THE SUBVETTED WORKFLOW

From paperwork to a plan.

Your documents. Your review. A clear comparison of what the contract asks for and what your COI shows.

01

Upload your documents

Start with the contract’s insurance exhibit and your current ACORD 25 certificate of insurance.

02

Review what’s extracted

AI pulls out requirements and coverage details. You review them side by side and correct anything that needs attention.

03

See the gaps. Share the report.

Get an itemized comparison and a downloadable PDF to discuss with your agent or send to your hiring party.

THE DETAILS THAT MATTER

More than checking a box.

Required lines of coverage

Per-occurrence and aggregate limits

Additional insured requirements

Required endorsement forms

Policy dates and completed operations

Carrier ratings, when specified

COIs don’t establish every policy term. Items needing policy or indemnity review are surfaced for discussion with your agent, not presented as legal approval.

LET’S TALK ABOUT YOUR NEXT JOB

A clearer path to compliance.

Tell us about your company and your insurance compliance needs.

Contact us