Insurance compliance solutions

One workflow for every compliance document.

Start with the job your team needs to solve. Every path uses the same requirements, collection, review, monitoring, and evidence history.

COI tracking software

Checkmate brings certificate requests, document review, decisions, and renewals into one record for every subcontractor, vendor, and tenant.

Checkmate reads the submitted packet against your rules and shows the evidence behind every finding before a person decides.

Give operations and risk teams one current record for requirements, submitted documents, findings, decisions, and expirations.

Keep project insurance rules, subcontractor documents, review decisions, and renewals in the same workflow.

Connect each lease requirement with the submitted evidence and give property teams a current portfolio view.

Automate the reminder work while keeping every replacement certificate subject to the same careful review.

Connect each endorsement requirement with the page that supports—or fails to support—the finding.

Use the same collection, review, monitoring, and evidence-reuse workflow for insurance, tax, licensing, bond, and safety documents.

Import projects and vendors, manage the document workflow in Checkmate, and return insurance status to the project record.

Start with every AI-driven collection, review, monitoring, and evidence-management feature. Add operated service only if your team wants it.