AI COI compliance for SMBs

Collecting COIs isn't the same as being covered.

Disclaimr AI requests certificates from your vendors, checks them against what your contracts actually require, and confirms with the insurer that the coverage is real and active. So a lapsed, fake, or not-quite-right policy never becomes your claim.

Join the waitlist

Founding pricing for early members. No spam, just the launch.

Built for 5–100 vendors. No 200-certificate minimum. No enterprise pricing.

Certificate of Liability Insurance
Brightline Mechanical LLC
ACORD 25
GENERAL LIABILITY · EACH OCC$2,000,000
ADDL INSURED · WAIVER OF SUBROYES / YES
CARRIER · A.M. BESTA+ (XV)
POLICY STATUSACTIVE · CONFIRMED
Requested & received from vendor
Matched to contract requirements
Confirmed active with carrier

The gap nobody mentions

A COI is just a PDF a vendor sent you.

It says they had insurance on the day they printed it. That's all it says. It doesn't tell you the limits match your contract. It doesn't tell you the policy got cancelled three weeks later. And it won't tell you the endorsement you required isn't actually on there.

Most "tracking" tools just file those PDFs neatly and ping you at renewal. That's not protection — it's organized exposure. A folder full of stale certificates won't help you when a claim lands on your desk.

Looks fine. Isn't.
Same certificate, read closely
Flagged
GL AGGREGATE$1,000,000
Your contract requires $2,000,000
POLICY STATUSCANCELLED 03/14
Cancelled mid-term — cert still shows active
NAMED INSUREDBrite Line Mech. Inc
Doesn't match contract entity — may void coverage
WAIVER OF SUBROGATIONNOT FOUND
Required endorsement is missing

How Disclaimr AI works

Four steps from "we think they're covered" to knowing they are.

01

Just forward the email

Your vendor doesn't need an account, a login, or a portal to fight with. They email the certificate the way they already do — straight to their contact at your company, or to Disclaimr AI directly.

CC Disclaimr AI on the thread (or forward it), attach the COI as a PDF, image, or even a phone photo. Disclaimr AI reads it with OCR, pulls out every field — carrier, limits, endorsements, dates, named insured — and files it in your tracker. Disclaimr AI chases the slow vendors for you, so you're not the one sending the fourth follow-up.

forward to: coi@disclaimr.ai · attach the cert · done.
02

Validate against your actual contract

This is the part everyone else skips. Disclaimr AI reads the insurance language in your contract and checks each certificate against it — limits, additional-insured, waivers, endorsement forms, the entity name. Not a generic template. Your deal's specific requirements.

GL aggregate is $1M — your contract requires $2M.
03

Confirm the coverage is real

A certificate can be forged, expired, or cancelled and still look perfect. Disclaimr AI verifies straight from the source — the carrier or agent who wrote the policy — and keeps watching for mid-term cancellations after the cert is issued. It checks the carrier's financial rating too, so you're not leaning on a policy from a company that can't pay.

04

Stay ahead of every renewal

Automatic reminders at 90, 60, 30, and 14 days out — to the vendor and their agent. Plus a time-stamped history you can pull for any date. When an auditor or a lawyer asks "were they covered on March 4th?", the answer's in the search box.

What you get

Less chasing. No nasty surprises.

Get your week back

Stop hand-collecting PDFs and squinting at coverage tables. Disclaimr AI does the collecting and the checking, so your team does the work that actually matters.

Sleep through claim season

When something goes wrong on a job or a property, you'll know the responsible party is genuinely insured — not just that they once handed you a piece of paper.

Audit-ready in minutes

Pulling 50 certificates for a legal request used to eat a week. Now it's a search and an export. Every status, every date, on the record.

Priced like the SMB you are

No 200-certificate floor. No mid-five-figure enterprise contract. Flat, simple pricing that makes sense at 30 vendors — not 3,000.

Who it's for

If you require insurance from the people you work with, this is for you.

Construction

GCs & specialty trades

You've crossed 25, 50, maybe 100 active subs, and the spreadsheet that used to work is now a liability. One uninsured sub can stall a job or leave you holding a claim that was never yours.

Real estate

Property managers

Cleaners, landscapers, plumbers, roofers — everyone touching your buildings needs coverage. "We think they're covered" isn't good enough when a tenant gets hurt.

Everyone else

Growing vendor networks

Any business past the point where one person can track certificates by hand. If you've got a drawer of COIs and a nagging feeling some are stale, that's the feeling Disclaimr AI removes.

Not for you — yet

Giant enterprises with a dedicated risk department and a six-figure compliance budget. The big platforms already fight over you. We built Disclaimr AI for everyone they priced out.

Questions

The things people ask first.

How is this different from just collecting and storing COIs?
Storing is the easy 20%. The part that actually protects you is checking each certificate against your specific contract and confirming the coverage is genuinely in force. Disclaimr AI does both. Most tools stop at "we saved your PDF and we'll remind you at renewal."
Do my vendors have to create an account?
No. They get a link, they upload, they're done. The simpler it is on their end, the faster you get compliant certificates back — friction on their side is your problem too.
What if a vendor just emails me the certificate?
Then you don't have to do anything with it. CC Disclaimr AI on the email and attach the COI — it gets read, checked against the contract, and added to your tracker automatically. No re-uploading, no forwarding it into a separate system.
What does "validate against my contract" actually mean?
You give Disclaimr AI the contract or your standard requirements. It pulls out what you require — limits, coverage types, additional-insured, waivers, endorsement language — and checks every COI against that, not a generic checklist. So you catch the gaps that matter to your deal specifically.
How do you confirm the coverage is real?
Disclaimr AI verifies through the carrier or agent rather than taking the vendor's word for it, and keeps watching for mid-term cancellations after the certificate is issued. Where direct carrier confirmation isn't available, it routes the request to the agent who wrote the policy — the source, not the party being checked.
Do I get charged per certificate?
No. Per-document pricing punishes you for being thorough, and we hate it too. Disclaimr AI is flat pricing by vendor band, with a free tier to start.
Will my vendors get charged to upload?
Never. Charging subs to prove they're insured shrinks your bidder pool and sours the relationship. Vendors use Disclaimr AI for free, always.
Does Disclaimr AI sell or issue insurance?
No. Disclaimr AI is a verification and compliance tool — we read, check, and confirm coverage. We don't broker, bind, or underwrite anything. Your existing agents and carriers stay right where they are.
When can I use it?
We're onboarding early users now. Join the waitlist and we'll reach out as spots open. Early members get first access and founding pricing.

One bad certificate shouldn't cost you the job.

Get on the list. Be one of the first to put COI chaos on autopilot — and actually know your vendors are covered.

Founding members get first access and founding pricing.

Join the waitlist

Founding pricing for early members. No spam, just the launch.