Black Friday: 30% off connected AI system setups booked –. Care plans at standard rates.

Details

Example system

COI and License Tracker

Never get caught with an expired certificate. AI reads insurance certificates, licenses and permits, tracks every expiration date and asks subcontractors and vendors for renewals before they lapse.

How do you track certificates of insurance automatically?

Forward or upload each certificate of insurance (COI), license or permit. AI reads the holder, coverage types, limits and expiration dates into one tracker, then sends renewal requests on a schedule and alerts you when something is missing, expired or below the limits you require.

Part of a connected system

This example belongs to AI Ops Infrastructure (from $1,497). It is a possible component of a scoped build, not a standalone micro-service.

Never get caught with an expired certificate. AI reads insurance certificates, licenses and permits, tracks every expiration date and asks subcontractors and vendors for renewals before they lapse.

Watch it work: demo video coming soon

Demo video coming soon

A screen-recorded walkthrough of this example system will go here.

No video has been published yet.

Who it's for

General contractors, property managers, event venues and facilities teams.

What it connects to

A shared inbox or Drive folder, a Google Sheets status board, email templates.

What the workflow can look like

  1. Certificates, licenses and permits are forwarded to one inbox or uploaded to a folder.
  2. AI reads names, coverage types, limits, endorsements and expiration dates.
  3. Each document is checked against your requirements, such as minimum limits or additional insured wording.
  4. Renewal requests go out 30, 14 and 7 days before expiration, using templates you approve.
  5. A status sheet shows who is current, who is expiring and who is missing.

Illustrative scenario only. This is not a client case study, a live product demo or a promise of specific results.

What stays in your hands

  • You set the requirements and approve the request templates.
  • A person reviews any certificate the AI flags.
  • Whether a sub can work without a current certificate is your decision.

What we confirm in your AI Audit

  • Which subs, vendors and licenses you track today.
  • Your insurance requirements.
  • Who should get alerts.

Keep exploring

Government Bid Finder

AI checks public bid boards for contracts that match your services, summarizes requirements and deadlines, and drafts answers to standard questions.

Portal Runner

An AI agent that does repetitive work in websites and portals with no integration, like supplier, insurance and permit portals, and stops for your approval.

Also part of AI Ops Infrastructure.

Illustrative system designs, not standalone low-price packages or client results. Exact scope is agreed after the audit.

Questions before you start

Who uses COI tracking?

General contractors, property managers, event venues, facilities teams and any business that hires subcontractors or vendors.

Can it check coverage limits?

Yes. It compares limits and listed coverage against your requirements and flags gaps for a person to confirm.

Does it collect W-9s too?

It can. New subs and vendors can get one request for the W-9, the COI and any agreement you require.

Is this insurance or legal advice?

No. It tracks documents against requirements you set. Your insurance agent or lawyer advises on what to require.

Let’s map your system first

The $497 AI Audit maps your tools, priorities and approval points before a build is proposed. Credited toward a build booked within 30 days.