Vendor contracts and insurance, fully under control

Track vendor contracts, insurance, and renewals in one place. Reduce risk, avoid surprise renewals, and stay compliant.

VendorsDocumentsTasks

The Challenge

Every growing business works with vendors. Cleaners, IT support, security, catering, maintenance, the list grows quickly. Each vendor comes with contracts, insurance certificates, and renewal dates. But where does all this live? Too often, it's scattered across email inboxes, personal drives, and half-forgotten folders. The result: contracts auto-renew at prices you never agreed to, insurance lapses without notice, and when something goes wrong, nobody can find the right contact or the original terms. Vendor management shouldn't be this fragile. You need a system that keeps everything visible, organised, and proactively alerts you before problems arise.

How Office IQ Supports This

A unified approach that connects vendors, documents, tasks to solve real operational challenges.

Maintain a complete vendor directory with contact details, contract terms, and service categories

Attach contracts, insurance certificates, and compliance documents directly to each vendor record

Set expiry dates and receive automatic reminders before renewals or lapses

Create tasks for contract reviews, price negotiations, and compliance checks

Track vendor performance and maintain a clear audit trail of all interactions

How It Works in Practice

A clear, step-by-step workflow that your team can follow from day one.

1

Add vendor to directory

Create a vendor profile with company details, primary contacts, service category, and contract summary. Everything searchable, everything connected.

2

Upload contracts and insurance

Attach the signed contract, insurance certificates, and any compliance documents. Tag documents with expiry dates for automatic tracking.

3

Set renewal reminders

Configure alerts for contract renewals, insurance expiry, and compliance deadlines. Never be caught off guard by an auto-renewal again.

4

Assign review tasks

Create tasks for periodic contract reviews, vendor assessments, and renegotiations. Assign to the right team members with clear deadlines.

5

Maintain oversight

Review vendor status from a centralised dashboard. See active contracts, upcoming renewals, and any compliance gaps at a glance.

What You'll Achieve

Real outcomes that operations teams can expect when using Office IQ for this workflow.

Complete visibility into all vendor relationships
Proactive alerts before renewals and insurance lapses
Reduced risk of compliance failures
Clear audit trail for vendor documentation
Better negotiating position with full contract history available

See Vendor Contract & Insurance Oversight in Action

Experience how Office IQ brings together vendors, documents, tasks to streamline this workflow.