How Apex Builders Reduced Compliance Review Time by 80%

Apex Builders manages 15-20 active commercial projects simultaneously, each with 30-50 subcontractors. Their compliance team of three people was spending the majority of their time manually reviewing insurance certificates, tracking expiration dates in spreadsheets, and chasing down subcontractors for updated documents.

Critical compliance gaps were slipping through — during an internal audit, they discovered that 12% of their active subcontractors had expired insurance certificates on file. Two near-miss incidents on active jobsites highlighted the urgency of fixing their compliance workflow.

Apex Builders implemented our AI-powered compliance platform to automate their entire COI review process. The system extracts data from ACORD 25 forms in seconds, validates coverage against project-specific requirements, and automatically flags gaps and approaching expirations.

The subcontractor portal allows subs to upload documents directly, with real-time feedback on whether their certificates meet requirements. Automated email escalations ensure that expired documents are addressed before they become a liability.