COIVerify reads the subcontract's insurance requirements, the ACORD 25 and every endorsement, and checks each requirement. You see exactly where it found each answer, confirm the verdict, and send the drafted follow-up. The whole review is on record.
The contract asks for additional insured, waiver of subrogation, primary and non-contributory, and specific limits. The CSR reads the certificate and every endorsement line by line against the exhibit.
COIVerify marks each requirement met, gap, or to confirm, with the spot outlined on the certificate or endorsement and the contract clause highlighted.
The CSR confirms the verdict.A gap turns up. The CSR writes to the subcontractor about what's missing, one item at a time, and tracks the replies.
A gap email with a fix list is drafted for the subcontractor or the client.
The CSR reviews it and sends it.Certificates live in inboxes and folders. Nobody sees an expiration coming until a project needs proof of coverage.
The expirations register lists every certificate by subcontractor and project, with upcoming and lapsed expirations.
Upload the insurance exhibit from the subcontract. COIVerify turns it into a list of requirements, each with the contract's own words. Requirements are versioned per account and per project.
COI review →The ACORD 25 is read from the form's layout; endorsements are read for form, edition, schedule and policy number. Anything unreadable is marked “to confirm”, never guessed.
COI review →Each finding comes with a cut-out of the certificate or endorsement page, the spot outlined, and the contract clause highlighted. COIVerify recommends a verdict; your CSR confirms it.
COI review →Accept blanket additional insured wording when a signed subcontract is on file? Decide once for the client, and later reviews follow your ruling, labelled as yours.
COI review →A gap email with a fix list for the subcontractor or client, a client note, and an approval email, drafted for your CSR to review and send.
COI review →An evidence pack (PDF or JSON) records the documents received, the requirements version, the rulings in force, every check and every decision with who made it. The register tracks upcoming and lapsed expirations.
COI review →COIVerify does the line-by-line read and shows where it found each answer. Your CSRs make the call, and the review is on record.
COI review is a natural first workflow for teams that review subcontractor certificates for contractor clients. Bring a subcontract and a certificate, and we'll show you the review.
Most pilots start within a week, and the first 30 days are free.