Franchisors and corporate insurance teams audit your vendor coverage on a schedule. Stay ahead of the audit instead of scrambling for it.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Most franchise agreements require General Liability and Workers Comp on every recurring vendor — and franchisors audit. A lapsed pest-control COI can violate the franchise agreement.
Walk-in cooler service, hood-cleaning, grease-trap pumping — they renew quietly, and you only hear about it when something fails inspection or floods the kitchen.
If you run three or five locations, the COI tracking burden compounds while your time per location shrinks. CSV import + reminders is the only way to scale this without hiring an ops manager.
Typical vendors restaurants & franchises track
Yes. Include the location in the vendor name (e.g. "ABC Hood Cleaning — Kingsway") or use Growth+ CSV import to bulk-load by location. Pro supports team members so each GM can manage their store.
Most franchise agreements require General Liability ($1M/$2M aggregate is common), Workers Comp where employees exist, and Auto Liability for any vendor with vehicles on premises. Some also require Liquor Liability for vendors handling alcohol delivery — check your specific agreement.
Indirectly — the dashboard gives you live status at a glance, and Pro exports a one-page PDF compliance summary. The audit itself looks at your operating practices, but having current vendor COIs in hand removes one entire audit category.
Starter ($29/mo) covers up to 25 vendors — enough for most single-location restaurants. Multi-location operators usually need Growth ($59/mo, 100 vendors) or Pro for unlimited.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.