How to keep a license and insurance renewal calendar
Never let a license, bond or policy lapse without noticing.
- List everything that expires. Contractor license, business registration, general liability, workers' compensation, vehicle policies, bonds and any trade certifications.
- Write the date and the contact. For each item note the expiry date, the policy or license number location and who to call.
- Set two reminders. One 60 days before and one 14 days before the expiry date.
- Assign an owner. One person is responsible for each renewal, with a backup.
- Keep the current copies together. Store the latest certificates in one place so you can send them to a customer or property manager quickly.
- Review the list each quarter. Remove old items and add new ones, such as a new truck or a new certification.
Common questions
Where do I find the rules for my license?
Your state or local licensing board publishes renewal rules. Check the official site for your trade and area.
Who should I ask about coverage?
Your insurance agent can tell you what your policies cover. This guide is general information only.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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