One-page executive summary · Insurance and risk

Insurance COI Review

Helps contractor compliance and risk teams review certificates of insurance, flag missing or expired documentation, and see which vendors need follow-up.

THE PROBLEM

Certificates arrive by email in every format imaginable.

Expirations and missing coverage slip through.

Follow-up with vendors is manual and untracked.

THE VALUE

No subcontractor on site with an expired or short certificate

Missing endorsements caught before work starts

One review record per subcontractor for audits

What it does

  • Synthetic COI intake
  • Checks against a configurable requirements profile (limits, auto, umbrella, workers comp)
  • Additional insured, waiver of subrogation and primary/non-contributory checks
  • Expiry-window alerts
  • Independent review, approval, client report and PDF
  • Pairs with Construction BPO and the Legal add-on
Best-fit clientsGeneral contractors and their risk managers, insurance agencies serving contractors, property managers vetting vendors
RolesAnalyst, Reviewer, Approver, Client
PricingPilot pricing on request
StatusLive pilot
GovernanceHuman review, versioning, audit trail

How a pilot runs

  1. Week 1 · Set up

    Accounts and roles created; synthetic or approved sample data loaded.

  2. Weeks 2–4 · Run

    Your team runs the daily flow on real-shaped work with TSM support.

  3. Week 5 · Decide

    Review results together and decide on a monthly service.

Document review support only. Not a coverage, binding or underwriting determination. Licensed agent or broker review required. Contact torreyw94@tsmatter.com.