Agent StoreLegalSubcontractor Onboarding & Compliance
Live

Subcontractor Insurance Compliance Agent

LegalSubcontractor Onboarding & Compliance

Verifies subcontractor insurance certificates and licensing during onboarding, blocking site mobilization until construction compliance requirements are met.

4
Process steps
6
Integrations
3
Data inputs

General contractors are exposed to significant liability when a subcontractor's insurance certificate lapses or fails to meet contract-required coverage limits, yet tracking dozens of certificates of insurance across a rotating pool of trades is a manual process prone to expired documents slipping through unnoticed

A subcontractor mobilizing on site without valid workers' compensation or general liability coverage can void an owner's insurance program and create massive exposure in the event of an incident

This agent verifies every subcontractor's certificate of insurance against contract-required coverage minimums, licensing status, and additional insured requirements before granting site access approval

It continuously monitors expiration dates and automatically requests renewals well before coverage lapses

The agent extracts coverage types, limits, expiration dates, and additional insured language from submitted certificates of insurance and licensing documents, comparing them against the contract-required minimums for each trade. It cross-references subcontractor licensing status with state licensing board databases where available, and flags any gap between required and actual coverage before mobilization approval is granted. The agent maintains a continuous expiration monitoring cycle, automatically emailing renewal requests to subcontractors 30, 15, and 5 days before a certificate lapses, and blocks site access status if a required document is not renewed in time.

1

Document Intake & Extraction

  • Collect certificates of insurance and license documents
  • Extract coverage types, limits, and expiration dates
  • Extract additional insured and waiver of subrogation language
Outcome: Every subcontractor's compliance documents are captured and structured for verification.
2

Requirement Verification

  • Compare coverage limits against contract-required minimums
  • Verify active state licensing status per trade
  • Confirm additional insured endorsements name the correct parties
Outcome: Subcontractors are cleared or flagged against exact contract compliance requirements.
3

Mobilization Gating

  • Grant or withhold site mobilization approval based on compliance status
  • Notify site superintendent of any subcontractor holds
  • Log compliance status to the project's insurance tracking record
Outcome: No subcontractor mobilizes on site without verified, compliant coverage.
4

Ongoing Expiration Monitoring

  • Track all active certificate and license expiration dates
  • Send automated renewal requests at 30/15/5-day intervals
  • Escalate and suspend site access for unrenewed documents
Outcome: Coverage gaps are closed proactively instead of discovered after a lapse.
Procore
myCOI
Sage 300 Construction
State contractor licensing board APIs
DocuSign
Microsoft Outlook