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Insurance Certificate Compliance

CRE Insurance Certificate Compliance in Minutes

12 minutes with Para

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Get started with Para

Para is an AI colleague for legal teams. Send it this work by email, Teams or Slack, and it hands back the finished document.

12 minutes with Para

What you'll need

  • Executed Access Agreement
  • ACORD 25 Certificates of Insurance
  • Endorsement Copies

Plans from $20 a month, with usage included.

Workflow

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 detailed, requirement-by-requirement compliance determination with broker-ready corrective instructions for every identified gap.

Reviewing insurance certificates against access agreement requirements is one of the most tedious yet high-stakes tasks in commercial real estate operations. Each certificate must be cross-referenced line by line against contractual requirements for coverage types, limits, endorsements, carrier ratings, and named insured entities—a process that can take hours per vendor and is highly prone to human error.

CaseMark automates the entire compliance review workflow by extracting every testable requirement from your access agreement and systematically verifying each one against the submitted ACORD 25 certificates and endorsements. The result is a comprehensive compliance report with clear pass/fail determinations and broker-ready deficiency instructions that can be sent immediately, reducing review time from hours to minutes.

How to hand this to Para

  1. 1. Send Para the files

    Email them, drop them in a Teams or Slack message, or upload them.

  2. 2. Para runs the Insurance Certificate Compliance skill

    It works from your files and checks its citations against the record.

  3. 3. The finished document comes back

    Para returns it where you asked, usually as a DOCX, and offers the next step.

Example request · email, Teams or Slack
Para, run the Insurance Certificate Compliance skill for the Garcia matter. I've attached the Executed Access Agreement, ACORD 25 Certificates of Insurance and Endorsement Copies. Send the finished draft back here as a DOCX.

What Para does

  1. 1. Upload your executed access agreement, ACORD 25 certificates, and endorsement copies
  2. 2. AI extracts every testable insurance requirement and maps it against certificate data
  3. 3. Each coverage line, limit, endorsement, and carrier rating is verified for compliance
  4. 4. Receive a detailed compliance report with broker-ready deficiency instructions ready to export (DOCX, PDF)

What you get

  • Verification Matrix

  • Coverage Line Analysis

  • Limit Compliance Summary

  • Additional Insured & Endorsement Review

  • Primary/Non-Contributory & Waiver of Subrogation Status

  • Carrier Rating Assessment

  • Deficiency Report with Broker-Ready Corrective Instructions

  • Overall Compliance Determination

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 including CG 20 10, CG 20 37, and equivalents

  • AM Best carrier rating checks against contractual minimums

  • Broker-ready deficiency instructions with specific corrective actions for every gap

  • Primary/non-contributory and waiver of subrogation status confirmation across all coverage 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, workers' compensation, umbrella/excess, professional, pollution, cyber)

    .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 party's broker to include in deficiency correspondence

    .pdf, .docx, .csv

  • Project Description

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

    .pdf, .docx

Why teams use it

Eliminate hours of manual cross-referencing between access agreements and insurance certificates

Catch coverage gaps, limit shortfalls, and missing endorsements that human reviewers commonly overlook

Generate professional, broker-ready deficiency instructions that accelerate remediation timelines

Standardize compliance reviews across your entire vendor and tenant portfolio for consistent risk management

Questions

What documents do I need to run a compliance review?

You need the executed access agreement (including all exhibits and insurance schedules), ACORD 25 certificates for each coverage line, and copies of relevant endorsements such as Additional Insured, primary/non-contributory, and waiver of subrogation forms. CaseMark will flag any missing documents and can still produce a preliminary review if endorsements are unavailable.

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

Yes. CaseMark identifies the specific ISO endorsement forms referenced in your agreement and verifies whether the provided endorsements match—including checking for ongoing operations versus completed operations coverage. If an equivalent form is used, CaseMark flags it for manual confirmation.

What happens if endorsements are missing from the upload?

CaseMark will label the review as preliminary and mark all conclusions dependent on missing endorsements as conditional. The deficiency report will include specific instructions for your broker to obtain and provide the required endorsement copies.

Does CaseMark check carrier financial ratings?

Yes. CaseMark verifies the issuing carrier's AM Best rating against the minimum specified in your access agreement (typically A- VII or higher) and flags any carriers that fall below the contractual threshold.

How accurate is the compliance determination?

CaseMark performs a systematic, requirement-by-requirement analysis that catches gaps human reviewers commonly miss. However, because a COI is an informational snapshot that does not amend or alter coverage, CaseMark recommends confirming critical findings with endorsement copies and policy documents.

Can I send the deficiency report directly to my broker?

Absolutely. CaseMark generates broker-ready deficiency instructions with specific corrective actions for each gap, formatted for immediate distribution. You can export the report as DOCX or PDF and send it directly to your broker or vendor.

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