Spreadsheet Templates

Bond & Insurance Expiry Tracker (License-Linked)

Track each license's linked surety bond, GL and workers'-comp expiry against your As-of date, flagging bond or WC gaps that can trigger automatic license suspension — all figures buyer-entered. One row per policy: surety bond, general liability, workers' comp, auto — with number, carrier and expiry date. Each policy links to the license it protects so a gap surfaces against the right license. Green/yellow/red status computed against the buyer-set As-of date. Every requirement figure ships blank for you to verify at the licensing authority named on the row; nothing in this product asserts what a jurisdiction requires. Sample rows use Copperline Trade Services LLC (SAMPLE) and are clearly marked.