1. Solutions to Fit Your Needs
With Assurance Screening’s customizable package options, your organization can have the peace of mind knowing that
your contractors, subcontractors and trade partners have the right insurance, bonding capacity, licenses or other types of
credentials required to perform work with your organization.
Sample Screening Package 1: $129/Subcontractor
Criteria and Document Collec ons Frequency
Collec on of Cer ficate of Insurance & Compliance Verifica on Upon enrollment & receipt of new cer ficate
Producer Agency Verifica on of Insurance Quarterly
3 Year EMR (Experience Modifier Ra ng) Collec on & Verifica on Annual/upon enrollment
Experian™ Business Profile Report (BPR) Annual/upon enrollment
Trade License Collec on & Verifica on (up to 3 states) Annual/upon enrollment
5 Year OSHA Cita on/Viola on Search Quarterly
Business En ty Verifica on Annual/upon enrollment
Business Financials Collec on Annual/upon enrollment
Banking Reference Le er Collec on Annual/upon enrollment
Bonding Reference Le er Collec on & Verifica on Annual/upon enrollment
Sample Screening Package 2: $115/Subcontractor
Criteria and Document Collec ons Frequency
Business En ty Verifica on Annual/upon enrollment
Collec on of Cer ficate of Insurance & Compliance Verifica on Upon enrollment & receipt of new cer ficate
Producer Agency Verifica on of Insurance Quarterly
Public Records Civil Search (Bankruptcy, Tax Lien, & Judgment Checks) Annual/upon enrollment
MBE/DBE Documenta on Collec on and Verifica on Annual/upon enrollment
OSHA Cita on/Viola on Search Annual/upon enrollment
W9 Collec on & Records Search for Match Annual/upon enrollment
Sample Screening Package 3: $90/Subcontractor
Criteria and Document Collec ons Frequency
Collec on of Cer ficate of Insurance & Compliance Verifica on Upon enrollment & receipt of new cer ficate
Producer Agency Verifica on of Insurance Quarterly
Public Records Civil Search (Bankruptcy, Tax Lien, & Judgment Checks) Annual/upon enrollment
OSHA Cita on/Viola on Search Quarterly
EIN Collec on and Verifica on of Business Annual/upon enrollment
Sample Screening Package 4: $55/Subcontractor
Criteria and Document Collec ons Frequency
OSHA Cita on/Viola on Search Quarterly
Trade License Collec on & Verifica on (up to 3 states) Annual/upon enrollment
Collec on of Cer ficate of Insurance & Compliance Verifica on Upon enrollment & receipt of new cer ficate
Producer Agency Verifica on of Insurance Monthly
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