Managed compliance

Your compliance operation, handled.

Checkmate specialists review documents, work with vendors and agents to correct gaps, manage renewals and escalations, and keep every decision visible in the same platform. Enterprise extends that service into End-to-End Risk Management.

Request a sales call Compare service levels

One platform, three service levels

FreeAI-driven compliance platform

ServicedCheckmate runs compliance

EnterpriseEnd-to-End Risk Management

The software, evidence, and history stay the same. You choose how much operational ownership to hand off.

The managed service

A team that owns the follow-through.

Our specialists operate the complete Checkmate workflow on your behalf. Your team sets the rules, keeps visibility, and decides which exceptions require its authority.

Vendor and agent outreach

We follow up on missing documents, explain what needs to be corrected, and work with vendors and insurance agents to close the gaps.

Human review and decisions

Checkmate compliance specialists review documents and endorsements, resolve routine findings, and document every decision in the platform.

Renewals and escalations

We keep renewals moving before expiration and escalate exceptions according to the timing and authority your team defines.

A named service team

Guided onboarding, an agreed operating cadence, turnaround targets, and clear support give your team accountable ownership without losing visibility.

How it works

Hand off the operation without losing visibility.

We agree on the operating model, run the daily workflow, and keep every action and decision in Checkmate.

Set the rules

We confirm your requirements, contacts, review authority, and escalation rules.

We run the workflow

Our specialists work inside Checkmate to review submissions, follow up, resolve gaps, and keep renewals moving.

You stay in control

Your team sees current status, documented decisions, service activity, and the exceptions reserved for your authority.

Service levels

Choose how much we own.

Free is the complete AI-driven platform for teams keeping final review in-house. Serviced delegates document compliance to Checkmate. Enterprise adds End-to-End Risk Management.

Free · Best for most firms

$0 AI-driven automation

The complete compliance workflow for teams that want the busywork automated and final approval kept in-house.

Unlimited projects, buildings, vendors, tenants, and documents
AI extraction, requirement-by-requirement checks, and plain-language findings
Automated requests, missing-document follow-up, expiration, and renewal outreach
Focused Needs Attention queue with source evidence for final approval
Approved evidence reuse, history, exports, and weekly digest

Get started free

Serviced

Custom pricing

For teams that want Checkmate specialists to operate document compliance in the same transparent platform.

Everything in Free
Human review by Checkmate compliance specialists
Vendor and insurance-agent outreach with correction guidance
Renewal follow-up and customer-defined escalations
Named service team, guided onboarding, and agreed service levels

Price the serviced plan

Enterprise

End-to-end risk management

For organizations that want compliance connected to a complete, year-round End-to-End Risk Management program.

Everything in Serviced
Dedicated risk advisors and claims specialists
A tailored risk management plan and ongoing advisory
Policy analysis, comparison, and industry benchmarking
Insurance program strategy plus proactive claims management

Talk to the risk team

Serviced and Enterprise are custom-priced after a sales call based on volume, scope, authority, and service level. The Free package remains $0.

Serviced and Enterprise

Tell us what you want off your plate.

We’ll map the workflow, confirm the service level, and send a custom proposal after the call. Enterprise conversations also include the End-to-End Risk Management team.

Choose the Serviced or Enterprise operating model
Confirm portfolio size, document volume, and outreach scope
Set review authority and escalation rules
Agree on onboarding, operating cadence, turnaround targets, and support
For Enterprise, scope the End-to-End Risk Management program

Request a sales call

Share a few details and we’ll follow up by email to find a time.