Expired COI recovery workflow
A subcontractor catches a general liability certificate before it lapses, requests the renewal from their broker, parses the new ACORD 25, and uploads the corrected document before ISNetworld review.
- Track COI expiry at 60/30/7 days
- Parse the renewed ACORD 25
- Flag missing endorsements or limits
- Store the final certificate for portal upload
RAVS answer drafting workflow
A safety manager uses PrequalPilot to draft answers for common ISNetworld RAVS questions, then edits the wording to match the company safety program and field practices.
- Select the RAVS question
- Draft an answer from safety-program context
- Review against ISN-style expectations
- Export the final answer for portal entry
Avetta document readiness workflow
A contractor running both ISNetworld and Avetta keeps COIs, OSHA logs, training records, and written safety programs in one document vault instead of maintaining two separate spreadsheets.
- Map required document types
- Upload shared safety records once
- Monitor expiry dates by portal
- Export a clean package when a hiring client asks