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Insurance Certificate Compliance

CRE Insurance Certificate Compliance in Minutes

12 minutes with CaseMark

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Insurance Certificate Compliance

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Workflow

Insurance Certificate Compliance

Overview

CaseMark's Insurance Certificate Compliance skill automates the painstaking process of reviewing ACORD 25 certificates and endorsements against commercial real estate access agreement requirements. It builds a complete verification matrix from your agreement's insurance clause, tests every certificate element against each requirement, and produces a detailed compliance report with broker-ready deficiency instructions.

Reviewing insurance certificates against access agreement requirements is a tedious, detail-intensive process that demands cross-referencing dozens of coverage lines, limits, endorsement forms, and entity names. A single missed gap — an incorrect Additional Insured form, an inadequate aggregate structure, or a below-threshold carrier rating — can leave property owners and managers exposed to significant uninsured risk.

CaseMark transforms your access agreement's insurance clause into a structured verification matrix and systematically tests every element of each ACORD 25 certificate and endorsement against it. The result is a comprehensive compliance determination with specific, broker-ready corrective instructions for every identified deficiency — delivered in minutes instead of hours.

How it works

  1. 1. Upload your executed access agreement, ACORD 25 certificates, and endorsement copies

  2. 2. AI extracts every testable insurance requirement and builds a verification matrix

  3. 3. Each certificate and endorsement is analyzed requirement-by-requirement against agreement terms

  4. 4. Review the compliance report and export broker-ready deficiency instructions (DOCX, PDF)

What you get

  • Verification Matrix with Extracted Requirements

  • Coverage Line Compliance Determinations

  • Additional Insured & Endorsement Analysis

  • Limits Adequacy Assessment

  • Carrier Rating Verification

  • Deficiency Summary with Broker-Ready Corrective Instructions

What it handles

  • Requirement-by-requirement verification matrix mapping agreement terms to certificate data

  • Additional Insured entity matching with exact legal name and suffix validation

  • Endorsement form verification for CG 20 10, CG 20 37, and equivalents

  • AM Best carrier rating checks against contractual minimums

  • Broker-ready deficiency instructions with specific corrective actions

  • Limits analysis across CGL, auto, WC, umbrella, and specialty lines

Required documents

  • Executed Access Agreement

    The fully executed access agreement including all exhibits, insurance schedules, and riders specifying insurance requirements

    .pdf, .docx

  • ACORD 25 Certificates of Insurance

    Current certificates of insurance for all required coverage lines (CGL, auto, WC, umbrella, specialty)

    .pdf

  • Endorsement Copies

    Copies of required endorsements including Additional Insured (CG 20 10, CG 20 37), primary/non-contributory, and waiver of subrogation

    .pdf

Supporting documents

  • Broker Contact Details

    Contact information for the insured's broker to include in deficiency correspondence

    .pdf, .docx, .csv

  • Project Description

    Scope of work, project dates, locations, and hazard level for context-specific compliance analysis

    .pdf, .docx

Why teams use it

Eliminate hours of manual cross-referencing between agreements and certificates with automated requirement extraction

Catch commonly missed gaps in Additional Insured scope, primary/non-contributory status, and waiver of subrogation endorsements

Generate professional, broker-ready deficiency letters that specify exactly what corrective action is needed

Maintain consistent compliance standards across your entire vendor and contractor portfolio

Questions

What types of insurance certificates does this skill analyze?

CaseMark analyzes ACORD 25 certificates along with separate forms for auto, workers' compensation, umbrella/excess, professional liability, pollution, and cyber coverage. It cross-references each certificate against your specific access agreement requirements.

Can it verify Additional Insured endorsements like CG 20 10 and CG 20 37?

Yes. CaseMark identifies whether the required AI endorsement forms are present, checks for ongoing vs. completed operations scope, and validates that all named entities match the exact legal names and suffixes specified in the agreement.

What happens if endorsement copies are missing from the upload?

CaseMark will flag the missing endorsements and prompt you to obtain them. If you choose to proceed without them, the review is clearly labeled as preliminary with all related conclusions marked as conditional pending endorsement verification.

Does it check carrier financial ratings?

Yes. CaseMark verifies each carrier's AM Best rating against the contractual minimum (typically A- VII or higher) and flags any carriers that fall below the required threshold in the deficiency report.

How are the deficiency instructions formatted for brokers?

CaseMark generates specific, actionable corrective instructions for each identified gap — including the exact coverage, limit, endorsement, or documentation needed — so you can send them directly to the broker or vendor without additional editing.

Can this handle multiple vendors or certificates at once?

CaseMark processes each certificate and its associated endorsements against the same agreement requirements, making it efficient for portfolio-level vendor insurance audits across multiple parties and coverage lines.

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