Missing certificates
Important insurance information is scattered across inboxes and folders.
Subcontractor insurance readiness
Know who's insurance-ready before work begins.
Keep subcontractor insurance records organized, compare recorded coverage against your requirements, and identify missing, expired, or unapproved evidence before it becomes an operational surprise.
Built for contractor workflows. Currently available for controlled demonstrations and pilot discussions.
Interface concept · synthetic data
HelixCOI Demo Validation
Work readiness
1
Ready1
Blocked1
Needs Review- Ready
Demo Electric Co.
Electrical · All configured checks passed
- Blocked
Sample Mechanical LLC
HVAC · Auto liability below required limit
- Needs Review
Example Roofing
Roofing · COI recorded, awaiting reviewer
- Expiring Soon
Test Plumbing Inc.
Plumbing · GL policy ends in 12 days
Status reflects configured checks on recorded information — not insurer verification.
The contractor problem
Insurance tracking shouldn't depend on spreadsheets and follow-up emails.
Expiring coverage
Renewal dates can be overlooked without a consistent tracking process.
Inconsistent requirements
Different coverage limits and document expectations are difficult to apply manually.
Unclear work readiness
Operations teams need to know which subcontractors require attention.
How HelixCOI works
From scattered certificates to a clear readiness view.
- 1
Register subcontractors
Record the vendor's company name, trade, contact details, and workers.
- 2
Record insurance information
Enter certificate metadata, policy dates, insurance type, and coverage limits.
- 3
Review against requirements
An authorized reviewer approves or rejects the recorded evidence. The system evaluates it against configured insurance requirements.
- 4
See readiness
Ready, Blocked, Expiring Soon, or Needs Review — with explanations of the underlying checks.
ReadyBlockedExpiring SoonNeeds Review
Product features
Available in the current prototype.
Demonstrated in current prototype
Vendor and worker directory
One place for subcontractor companies, trades, contacts, and workers.
Insurance document metadata
Record certificate details, carriers, policy numbers, and dates.
Coverage limit tracking
Capture limits per insurance type for side-by-side comparison.
Configurable requirements
Define the coverage types and minimum limits your work requires.
Authorized document review
Designated reviewers approve or reject recorded evidence.
Rules-based readiness dashboard
See which vendors are Ready, Blocked, or need attention — and why.
In-app exceptions & expirations
Surface missing, expiring, and expired records inside the app.
Recorded audit events
Key actions are stored as audit events for later reference.
Authentication & role-based access
Users sign in and see what their role permits.
Readiness reflects configured checks on recorded information. It is not independent insurer verification and does not authorize dispatching a worker.
Expiration reminders · Product roadmap
A more proactive renewal process
30 days before expiration
Planned first email reminder
15 days before expiration
Planned follow-up reminder
Expiration date
Planned expired-coverage notification
Replacement recorded & approved
Readiness re-evaluated
Expiration-date tracking and in-app visibility are available in the prototype. Scheduled outbound email and SMS reminders are planned enhancements and are not yet active.
Planned reminder emailConceptual illustration · synthetic data
- From
- HelixCOI
- To
- insurance@demo-vendor.example
- Subject
- General liability coverage expires in 30 days
Hello Demo Vendor team,
Our records show the General Liability policy on file for Demo Vendor LLC ends on [expiration date].
Please send an updated certificate of insurance so your readiness status stays current.
Send updated certificateProduct views
See the workflow in action
Shown with synthetic records only, such as “HelixCOI Demo Validation.” Sensitive information is never displayed.
Dashboard
A summary of readiness across subcontractors, with exceptions surfaced first.
Companies & Workers
Vendor records with trade, contacts, and associated workers.
Documents & Coverage
Certificate metadata, policy dates, and coverage limits per insurance type.
Work Readiness
Each status explained by the underlying requirement checks.
Product maturity & roadmap
Clear about what exists today — and what's next.
No delivery dates are promised for planned items.
Demonstrated today
- Vendor creation
- Document metadata creation
- Coverage entry
- Document review
- Requirements-based readiness evaluation
- In-app status and audit-event storage
Planned or being strengthened
- Actual PDF file upload and secure storage
- OCR-assisted document extraction with human review
- Scheduled 30-day and 15-day email reminders
- SMS notifications
- Vendor self-service upload links
- Expanded audit attribution and operational security
- Project-specific work authorization and dispatch checks
Intended workflow benefits
Spend less time chasing records. Spend more time making informed decisions.
These describe what HelixCOI is designed to support — not quantified or independently proven outcomes.
- Centralize insurance information.
- Make coverage requirements more consistent.
- Surface missing or expiring records.
- Give teams a shared readiness view.
- Support documented review decisions.
Demo & pilot invitation
Help shape a simpler way to manage subcontractor insurance.
We're inviting a small number of commercial contractors to review HelixCOI, share their existing challenges, and explore whether a pilot would be useful.
Please don't send certificates, policies, or other sensitive documents through this form. Prefer email? contact@aghelix.com
FAQs