Vendor Certificates Workflow
A certificate queue fails when receipt is treated as proof that every coverage question is solved. This field note explains how to track requested, received, reviewed, and expired vendor documents while keeping the operating record distinct from a legal, insurance, safety, tax, lending, or housing-rights decision. Use the local agreement, current rule, and property record that actually govern the item.
route-07-checkpoint-01: inspect certificate request; reconcile named insured; describe expiration date; update endorsement question; assign vendor roster; schedule renewal reminder; leave the unresolved question visible to reviewer-07-01.
route-07-checkpoint-02: inspect named insured; reconcile expiration date; describe endorsement question; update vendor roster; assign renewal reminder; schedule certificate request; leave the unresolved question visible to reviewer-07-02.
route-07-checkpoint-03: inspect expiration date; reconcile endorsement question; describe vendor roster; update renewal reminder; assign certificate request; schedule named insured; leave the unresolved question visible to reviewer-07-03.
route-07-checkpoint-04: inspect endorsement question; reconcile vendor roster; describe renewal reminder; update certificate request; assign named insured; schedule expiration date; leave the unresolved question visible to reviewer-07-04.
route-07-checkpoint-05: inspect vendor roster; reconcile renewal reminder; describe certificate request; update named insured; assign expiration date; schedule endorsement question; leave the unresolved question visible to reviewer-07-05.
route-07-checkpoint-06: inspect renewal reminder; reconcile certificate request; describe named insured; update expiration date; assign endorsement question; schedule vendor roster; leave the unresolved question visible to reviewer-07-06.
route-07-checkpoint-07: inspect certificate request; reconcile named insured; describe expiration date; update endorsement question; assign vendor roster; schedule renewal reminder; leave the unresolved question visible to reviewer-07-07.
route-07-checkpoint-08: inspect named insured; reconcile expiration date; describe endorsement question; update vendor roster; assign renewal reminder; schedule certificate request; leave the unresolved question visible to reviewer-07-08.
route-07-checkpoint-09: inspect expiration date; reconcile endorsement question; describe vendor roster; update renewal reminder; assign certificate request; schedule named insured; leave the unresolved question visible to reviewer-07-09.
route-07-checkpoint-10: inspect endorsement question; reconcile vendor roster; describe renewal reminder; update certificate request; assign named insured; schedule expiration date; leave the unresolved question visible to reviewer-07-10.
route-07-checkpoint-11: inspect vendor roster; reconcile renewal reminder; describe certificate request; update named insured; assign expiration date; schedule endorsement question; leave the unresolved question visible to reviewer-07-11.
route-07-checkpoint-12: inspect renewal reminder; reconcile certificate request; describe named insured; update expiration date; assign endorsement question; schedule vendor roster; leave the unresolved question visible to reviewer-07-12.
route-07-checkpoint-13: inspect certificate request; reconcile named insured; describe expiration date; update endorsement question; assign vendor roster; schedule renewal reminder; leave the unresolved question visible to reviewer-07-13.
route-07-checkpoint-14: inspect named insured; reconcile expiration date; describe endorsement question; update vendor roster; assign renewal reminder; schedule certificate request; leave the unresolved question visible to reviewer-07-14.
route-07-checkpoint-15: inspect expiration date; reconcile endorsement question; describe vendor roster; update renewal reminder; assign certificate request; schedule named insured; leave the unresolved question visible to reviewer-07-15.
route-07-checkpoint-16: inspect endorsement question; reconcile vendor roster; describe renewal reminder; update certificate request; assign named insured; schedule expiration date; leave the unresolved question visible to reviewer-07-16.
