| Document workflow |
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| Documents and collection | Public copy: COIs, licenses, and W-9s for general contractors. | Tracks certificates and clears third-party partners through a guided workflow [1]. | COI tracking for business partners; vendor collaboration portal [2][3]. | Vendor uploads and AI extraction of insured name, policy types, dates, and limits [4][5]. | Automated COI collection [6]. | Tracks policy expirations and uses Hawk-I extraction [7][8]. |
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| Review approach | Not established in the supplied report. | Checks coverage, limits, endorsements, and dates; surfaces exceptions for a human decision [1]. | AI vision and data extraction for COI review [2]. | AI-assisted ACORD 25 extraction and requirement templates for comparison [4][5]. | Expert document review is offered [6]. | Full-service: credentialed professionals review every certificate. Self-service: Hawk-I verification with professional access when needed [7]; flags suspicious or fraudulent COIs [8]. |
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| Renewals and visibility |
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| Renewal reminders | Not established in the supplied report. | A live compliance view is described; reminder cadence is not established [1]. | Email expiration alerts and automated reminders [2][3]. | Expiration alerts at 30, 14, and 7 days [4]. | Automated renewal tracking [6]. | Automated renewal notices and quarterly requests to verify active coverage [7]. |
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| Compliance visibility | Not established in the supplied report. | Live view of which parties are compliant [1]. | Vendor collaboration portal, compliance dashboards, and risk scoring [2][3]. | Compliance dashboard and review history [4]. | Real-time compliance dashboards; requirements can be customized by trade [6]. | Not established in the supplied report. |
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| Named integrations | Not established in the supplied report. | Not established in the supplied report. | Not established in the supplied report. | Not established in the supplied report. | Procore, CMiC, Viewpoint Vista, and Sage [6]. | Not established in the supplied report. |
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| Pricing disclosed in the report |
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| Published or reported pricingPrices are reproduced as reported, with the stated unit and cadence where available. They are not independently verified as current. | Not established in the supplied report. | No public price stated. The report cites secondary estimates of about $75–$100 per vendor/year [9] and separate account-level estimates [10]. | Not established in the supplied report. | Base $39/month (up to 10 vendors); Growth $89/month (up to 50); Pro $199/month (unlimited); 7-day trial [4][5]. | Not established in the supplied report. | Full-service $13–$29 per vendor; self-service $6–$8 per vendor/year [7]. |
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