Advanced Insurance Compliance Verification

Verify endorsements and compliance language across any insurance document.

Automatically validate key requirements including endorsements and certificate holder language, without rigid OCR rules, or manual checkbox review.
‍
Reduce review time, catch misses earlier, and stay confident at scale.

Request access

What Advanced Requirements catch that others miss

Most compliance tools stop at extracted fields.
‍
Advanced Requirements verify whether required language exists anywhere in the document.

That includes:
• Endorsement attachments and deck pages
• Description-of-operations language
• Custom or non-standard documents
• Variations in wording or formatting

‍This is how teams catch issues earlier, without changing vendor behavior.
See how it works

How Advanced Requirements work

1. Define the requirement

Use standard system requirements or create custom ones based on contract or policy needs.

2. Receive documents as usual
COIs, endorsements, W-9s, deck pages, and custom files are all supported.

3. Automated verification runs in the background
The system checks whether the requirement is met anywhere in the document.

4. Human review stays in control

Results are reviewable and overrideable — no blind automation. This is assisted verification, not replacement judgment.

Learn more

Common insurance compliance use cases

Teams use Advanced Requirements to verify:

✔️ Additional Insured and Primary / Non-Contributory language

✔️ Completed operations wording

✔️ Certificate holder accuracy

✔️ Custom endorsement clauses

✔️ Entity name matching on W-9s

✔️ Employee or personal auto documentation

✔️ Employee or personal auto documentation

✔️ Industry-specific or contract-driven requirements
‍

If the requirement can be written, it can be verified.

Who Advanced Requirements are built for

This product is a strong fit for:
‍
• Teams reviewing high volumes of insurance documents
• Organizations with custom or nuanced compliance requirements
• Risk managers tired of checkbox-based verification
• TrustLayer Plus customers looking to scale review speed
• Enterprises onboarding vendors at volume

If your team still says “we have to manually double-check that”, this was built for you.

What this does not replace

Advanced Requirements do not eliminate human oversight.
‍
They do not:
Make risk acceptance decisions
Replace audits or expert review
Replace TrustLayer Plus services
‍
They remove manual busywork, reduce missed language, and surface exceptions faster — so teams can focus on decisions that matter.

Advanced Requirements FAQs

Q: What is insurance compliance verification?

Q: How is this different from OCR or extraction?

Q: Does this work on existing documents?

Q: Can we customize how requirements are evaluated?

Q: Does this replace TrustLayer Plus?

How to Catch Hidden Vendor Risks with a License Look-Up

TrustLayer License Look-Up goes beyond basic KYB checks to verify tax IDs, permits, licenses, and watchlists — so you can catch hidden risks before they cost you.

Read More

Products

SolutionsVendors and contractorsRisk Management for ConstructionBest COI tracker for Commercial LendingBest COI tracker for ConstructionBest COI tracker for EnterpriseBest COI tracker for EventsBest COI tracker for FranchisesBest COI tracker for HealthcareBest COI tracker for Real EstateBest COI tracker for Rental EquipmentBest COI tracker for RetailersBest COI tracker for Workers Comp

Comparison

TrustLayer vs Business Credentialing ServicesTrustLayer vs BunkerTrustLayer vs CertFocusTrustLayer vs CtraxTrustLayer vs DocutraxTrustLayer vs JonesTrustLayer vs myCOITrustLayer vs Origami RiskTrustLayer vs RiskonnectTrustLayer vs SmartComplianceTrustLayer vs VeriforceTrustLayer vs ZenGRC

Company

AboutPlansCareersOur BlogSwag StorePartnersBrokersDevelopers
© Copyright 2025. TrustLayer, Inc. – All rights reserved.
(415) 358-1199
sales@trustlayer.io
Terms of ServicePrivacy PolicySitemap

Want to crunch a COI in seconds?

Modern risk managers voted and this was one of their favorite features.
Use it Here for FreeA free clickable demo for you to try!