How It Works

The Complete Vendor Compliance Platform

AI-powered workflow that takes vendors from invite to full compliance in minutes, not weeks. Automated COI verification, real-time monitoring, and instant coverage through InsurePro.

End-to-End Workflow

From Vendor Invite to Full Compliance

1

Vendor Invited

Property management company invites vendors to the IDCore portal via email or link. Vendors receive a branded onboarding experience with clear instructions.

2

Profile Created

Vendor uploads W-9, Certificate of Insurance, business license, and company information through a simple, guided interface.

3

AI Reads COI

Our AI reads ACORD forms in seconds, extracting policy numbers, coverage limits, effective dates, named insureds, additional insureds, endorsements, and exclusions.

4

Coverage Compared

Extracted coverage is automatically matched against PMC requirements for General Liability, Workers’ Compensation, Auto Liability, and Excess/Umbrella policies.

5

Gaps Resolved

If a vendor is non-compliant, InsurePro offers an instant quote for the missing coverage. Vendors can secure a policy in minutes and become compliant without delays.

6

Ongoing Monitoring

30-day expiration alerts, automated renewal tracking, and continuous compliance monitoring ensure vendors stay covered year-round.

Intelligent Document Processing

AI That Reads COIs in Seconds

Our AI engine processes ACORD certificate forms with near-human accuracy, extracting every critical data point in seconds rather than the 15–30 minutes required for manual review.

Policy numbers and carrier information
Coverage limits (per occurrence and aggregate)
Effective and expiration dates
Named insureds and additional insureds
Endorsements and waivers of subrogation
Exclusions and coverage restrictions

90%

Automation Rate

Seconds

Not Hours

IDCore AI-powered COI verification showing automated insurance document analysis

Automatic Matching

Coverage Requirements, Automatically Verified

General Liability

$1M per occurrence / $2M aggregate

Additional insured endorsements, waiver of subrogation, primary and non-contributory status, exclusion review

Workers’ Compensation

Statutory limits required

Active coverage verification, employer liability limits, state compliance validation, experience modification rate

Auto Liability

$1M combined single limit

Coverage limits verification, hired and non-owned auto, vehicle schedule review, MCS-90 endorsement where required

Excess / Umbrella

Additional limits as required

Underlying coverage validation, follow-form verification, aggregate limits, drop-down provisions review

Command Center

Real-Time Compliance Visibility

See every vendor's compliance status at a glance. Track documents, monitor expirations, and review compliance history from a single dashboard.

IDCore real-time compliance dashboard showing vendor status overview
1

At-a-Glance Status

Instantly see compliant, pending, and non-compliant vendors with color-coded indicators.

2

Document Tracking

Every COI, W-9, and endorsement uploaded by vendors is organized and searchable.

3

Compliance History

Full audit trail per vendor showing status changes, document uploads, and coverage updates.

Vendor Management

Searchable Vendor Directory

IDCore searchable vendor directory showing compliance status and vendor details

InsurePro Integration

The Feature That Changes Everything

Most compliance platforms stop at identifying problems. IDCore solves them. When a vendor's coverage falls short, InsurePro closes the gap instantly, creating a true closed-loop compliance system.

Step 1

Gap Detected

AI identifies missing or insufficient coverage on the vendor’s COI during automated verification.

Step 2

InsurePro Quote

Vendor receives an instant insurance quote tailored precisely to the property manager’s requirements.

Step 3

Covered in Minutes

Vendor secures coverage and becomes fully compliant — no delays, no chasing, no back-and-forth.

The closed loop: Non-compliant vendor → InsurePro quote → Covered in minutes → Fully compliant

Document Hub

All Vendor Documents. One Place.

W-9 Collection

Automated W-9 collection and verification. Tax information organized and ready for year-end reporting.

COI Repository

Central repository for all Certificates of Insurance with version history and automatic renewal reminders.

Endorsement Tracking

Track additional insured endorsements, waivers of subrogation, and policy-specific requirements per vendor.

Audit-Ready Export

One-click export of all vendor compliance records. Always prepared for audits, inspections, or management reviews.

The Difference

IDCore vs. Traditional Compliance

CapabilityManual TrackingIDCore
COI Review Time15-30 minutes per certificateSeconds (AI-powered)
Expiration TrackingSpreadsheets, easy to missAutomated 30-day advance alerts
Non-Compliant VendorsWeeks of back-and-forth emailsInsurePro instant coverage
Audit ReadinessDays of scrambling to compile recordsOne-click export, always ready
Vendor DirectoryScattered files and contact listsSearchable database with compliance status
Coverage Gap ResolutionVendor responsibility, no supportInsurePro integrated solution

Ready to Automate Vendor Compliance?

See IDCore in action and discover how InsurePro closes the compliance loop. Schedule a personalized demo with our team.

Schedule a Demo