Avetta, ISNetworld
Primary contact: vendor onboarding team. Demo showcase account with OCR, import proof, request history, waiting follow-up, and activity history.
Operational Focus
Follow-up overdue by 11 days.
Request item: Upload renewed insurance certificate for Apex Trenching LLC
Customer summary
Customer is blocked by an expiring Certificate of Insurance with an overdue replacement follow-up and an expiring Auto Liability Certificate.
Workflow status
1 of 2 required items are accepted.
Internal workflow priority only.
Not a compliance determination.
Why this customer is prioritized
Major factors
Major factors are the main reasons this customer is prioritized today. Additional factors still contribute and can become major when they become overdue, stale, near expiration, or blocking work.
Internal follow-up
Team actions tied to this customer, platform, or document.
Avetta · Sep 5, 2026 · Assigned to Maya Admin · High priority · Related: Certificate of Insurance · Ask for the revised certificate.
Avetta · Sep 23, 2026 · Assigned to Maya Admin · Low priority · Related: Northline onboarding packet · Low-priority planning item for later follow-up.
Avetta · Aug 23, 2026 · Assigned to Maya Admin · Low priority · Related: Customer contact · Completed.
Tracked files
Files and records that may satisfy requested items.
For Apex Trenching LLC (Subcontractor) · Avetta · Insurance · Sep 20, 2026 · Replacement requested
For Workspace / primary company · Avetta, ISNetworld · Insurance · Sep 28, 2026
Customer-requested requirements
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Customer-requested · For Apex Trenching LLC (Subcontractor) · Document: Certificate of Insurance · Task: Follow up with insurance broker (Waiting) · Customer requested an updated copy for Apex Trenching LLC.
Resolution path: Status: In progress · Next: Follow up with broker · Latest related activity: Request sent Aug 24, 2026 to Dana Holt
Waiting on Broker since Aug 24, 2026 · Follow up Sep 1, 2026 · Broker has the request.
Customer-requested · For Miller Concrete LLC (Subcontractor) · W-9 · Miller Concrete LLC tax form is filed for this customer package. W-9s do not expire.
Trust history
2026-08-31 14:20 · Maya Admin · Dana confirmed the renewed certificate is being prepared and should arrive this week.
2026-08-27 09:25 · Maya Admin · Maya Admin owns this broker follow-up for Northline Energy.
2026-08-27 09:17 · Sidecar · Detected title Certificate of Insurance, category Insurance, effective date 2026-01-01, and expiration date 2027-01-01 with high confidence.
2026-08-27 09:15 · Maya Admin · Uploaded coi-5deg.png for OCR-assisted review.
2026-08-24 10:06 · Maya Admin · Moved from Not Waiting to Waiting on Broker after the renewal request was sent.
Manage platform assignments and request recipients when this customer setup changes.
Platform assignments
Request recipients
Broker · Primary · [email protected] · Insurance broker account manager for COI renewals.
Customer · Primary · [email protected] · Contractor administrator for onboarding requests.
Platform · Primary · [email protected] · Avetta review team for portal status checks.
Employee · Primary · [email protected] · Field supervisor for roster and training updates.
Internal Team · Primary · [email protected] · Compliance coordinator for internal follow-up.
