What it does
Checks a vendor or subcontractor certificate of insurance (ACORD 25 style) against your requirements. It reads the insurer, policy numbers, coverage types, limits, effective and expiry dates, and whether your company is named as additional insured. Then it compares each one with the minimums you enter when you run it: general liability per occurrence and aggregate, auto, umbrella, and workers compensation. Certificates that pass come back with a clean summary. Anything short, expired, expiring within 30 days, or missing additional insured status goes to your review queue with the reason. You bring: the certificate, your minimums, and a reviewer for exceptions.
What you need
- Your own documents to run it on
- Someone on your team to approve results in the review queue
- About 6 DocuBots credits for each run. New accounts start with 100 free.
After you buy
It installs as a hosted app in your organization. You upload documents, watch the run, and download results from the same place. Your documents, runs, and results stay in your organization. The creator does not see them.
You can also call it from your own systems. Create an API key in DocuBots, send documents from your portal, ERP, or case system, and get the results and files back as JSON. See how the API works.
You run it, but you cannot open or copy the workflow behind it. The creator keeps that private and keeps it working.