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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 produces a structured, requirement-by-requirement compliance determination with broker-ready deficiency instructions, transforming hours of manual cross-referencing into a streamlined AI-powered workflow.

Reviewing insurance certificates against access agreement requirements is a tedious, error-prone process that demands meticulous cross-referencing of coverage lines, limits, endorsement forms, additional insured entities, and carrier ratings. A single missed deficiency — an absent waiver of subrogation or an inadequate aggregate structure — can leave property owners exposed to significant uninsured liability.

CaseMark extracts every testable insurance requirement from your access agreement and systematically verifies each one against the submitted ACORD 25 certificates and endorsements. The result is a comprehensive compliance matrix with clear pass/fail determinations and broker-ready corrective instructions that can be sent immediately to cure any deficiencies.

How it works

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

  2. 2. AI extracts insurance requirements and builds a testable verification matrix

  3. 3. Each certificate 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 Testable Requirements

  • Coverage Line Compliance Analysis

  • Additional Insured & Endorsement Review

  • Limit Adequacy Assessment

  • Carrier Rating Verification

  • Deficiency Summary with Broker-Ready Corrective Instructions

What it handles

  • Requirement-by-requirement verification matrix built from access agreement terms

  • Coverage limit validation across CGL, auto, WC, umbrella, and specialty lines

  • Additional Insured entity matching with exact legal name verification

  • Endorsement form identification and compliance scoring (CG 20 10, CG 20 37)

  • Primary/non-contributory and waiver of subrogation status checks

  • Broker-ready deficiency instructions with specific corrective actions

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 ACORD 25 certificate(s) covering CGL, auto, WC, umbrella, and any specialty lines

    .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 insurance broker to include in deficiency correspondence

    .pdf, .docx, .txt

  • Project Description

    Scope of work, project dates, locations, and hazard level details for context-specific review

    .pdf, .docx

Why teams use it

Eliminate manual cross-referencing between insurance certificates and agreement terms

Catch coverage gaps, missing endorsements, and limit shortfalls before they become liability exposure

Generate professional, broker-ready deficiency letters with specific corrective actions

Standardize compliance reviews across your entire portfolio of vendors, contractors, and tenants

Questions

What documents do I need to run a compliance review?

You'll need the executed access agreement (with all exhibits and insurance schedules), ACORD 25 certificates of insurance, and any endorsement copies such as CG 20 10, CG 20 37, primary/non-contributory, and waiver of subrogation endorsements. CaseMark will flag missing endorsements and can proceed with a preliminary review if endorsements are unavailable.

Can CaseMark check carrier AM Best ratings?

Yes. CaseMark extracts the carrier rating requirements from your access agreement and verifies whether the listed carriers meet the specified AM Best minimum (typically A- VII). Any carriers falling below the threshold are flagged in the deficiency report.

What happens if endorsements are missing from the upload?

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

Does the tool handle multiple coverage lines?

Absolutely. CaseMark analyzes CGL, commercial auto, workers' compensation/employers' liability, umbrella/excess, professional liability, pollution, and cyber coverage lines — matching each against the specific requirements in your access agreement.

How are the deficiency instructions formatted?

CaseMark generates broker-ready corrective instructions that specify exactly what is missing or non-compliant, the agreement requirement it fails to meet, and the precise action the broker or insured must take to cure each deficiency. These can be exported and sent directly to the broker.

Can I use this for vendor insurance audits across multiple certificates?

Yes. CaseMark is designed to handle multi-certificate reviews, making it ideal for portfolio-level vendor insurance audits where you need to verify compliance across numerous contractors or tenants against standardized or project-specific requirements.

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