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Insurance Certificate Review Agent.

Someone has to open each insurance certificate, extract coverage details, check limits against your requirements, verify dates, and confirm nothing has expired. This work spikes during renewal periods and creates backlogs.

The Insurance Certificate Review Agent validates coverage as certificates are received, so your team reviews only the exceptions.

 

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Insurance Certificate Review Agent in action.

See how the agent validates coverage as certificates are received, so your team reviews only the exceptions.

HOW IT WORKS

How the Due Diligence Agent works.

Insurance certificate.

A vendor submits their insurance certificate through Gatekeeper's workflow or vendor portal.

 

 

Coverage review.

The agent reviews the coverage types (general liability, professional indemnity, cyber liability, and any others you require) and confirms they are in place.

 

 

Policy limits.

Policy limits are checked against your configured thresholds for each coverage type.

 

 

 

Date validation.

Effective dates and expiry dates are validated. The system flags expired or soon-to-expire certificates immediately.

 

Team review.

Certificates that meet all requirements pass through. Gaps, insufficient limits, or expired policies are surfaced for your team's review.

 

FAQ

Frequently asked questions.

What types of insurance coverage does it check?

You configure the required coverage types. Common ones include general liability, professional indemnity, cyber liability, workers' compensation, and product liability, but you can set any coverage your organisation requires. 

 

Can we set different requirements for different vendor types?

Yes. You configure coverage requirements by vendor category, contract value, or risk tier, so higher-risk vendors face more stringent insurance requirements.

 

How does it handle expiring certificates?

The agent flags certificates that have already expired and those approaching expiry within a window you define. This gives your team time to request updated certificates before a gap occurs.

Is there an audit trail?

Every validation decision is logged with the criteria applied and the results. Certificate documents are stored in accordance with your retention policies. 

 

one unified record

Every capability, connected.

One single source of truth.

Customer and vendor contracts, obligations, and renewals in one record.

See spend against contract.

Contract value sits next to what is actually being spent.

No single point of failure.

Contract knowledge lives in the platform, so nothing is lost when someone changes role or leaves.

Draft from approved templates.

Every agreement starts from language Legal already trusts.

Keep control of the clause library.

Guard-railed templates keep off-policy wording from going out.

Nothing renews unnoticed

Every renewal date tracked, with owners and reminders set automatically.

Expert insight & opinion

Related AI agents.

Gatekeeper's agents work as a single, connected team, handing off to one another across the lifecycle rather than running in isolation like bolted-on point tools.

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Top Rated Solution for Vendor and Contract Lifecycle Management

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Before Gatekeeper, our contracts
were everywhere and nowhere.

Anastasiia Sergeeva, Legal Operations Manager, BlaBlaCar

Gatekeeper is that friendly tap on the shoulder,
to remind me what needs our attention.

Donna Roccoforte, Paralegal, Hakkasan Group

Great System. Vetted over 25 other systems
and Gatekeeper rose to the top.

Randall S. Wood, Associate Corporate Counsel, Cricut

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