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ComplianceDocument processing
August 14, 2026Request and track certificates of insurance automatically
Before work starts you need COIs. This system requests them tracks receipt and verifies coverage.
Sends COI requests with requirements. Tracks receipt. Verifies coverage. Alerts on expiration.
Show me how this would work for usWhere this shows up
- Chasing vendors for certificates
- Expired COIs in files
- Work starting without insurance
What this replaces
- Manual COI requests
- Spreadsheet certificate tracking
- Unverified coverage
How it runs
1
Request sent with requirements
2
Certificate received and verified
3
Coverage checked against needs
4
Expiration tracked with alerts
Outcome
- COIs collected before work
- Coverage always verified
- No expired certificates
Best fit for
- General contractors
- Property managers
- Companies with vendor insurance needs
We build and operate this system with your team.
Every system is tailored to your workflow and data. This is a starting point.
Want this built for your workflow?
We map your workflow and get a working system live in 1 to 2 weeks.
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