Frequently asked questions

Does GreenlightSubs check certificates with the insurance company?

No. GreenlightSubs stores the documents and dates you and your vendors provide, shows their status and sends reminders. You or your team review each document and decide whether it meets your requirements.

Does it read the expiry date off the certificate automatically?

Partly. When a vendor (or you) picks a PDF that has readable text, GreenlightSubs looks for the expiration date in it and fills in the date field as a suggestion. On a certificate it uses the policy that matches the document type (general liability, workers' comp, auto or umbrella), and suggests nothing if that policy isn't on it. The person uploading checks it before sending, and you confirm or correct it when you approve. Photos and scanned images aren't read, so for those the date is typed in by hand.

Do my vendors need an account?

No. Each vendor gets a private upload link. They open it, attach the file and type in the date. No account or password. See What your vendors see.

Can vendors upload from their phone?

Yes. The upload page works on a phone, and Choose file or take a photo lets them photograph a paper certificate or pick a PDF.

What files can be uploaded?

PDFs and images (JPG, PNG, WEBP and GIF), up to 10 MB each.

When do reminders go out?

Once a day, around 8 a.m. US Eastern time. By default: 30, 14, 7 and 1 days before a document expires, then weekly after it expires (up to 4 times), and weekly for missing documents (up to 3 emails). See How reminders work.

Why didn't a vendor get a reminder?

Check these, in order:

1. Is your email confirmed? Until it is, vendor emails are held. Look for the yellow banner.
2. Does the vendor have an email address on their page?
3. Are reminders paused for the vendor, or is the vendor archived?
4. Is Email vendors automatically ticked in Settings?
5. Is an upload for that document waiting for your review? Reminders pause until you approve or reject it.
6. Did they already get the reminder for this stage? Each one goes out once.
7. Open Sent emails. If the email shows Failed, hover over the badge to see the reason. Fix the address on the vendor's Edit page and click Send request now.

Can I send a request right now instead of waiting?

Yes. On the vendor's page, click Send request now, optionally with a personal note. You can do this once every 12 hours per vendor.

Can I try it without signing up?

Yes. Click Try the live demo on the home page. You get a private sandbox with sample vendors for 24 hours, and nothing in it is emailed.

What happens when I reach my vendor limit?

You can't add more vendors until you upgrade or archive vendors you no longer work with. Archived vendors don't count. See Plans and billing.

Can I change my login email?

Not from inside the app. Contact support and we'll help.

I forgot my password.

On the log in page, click Forgot password? and enter your email. The reset link works for 1 hour.

Can more than one person use the account?

Yes, on paid plans. Starter includes 2 seats and Pro includes 10. See Team members and seats.

How do I get my data out?

On every plan, including Free, Download CSV under Import / export gives you every active vendor and document, and any file can be downloaded from the vendor's page. On Starter and above, you can also print the compliance report. See Security, privacy and your data.

How do I cancel?

The account owner opens Billing and clicks Manage billing & invoices. Your account moves to the Free plan when the subscription ends, and nothing is deleted. If you have more than 5 active vendors, automatic reminders continue only for the 5 you added first. Refunds are available within 14 days of your first payment. See our refund policy.

How do I delete my account?

Email us and we'll delete your account and everything in it. The privacy policy explains how.