COI Tracking
Every certificate checked against the contract and the endorsement behind it, with gaps chased before work starts.
Why it matters
Contracts demand limits, additional-insured and waiver wording; certificates arrive by email on ACORD 25, are checked by hand or not at all, and a certificate alone never proves the endorsement exists.
How the solution handles it
Six agents collect certificates and endorsements from email and portals, read them, compare limits and wording with each contract, check the endorsements really exist, chase gaps and expiries and keep the register current. A risk manager approves every exception.
How a certificate moves
Six specialist agents collect, read, match, verify, chase and watch every certificate; a risk manager approves each exception.
What it reads, and what it hands back.
What goes in
- ACORD 25 and 28 certificates
- Contract insurance requirements
- Additional-insured endorsements
- Policy declarations
- Vendor and project lists
What comes out
- Compliance status per vendor
- Gap list (limits, AI, waiver)
- Chase emails and reminders
- Expiry calendar
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
A certificate of insurance does not amend or extend the policy (ACORD 25 disclaimer; NY DFS OGC opinions) · “Target” = design goal, measured in the live solution · “Estimated” = our estimate
6 specialist agents. One person decides.
More in this division.
Every broker submission read, cleared and ranked within the hour, so underwriters quote the best risks first.
Loss Run AnalysisFive years of loss runs from any carrier normalised into one cited table in minutes, ready to price.
SOV CleansingEvery statement of values cleaned, geocoded and COPE-complete in an hour, every filled field cited.
Build this
for your team.
We’ll show COI Tracking running on your own documents.