Insurance Certificate Tracking
COI collection, verification, and expiry alerts
Why this agent exists
Managing certificates of insurance from dozens of subcontractors puts owners and GCs at significant liability risk when coverage lapses undetected.
What the agent does
A single AI agent that handles the entire workflow (from data ingestion to action) without manual intervention.
Automated COI request and collection
AI-powered certificate data extraction
Coverage requirement verification
Expiration monitoring and renewal requests
End-to-end workflow
The agent runs autonomously from trigger to outcome, keeping your team informed at every step.
COI Request
Auto-request COIs from all subs before work begins
Data Extraction
AI extracts coverage data from submitted certificates
Compliance Check
Verify coverage meets contract requirements
Expiry Monitoring
Monitor all certificates for upcoming expirations
Renewal Enforcement
Require renewal COIs before expiration or halt payment
Proven ROI
Real outcomes from construction firms deploying this agent across their projects.
Works with your existing tools
No rip-and-replace. This agent integrates natively with the construction tech you already rely on.
See Insurance Certificate Tracking in action
Book a 30-minute demo and we'll show you exactly how this agent integrates with your systems and delivers ROI from day one.