insurance information from their sub contractors.  It also has the ability to print a report of when insurance expires based on information recorded in Sub-Account Maintenance [F12].  A default letter is already setup in WPFORMS.  You can edit the default insurance letter in the Utilities module / Default Forms / Letter Templates.  This report also provides the ability to specify if a MSA (Master Service Agreement) is required and/or received.

 

Vendor's Insurance Listing

This report will provide insurance information for vendors setup in Sub-Account maintenance that have insurance information filled in on the Insurance Tab.  The report information reports if General Liability or Workers comp insurance is filled in.  The report is intended for your company's insurance carrier to verify that your vendors carry insurance.

 

W-9 Letters

This utility provides the ability to print a batch of vendor letters and cover letters based on missing Tax-IDs. Usually a W-9 letter is printed immediately after adding them via the "Print W-9 Letter" button in Sub-Account Maintenance. However, this batch printing can be used to print and/or reprint a W-9 for all vendors with a blank Tax ID. When the W-9 is printed a cover letter will print with it. You have the ability to customize the cover letter by adding notes. See Sub-Table Maintenance on how to add notes to the cover letter.