How it works
Three steps to looking like the biggest company in the room.
Upload your documents once. Send your credentials to anyone, anytime, from anywhere — in about 30 seconds.
Free · No credit card required
1
Upload your credentials
Upload your Certificate of Insurance, business license, W-9, trade certifications, and vehicle documents. CredPacket's AI reads each file and organizes everything automatically — no manual data entry.
Drag-and-drop any PDF or photo
AI extracts cert numbers, issuers, coverage, and expiry
Works for COIs, licenses, EPA 608, OSHA, and more
2
Build your CredPacket
Choose which credentials to include. Your packet is formatted professionally and branded with your company — not ours. Expiration dates are tracked automatically so nothing lapses.
Your logo and company name on every packet
Pick exactly what each client needs
Automatic renewal reminders before anything expires
3
Send before they ask
Send your CredPacket by email or link to any client — residential homeowner, HOA, general contractor, or municipality. One click, instant professional impression.
No account required for recipients
Send from your phone or computer
Optionally request a COI from your broker at the same time
Why it wins work
Send your credentials before they ask.
Most contractors only send their insurance and licenses when a client asks. By then, you're reacting. CredPacket flips it — you lead with a polished, complete credential packet that builds trust instantly and helps you win the job before anyone else even responds.
Ready to win more work?
Build your professional credential packet today and start sending it before clients ask.