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Set up the request once

You say which records you need and what has to be true about them. Engrama sends the request, keeps following up, and stops the moment your partner answers.

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Define

Say what has to be true, in your own words

The checks belong to the request, so you ask each partner for exactly what that contract needs.

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Composing a request
What you are asking for
A current certificate of insurance
Needed by
Friday, 19 June
Checks on this request

The policy number, and the name it is held in.

The other checks on this request
  • It stays valid through the whole contract period.
  • The coverage includes anyone working on our site.
  • Does this cover work carried out at our site?
A request being written: the certificate, the date and the checks that belong to it.
Request

The next request is already mostly written

Add a partner by name and email, and Engrama starts you with a pack for their line of work, default checks and a renewal cadence already on it.

You change what you need, set the date, and save the edited set as a pack you send to the next partner.

Request this record
Ask
Halstead ManufacturingContractor · Certificate of Insurance
Record
Certificate of Insurance
Checks Engrama runs before this reaches you
  • FieldPolicy number is present on the certificate

Carried from the last request on this case.

Needed by
Friday, 10 July

Engrama sends the request in your partner’s language, follows up ahead of the due date, and keeps going while it is overdue.

Expiring next(3)
  • Ellingham Property Services · Operating LicenceHead Office · annual renewal94 days
  • Corwin Testing Services · Calibration Test ReportHead Office · quarterly121 days

Next: Answer

Pick the partner you ask the most

A supplier, a contractor, a carrier: we will build that request with your checks on the call.

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