{"id":"6a31c8469bd472a82c5d23a0","number":91,"collectionId":"67b76cb01705725c3d65cb12","slug":"how-to-complete-your-compliance-checklist","status":"published","hasDraft":false,"name":"Complete Your Compliance Checklist","text":"<div style=\"background:#F8F9FA;border:0.5px solid #E7E7E5;border-radius:8px;padding:10px 16px;margin:0 0 32px;display:flex;gap:20px;align-items:center;flex-wrap:wrap;\">\n <span style=\"font-size:12px;font-weight:600;color:#6B7280;\">~ 3 min</span><span style=\"font-size:12px;color:#D1D5DB;\">|</span><span style=\"font-size:12px;font-weight:600;color:#6B7280;\">Contractor Network</span><span style=\"font-size:12px;color:#D1D5DB;\">|</span><span style=\"font-size:12px;font-weight:600;color:#6B7280;\">Step 5 of 8</span>\n</div>\n<div style=\"background:#EFF6FF;border-left:4px solid #14548C;border-radius:0 6px 6px 0;padding:12px 14px;margin:24px 0 32px;\">\n <strong style=\"color:#14548C;font-size:13px;\">Requirements vary by network:</strong> <span style=\"color:#1e3a5f;font-size:14px;\">The requirements, attestations, and documents you encounter depend on the network you join. The screenshots are examples only; your network may require different insurance limits, credentials, or agreements.</span>\n</div>\n<p style=\"margin:0 0 18px;\">To be listed as a certified contractor, you need to provide insurance, credentials, and background check information. This guide walks you through submitting your insurance details by connecting your broker directly with Sublynk.</p>\n<div style=\"background:#EFF6FF;border-left:4px solid #14548C;border-radius:0 6px 6px 0;padding:12px 14px;margin:24px 0 32px;\">\n <strong style=\"color:#14548C;font-size:13px;\">Before You Begin:</strong> <span style=\"color:#1e3a5f;font-size:14px;\">You must have signed the Network Agreement (<a href=\"//help.sublynk.com/article/6a31c8461c315d013efd066a?preview=6a31c8461c315d013efd066a\" style=\"color:#14548C;text-decoration:none;font-weight:600;\">Step 4</a>).</span>\n</div>\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">1</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Open the Compliance Checklist</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Compliance tasks are highlighted on your dashboard and within each compliance menu such as Insurance. If your organization is not fully compliant it is not eligible to receive work from partner networks, or be listed on the Sublynk Certified network database.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_569ad406-0534-4e9c-b2c7-c1326cdbc257_d175732dcf3f9da6.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">2</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">You can manage your insurance profile from your compliance checklist or via the insurance tab on the left main menu.</h3>\n</div>\n<p style=\"margin:0 0 18px;\">In the top right corner, click <strong>Manage Insurance Profile</strong>.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_57ffa933-c8cd-4ebe-b970-66d26cb6a968_3bf760f7d66245d1.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">3</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Add Your Insurance Broker</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Click <strong>Select a broker</strong>.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_c655d7bb-92e9-48c9-b84a-f7190cc1049e_67ce89e48ac08190.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">4</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Enter Broker Name and Email</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Enter your broker's name and email address. This allows Sublynk to contact them for every line of insurance you hold. If you have different brokers for different lines of insurance, you can add additional brokers or assign the same broker to multiple lines.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_13f601e1-c590-49ef-9c60-2c2be92fc5a7_5b29947e7221f33b.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">5</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Save Your Changes</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Click <strong>Save Changes</strong> to store the information you have entered.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_13f601e1-c590-49ef-9c60-2c2be92fc5a7_fb7985143ea19f47.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">6</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Confirm Broker Assignments</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Review the list to confirm the correct broker is assigned to each line of insurance.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_13f601e1-c590-49ef-9c60-2c2be92fc5a7_3594c443e2682734.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"display:flex;align-items:flex-start;gap:10px;margin:32px 0 14px;\">\n <span style=\"display:inline-flex;align-items:center;justify-content:center;width:22px;height:22px;min-width:22px;background:#0C152B;color:#ffffff;border-radius:50%;font-size:10px;font-weight:700;flex-shrink:0;margin-top:2px;\">7</span>\n <h3 style=\"margin:0;padding:0;line-height:1.4;\">Confirm Changes</h3>\n</div>\n<p style=\"margin:0 0 18px;\">Once everything looks correct, click <strong>Confirm Changes</strong> to finalize your updates.</p>\n<img src=\"https://trails.nyc3.cdn.digitaloceanspaces.com/annotated_screenshot/Gt3UkIQvnTHo_13f601e1-c590-49ef-9c60-2c2be92fc5a7_903fff6949174137.png\" style=\"max-width:100%;border-radius:6px;margin:20px 0 36px;border:0.5px solid #E7E7E5\">\n<div style=\"background:#FFF3EF;border-left:4px solid #DD6438;border-radius:0 6px 6px 0;padding:14px 16px;margin:28px 0 36px;\">\n <strong>Why this matters:</strong> Once you submit your broker's name and email, Sublynk contacts them directly to request and validate every line of insurance. No back-and-forth needed on your end.\n</div>\n<div style=\"height:1px;background:#DD6438;opacity:0.25;margin:48px 0 16px;\"></div>\n<h2 style=\"margin:0 0 16px;\">Next Steps</h2>\n<ul style=\"padding:0;margin:0 0 8px;list-style:none;\">\n <li style=\"margin-bottom:14px;padding:12px 16px;background:#F8F9FA;border-left:3px solid #14548C;border-radius:0 6px 6px 0;\"><a href=\"//help.sublynk.com/article/6a31c8478577116725a4c606?preview=6a31c8478577116725a4c606\" style=\"font-weight:600;color:#14548C;text-decoration:none;font-size:14px;\">How to Manage Your Credentials on Sublynk</a>\n  <div style=\"font-size:13px;color:#374151;margin-top:4px;\">Upload your trade licenses so Sublynk can validate them at the source licensing board.</div></li>\n</ul>\n<div style=\"background:#ECFDF3;border-left:4px solid #16A34A;border-radius:0 6px 6px 0;padding:12px 14px;margin:32px 0 20px;\">\n <strong style=\"color:#166534;font-size:13px;\">✓ Your compliance checklist is submitted. Time to upload your credentials.</strong>\n</div>\n<div style=\"margin-top:44px;padding:22px 28px;background:#FFF3EF;border-radius:8px;text-align:center;\">\n <p style=\"margin:0 0 14px;font-size:14px;font-weight:500;color:#374151;\">Want to see the Sublynk Certified Network in action?</p>\n <a href=\"https://cal.com/zen-at-sublynk/sublynk-certified-network\" style=\"display:inline-block;padding:11px 28px;background:#DD6438;color:#ffffff;border-radius:6px;font-weight:600;text-decoration:none;font-size:14px;\">Book a Demo</a>\n</div>","categories":["6a2b06c7afe03b7ae2390311"],"related":[],"keywords":[],"publicUrl":"https://help.sublynk.com/article/91-how-to-complete-your-compliance-checklist","popularity":0.0,"viewCount":20,"createdBy":935820,"updatedBy":836275,"createdAt":1781647430000,"updatedAt":"June 19, 2026","lastPublishedAt":1781899994000,"previewText":"~ 3 min|Contractor Network|Step 5 of 8 Requirements vary by network: The requirements, attestations, and documents you encounter depend on the network you join.","updatedDate":"2026-06-19"}