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Log every policy on each certificate: the coverage, insurer, policy number, limit, effective and expiry dates, the date received and whether you are named as additional insured. Add a renewal as a new row.\u003c\/p\u003e\u003cp\u003eStatus updates from the status date: Not received, Current, Expires soon or Expired. Limits below your minimum are flagged. The Summary counts certificates by party and status, and the Coverage Matrix shows the best certificate on file for each party and coverage. This template is a starting point, not legal advice. Have your own lawyer or adviser review it before use, and ask your insurance adviser which coverages and limits to require.\u003c\/p\u003e","brand":"The Builder's Ledger","offers":[{"title":"Default Title","offer_id":68005622120559,"sku":"INS-31","price":19.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0811\/5676\/7855\/files\/ins-31-01-hero.jpg?v=1792937272"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0811\/5676\/7855\/collections\/collection-back-office.jpg?v=1791600284","url":"https:\/\/thebuildersledger.com\/collections\/back-office.oembed","provider":"The Builder's Ledger","version":"1.0","type":"link"}