Next Action
Waiting on response.
Follow up Sep 3, 2026.
Insurance
Certificate of Insurance
Belongs to Apex Trenching LLC (Subcontractor) · OCR demo sample: Sidecar extracted policy dates, title, and category from a slightly tilted COI image.
Expiration dateSep 20, 2026Effective Jan 1, 2026
Expiring
Waiting on Broker
Waiting since Aug 31, 2026 · follow up Sep 3, 2026Imported from sidecar-tenant-export.xlsx
Document snapshot
1 linked customer(s), 1 open task(s)
Insurance · Belongs to Apex Trenching LLC (Subcontractor) · Imported from sidecar-tenant-export.xlsx
Current state
Expiring
- Expiration: Sep 20, 2026
- Effective: Jan 1, 2026
- Waiting on Broker · follow up Sep 3, 2026
Used by
Linked customers
Northline Energy
Avetta
Follow-up
Related tasks
Follow up with insurance broker
Northline Energy · Avetta · Sep 5, 2026 · Assigned to Maya Admin · High priority · Ask for the revised certificate.
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Date suggestions
Latest analysis: coi-5deg.png
OCR completed. Suggested title, category, effective date, and expiration date are ready for review. · Aug 27, 2026
Review and edit the remaining suggested values below. Use Apply all suggestions for the normal path, or apply individual fields when only one value looks right. Applying records the reviewed action here and in customer Activity History when this document is linked to a customer.
View extracted text
Certificate of Insurance Certificate Date: May 15, 2025 Certificate Number: COI-2025-0515-7891 Producer: North Harbor Insurance Brokers, Portland, ME Insured: GreenField Landscaping LLC Policy Period: 01/01/2026 - 01/01/2027 Coverages: General Liability $1,000,000; Workers' Compensation Included; Auto Liability $1,000,000; Umbrella Liability $2,000,000 Additional Insured: Yes; Waiver of Subrogation: Yes
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