GATEKEEPER AI AGENTS
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.
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.
Follow-up focused.
Clear coverage findings and flagged exceptions show your team where vendor follow-up is required.
FAQ
Frequently asked questions.
What types of insurance coverage does it check?
The Agent checks the insurance coverage types you require, such as general liability, professional liability and cyber insurance. It then validates each certificate against your configured requirements, including:
- Required coverage types
- Minimum policy limits
- Effective and expiration dates
- Named insureds and insurers
What are the configuration options?
You can configure how the Agent applies your organisation’s insurance requirements and reports exceptions for review.
- Required coverage types
- Minimum limits
- Accepted insurers
- Expiration tracking
- Validation outputs
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.
How does Agent automation compare with a manual process?
Without Agent automation, teams manually review every insurance certificate against coverage requirements.
- Coverage details and limits require manual checking.
- Expiration dates can be missed at high volumes.
- Renewal periods can create review backlogs.
With Agent automation, insurance certificates are validated automatically when received.
- Coverage types, limits and dates are checked immediately.
- Expiration risks are identified in advance.
- Only certificates that do not meet requirements need human review.
Is there an audit trail?
Every Agent action is recorded in Gatekeeper with a timestamp, including the criteria applied, decision made, supporting evidence and reasoning where applicable.
This creates a searchable record of how each outcome was reached, supporting compliance verification, internal review and audit requirements.
How is my data kept secure and compliant?
Your data stays within Gatekeeper while the Agent performs its work. Actions, decisions and supporting evidence are logged, creating a clear audit trail.
The Agent operates within the permissions, playbooks and authority controls you configure.
Data handling follows Gatekeeper’s enterprise security standards, including SOC 2 Type II compliance and GDPR requirements.
one unified record
Every capability, unified.
One system 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.
