Free 2026 Audit Ready Checklist for Construction Insurance Compliance

Make sure your compliance process is actually ready before audits, payments, or project teams put you on the spot in 2026.

This 12-point checklist helps you quickly assess whether your insurance tracking, payment readiness, and documentation would hold up in a real audit. Because in 2026, “we thought we were compliant” is not a defense.

Are you audit ready?

Construction teams are expected to stay compliant throughout the year, but compliance is often managed across disconnected systems and manual processes. That works until something slips.

This 12-point checklist helps you review your compliance process early so you can identify potential gaps before audits, payment delays, or documentation requests create problems. It gives you a clear view of where things stand today.

The checklist focuses on core areas commonly involved in construction compliance reviews, including:

  • Insurance tracking and renewals
  • Payment readiness and vendor compliance
  • Audit documentation and reporting

Each section is aligned to real construction workflows, so you can evaluate your process based on how work actually gets done.

Most teams discover compliance issues too late, when fixes are rushed and conversations get harder. This checklist gives you a structured way to review your current approach, prioritize improvements, and move throughout the year with more clarity and confidence.

Download the Free 2026 Audit-Ready Checklist

Streamline your COI compliance tracking on one platform

construction COI tracking software

Save Time

Simplify your construction insurance needs with Billy. We offer a one-stop shop for all your insurance needs, including automated collection and verification of certificates of insurance (COI), W9 forms, Business Licences and other compliance documents.

Procore and Billy COI tracking integration

Integrate Seamlessly

Automatically transfer project and vendor data from Procore into Billy and eliminate data entry, without any manual steps.

Stay Compliant

Get the right documents the first time. No logins are required. Allows your vendor or their broker to upload documents and eliminate manual correspondence with automations.

Stop managing compliance. Start mastering it.

Stop chasing paperwork and start building with confidence. Billy makes compliance automatic, connected, and audit-ready every day.