Flagship Product
COI Autopilot — The Zero-Lapse System
In 30 days we pull your COI tracking out of spreadsheets and onto an automated system you own — branded to your firm, no monthly SaaS bill, no vendor lock-in.
What You Get in 30 Days
A complete COI system, built and handed off.
- Branded vendor intake form
- Automated expiry extraction pipeline
- 3-stage reminder email sequences
- Live compliance dashboard
- PM alerts for non-compliant vendors
- Team training and walkthrough
- 30 days of post-launch support
- Source files, SOP, full handoff
One-Time Setup Fee
- Live in 30 days
- Up to 200 vendors
- No retainer, no monthly fee
- You own the system forever
30-minute call. No commitment.
See It In Action
Four views from the live system — branded to your firm on day 30.
Compliance Dashboard
Every vendor. Every project. One view.
Live KPIs, expiring policies, and real-time activity — no more spreadsheets, no more Monday-morning scrambles.
Executive Report
One-click PDF, ready for your insurer.
Letterhead-style compliance report with executive summary, critical action items, and full roster — forwardable to owners, insurers, and bonding agents.
Branded Vendor Intake
Your subs submit COIs in 60 seconds.
Branded to your firm. Auto-extracts policy dates, limits, and additional-insured status from any certificate your vendors upload.
Vendor Roster
Search, filter, drill into any vendor.
Coverage pills, expiration dates, and project assignments at a glance. Click any row for full policy history and reminder timeline.
Plus 5 Bonuses When You Act This Month
Each bonus kills a specific objection — and costs nothing extra.
Compliance Gap Audit
Delivered in 72 hours. We pull your current vendor list and flag every expired or missing COI before Week 1 ends.
Vendor Outreach Swipe File
Battle-tested email templates for requesting COIs, following up, and handling pushback from difficult vendors.
AEC Compliance Playbook
One-page reference on what every AEC firm should be collecting beyond COIs: W-9s, endorsements, additional-insured certs, waivers.
Lifetime Broken-Automation Clause
If an upstream tool (Gmail, Forms, etc.) ever changes and breaks the build, we fix it free. Forever. Nobody else offers this.
Executive Compliance Report
Monthly one-click PDF showing compliance rate, upcoming expiries, and trend. Forwardable to owners, insurers, bonding agents.
Three Guarantees Protect You
No fine print. No clawbacks. No conditional language.
Live in 30 Days
If the system isn't live, running, and your team trained by day 30, you owe us nothing. No prorating.
90-Day Zero-Lapse Promise
If any vendor COI expires in the first 90 days without the system catching it 30 days in advance, full refund.
Day-30 No-Brainer
If it doesn't feel like a no-brainer on day 30, we refund 100% plus $500 for your time in discovery.
Most firms pay $5K–$30K/year for SaaS that still needs babysitting.
You'll pay a fraction of that, once, and own the system forever. Book a 30-minute scoping call — if COI Autopilot isn't the right fit, I'll tell you straight.