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AI Automation & Consulting

Compliance automation for subcontractor onboarding

Whitedot CRM

The problem

Getting subcontractors onboarded compliantly means collecting and validating insurance paperwork on a deadline, then chasing anyone who falls behind. Done manually, it does not scale and it is easy for a bad certificate to slip through.

What was built

  • Automated certificate-of-insurance "chase engine" with day 0/3/7/9 escalation
  • 10-point ACORD-25 insurance-document validation checked against contract requirements

By the numbers

Day 0/3/7/9

Escalation schedule

10-point ACORD-25

Validation checkpoints

Document validation pipeline Automated escalation engine

Let's talk

Tell me about your business.

Fifteen minutes, no pitch deck. Tell me what's broken and I'll tell you honestly whether I can fix it.