Every file needs a careful read
Limits, dates, and required wording may appear across several documents.
For compliance coordinators & reviewers
You own the decision. Checkmate handles the document work.
Turn scattered certificates, endorsements, W-9s, licenses, bonds, and safety records into one review queue with clear findings and next steps.
- See the requirement and supporting evidence together
- Send clear correction requests without rewriting insurance language
- Keep every finding advisory until your team approves it
Free to use · No credit card · Setup in under 5 minutes
Needs Attention
Current review queue
Summit Steel Works
Waiver wording not confirmed
Bluebird Coffee Co.
Renewal due in 24 days
Atlas Elevator Service
Ready for approval
Evidence attached to every finding
Open a finding to see the requirement, document language, and recorded decision together.
87%
faster document reviews
Compared with manual document-by-document review.
4×
faster COI management
Across collection, review, correction, and renewal work.
100%
human approval authority
Checkmate reports findings. Your team records the decision.
Checkmate customer benchmarks compared with manual review and follow-up workflows.
The work today
The responsibility is real. The process should be easier.
Compliance work lands on people who already manage projects, partners, and deadlines. Checkmate organizes the evidence so careful review does not require constant chasing.
Everyone needs an answer
Project teams, property teams, vendors, and tenants all ask what is holding up approval.
Renewals restart the work
A replacement document still needs to match the correct project or building rules.
With Checkmate
A review process built around evidence
Checkmate does the repetitive reading and organizing. Your team keeps authority over every recorded decision.
The right rules every time
Each submission is checked against the requirements for that project or building.
Wording with its source
See what Checkmate found in endorsements and what it could not confirm.
The whole compliance file
Review insurance with W-9s, licenses, bonds, EMR letters, and OSHA 300A summaries.
Clear requests for changes
Turn findings into specific next steps for the submitting company or its broker.
Approved evidence reuse
Reuse matching approved evidence instead of asking for the same document again.
One queue for attention
Work from missing documents, review-ready submissions, and expirations in priority order.
How it works
From incoming file to recorded decision
Keep requirements, documents, findings, communication, and decisions in the same workflow.
01
Set the rules
Choose a template, enter requirements, or extract them from a contract or lease.
02
Collect the file
Send a secure link for every required insurance and supporting document.
03
Review the findings
See what meets the rules, what needs changes, and the evidence behind each finding.
04
Approve and monitor
Record the decision, keep the review history, and follow the next renewal.
Give your review queue a clear next step
See how Checkmate turns one submission into findings your team can verify and act on.
Free to use · No credit card · Setup in under 5 minutes