Insurance and risk

How many of your vendors are working on site right now with an expired certificate of insurance?

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.

▶ 1:56 narrated demoCaptions built inSynthetic data
The problem today

Why teams in insurance and risk need this

01

Certificates arrive by email in every format imaginable.

02

Expirations and missing coverage slip through.

03

Follow-up with vendors is manual and untracked.

Immediate business value

What changes on day one

RESULT 01

No subcontractor on site with an expired or short certificate

RESULT 02

Missing endorsements caught before work starts

RESULT 03

One review record per subcontractor for audits

Built for: General contractors and their risk managers, insurance agencies serving contractors, property managers vetting vendors
Capabilities

What your team gets

How it works, end to end

A walkthrough of the daily flow

  1. Intake

    Certificate log

    Log the subcontractor's certificate.

  2. Intake

    Requirements check

    Run the check against the project's requirements profile.

  3. Intake

    Unassessed items

    Record unassessed items.

  4. Intake

    Submit for review

    Submit for review.

  5. Reviewer

    Reviewer

    As reviewer, confirm or correct.

  6. Approver

    Publish

    As approver, publish and check the PDF.

Safeguards

People stay in charge

Every result is reviewed and approved by a person before release. Every change is versioned and every action is on the audit trail.

BOUNDARIES

Document review support only. Not a coverage, binding or underwriting determination.

Licensed agent or broker review required.

Go deeper

Everything you need to evaluate and run it

PricingPilot pricing on request
StatusLive pilot