Summary
In short
- An insurance expiry review is a review used in KnowContractor that reviews contractor insurance due to expire in the coming period. It is built against Contract requirements and forms part of the Contractor Onboarding and Management programme.
- Run monthly. Carried out by procurement.
- The template holds 36 fields across 3 sections, with expiring policies repeating for each entry.
- Scoring is expiring count, where high is bad.
- Contract requirements is contract requirements. Obligations accepted in a customer or supplier agreement rather than imposed by law.
- It connects to the rest of the library: links Insurance records.
What it is
What it is
What is an insurance expiry review?
An insurance expiry review is a review used in KnowContractor that reviews contractor insurance due to expire in the coming period. It is built against Contract requirements and forms part of the Contractor Onboarding and Management programme.
When is an insurance expiry review completed?
An insurance expiry review is completed at the review interval, and after any trigger event. Run monthly.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form IER-2026-000
- You are running the Contractor Onboarding and Management programme and this is one of its steps
- A linked record needs this one to exist: links insurance records
Not for
- Insurance Certificate Record, which holds the contractor's insurance certificates with coverage amounts and expiry dates.
- Workers Compensation Clearance, which confirms the contractor is in good standing with the workers compensation authority.
- Insurance Adequacy Review, which checks that coverage limits and types match the risk of the work being done.
- Anything outside KnowContractor, which belongs in the workspace that owns that process
Standards
What it is built against
Contract requirementsContract requirements
Obligations accepted in a customer or supplier agreement rather than imposed by law.
FAQ
Frequently asked questions
What is the insurance expiry review template based on?+
It is built against Contract requirements. Contract requirements is contract requirements. Obligations accepted in a customer or supplier agreement rather than imposed by law.
What sections does the insurance expiry review contain?+
There are 3 sections: header, expiring policies, summary. Together they hold 36 fields, 29 of which are required.
How often is an insurance expiry review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form IER-2026-000, so it can be traced and referenced from other records.
Which programme does the insurance expiry review belong to?+
It is part of Contractor Onboarding and Management. Nobody through the gate without evidence, and performance that feeds the next award.
How is an insurance expiry review scored?+
Scoring is expiring count. High is bad. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the insurance expiry review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the insurance expiry review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowContractor — contractor management. Prequalification, approval, induction, permits and performance.
Sources
Sources
- Contract requirements — Contract requirements