# Compliance Tracker

Help firms in regulated or contract-heavy work, such as insurance, lending, law, accounting, staffing, construction, and property management, never let a license, credential, or certificate lapse.

Works for: [Staffing agencies](https://www.generalinput.com/templates/staffing-agencies), [General contractors](https://www.generalinput.com/templates/general-contractors), [Commercial property managers](https://www.generalinput.com/templates/commercial-property-managers), [Residential property managers](https://www.generalinput.com/templates/residential-property-managers), [Law firms](https://www.generalinput.com/templates/law-firms), [Accounting firms](https://www.generalinput.com/templates/accounting-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- A register of licenses, credentials, continuing education credits, and insurance certificates, with expiry dates and owners.
- A weekly list of what expires or is due in the next 60 days, with reminders and certificate requests drafted.
- Certificates checked as they arrive for the right dates, limits, and named parties.

## What to bring

- Where records live today (spreadsheets, an inbox, or Google Drive), and the rules you follow.
- Who must hold which license or credential, required insurance limits, and who receives the list.

## What it can set up for you

- **Requirement Check Method** (skill): Checks one person, vendor, or certificate against your requirements.
- **Weekly Expirations** (workflow, Every Monday morning): Lists what expires or is due in the next 60 days, with requests drafted.
- **Compliance Register** (app): Every license, credential, and certificate with its expiry date and owner.

## A fictional example

### You provide

Fictional, 2026-10-13: agent Sam Lee's producer license expires 2026-11-30, with 6 of 24 continuing education hours done. Example Roofing's liability certificate expired 2026-10-01. Subcontractors must carry $1M general liability.

### Illustrative result

# Expirations, week of 2026-10-13

## Lapsed
- Example Roofing: liability certificate expired 2026-10-01. Request for a current certificate showing $1M general liability drafted. Check with your project manager before they work on site.

## Due soon
- Sam Lee: producer license expires 2026-11-30, with 6 of 24 continuing education hours done. Reminder drafted.

Nothing was filed or sent.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It tracks and drafts. It never files with a regulator, renews a license, or tells anyone they may work while a requirement is unmet.
- It reports what the records show and never gives legal or regulatory advice.

Use this specialist: https://www.generalinput.com/templates/specialists/compliance-tracker