Coverage can look complete when it is not
Certificate summaries may not prove required policy wording or endorsements.
For risk, finance & executive leaders
Turn third-party compliance into a visible control.
Know where coverage is missing, how each finding was supported, and which projects or buildings need attention before a lapse becomes an incident.
- Portfolio-wide status with a clear Needs Attention queue
- Documented findings, human decisions, and review history
- Requirements tied to the contract, lease, project, or building
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 reviews
Less manual reading without removing human approval.
50%
fewer document delays
Clear requests and automatic follow-up keep evidence moving.
100%
review provenance
Requirements, evidence, findings, and decisions remain connected.
Checkmate customer benchmarks compared with manual review and follow-up workflows.
The work today
A green spreadsheet cell is not proof of risk transfer.
Leaders need more than a current expiration date. They need to know which rules were checked, which documents support the answer, and who approved the decision.
Exposure hides across the portfolio
Different projects, buildings, and agreements create different requirements and renewal dates.
Audit questions arrive later
Teams need the document, finding, decision, and timeline that supported the original call.
With Checkmate
A control leaders can inspect
Connect portfolio status to the underlying requirements, documents, findings, and recorded human decisions.
Portfolio risk view
See missing, expiring, and change-needed items across every project or building.
Explainable findings
Trace each gap to a requirement and the document evidence Checkmate reviewed.
Human authority
AI findings remain advisory until a reviewer approves or asks for changes.
Agreement-based requirements
Create checklists from contract or lease exhibits instead of relying on one universal standard.
Audit-ready history
Keep versions, findings, communication, and decisions with the relationship.
Procore status writeback
Bring project and vendor records in, then return insurance status to Project Vendor Insurance.
How it works
From agreement language to portfolio oversight
Build the control from the requirements up, then keep its evidence current.
01
Define the control
Turn contract, lease, project, or building requirements into a reusable checklist.
02
Collect the evidence
Request insurance and supporting documents directly from each third party.
03
Review exceptions
See the requirement, evidence, and explanation before recording a decision.
04
Monitor the portfolio
Track renewals, changing status, and the work that needs attention.
Make the control visible from status to source
See how Checkmate connects portfolio status to the evidence behind each review.
Free to use · No credit card · Setup in under 5 minutes