Tell it what the job requires, once.
Limits, additional insured, waiver of subrogation, whatever the owner’s contract calls for. The AI holds every certificate on the job to it.
The moment a certificate comes in, the AI checks it against your requirements and sends back exactly what’s short. Your AI agent chases the renewals from its own email address, so nobody’s on site with an expired COI.
COI tracking software means nobody reads certificates line by line or keeps expiration dates in a spreadsheet. In Contracts Connected the AI reads every certificate against the job’s requirements the moment it comes in, and your AI agent chases the renewals before they lapse.
Limits, additional insured, waiver of subrogation, whatever the owner’s contract calls for. The AI holds every certificate on the job to it.
Your AI agent emails the vendor exactly what’s short, from its own address. The vendor just uploads the fix, and the AI reads it the moment it comes in.
Without the AIPlenty of teams just use the tracker. Reject it with the reason, and the Monday and Wednesday reminders chase the vendor until it’s fixed.
Hi Rosa, your certificate for Harbor HQ is missing one thing:
Please have your carrier add us and upload the updated certificate.
Upload it hereEvery expiration goes on the clock. Your AI agent asks for the renewal ahead of time and keeps after it until it’s in.
Without the AIOn the tracker alone, you see every expiration 30, 60 and 90 days out, and the Monday and Wednesday reminders ask the vendor for the renewal.
Every vendor’s insurance on one screen, and an expired COI keeps them from being cleared to mobilize.
Our co-founder ran a large federal general contracting firm for 15 years, about 100,000 documents a year.

"What used to be a time-consuming and disorganized process is now streamlined and efficient. With automated workflows, easy document tracking, and seamless collaboration, we've saved countless hours and minimized errors."
It's one setting for the whole account, and you can change it any time.
The requirements sit beside the document, the Monday and Wednesday reminders run, and your team accepts or rejects. No AI model touches your documents.
With the COI Analyzer on, it checks each one against your requirements and tells you accept or reject, with the reason. You make the call.
From its own email address it chases missing and expiring certificates, answers vendors, reads what comes back and files it. Human in the loop or Auto mode.
Made by builders and free. With a template you still read every certificate and chase every renewal yourself. Here, the AI does both.
The 11-point verification of a sub's additional-insured endorsement, form, edition, completed ops, primary noncontributory, waiver of subrogation.
12 project types and the unique endorsement set, limit floor, and carrier rating each requires.
17-line ACORD 25 review for commercial GCs and owner-side risk managers, CG 20 10, CG 20 37, CG 25 03 per-project aggregate, builder's risk verification, contractor's pollution liability, professional liability.
12 line-items every federal prime must verify on every sub's ACORD 25, with the federal-only endorsements.
The ones that come up on demos, and how we answer them.
We’ll show you the AI reading one on a sample project.