Manual COI management
Document sourcing
Subcontractors find and upload documents
Data extraction
Manual data entry into spreadsheets
Verification speed
Days or weeks for review
Integration depth
None. Data is siloed
Our competitive advantage
Manual processes vs. standard platforms vs. automated Crossbeam — the practical differences across every step of COI compliance.
Evolution of COI management
The competitive advantage
Manual vs. agent-verified vs. standard.
Crossbeam — Automated Agent Model
Document sourcing
Direct agent sourcing
Data extraction
Automated extraction and validation
Verification speed
Real-time tracking
Integration depth
Deep ERP integration
Standard platforms
Document sourcing
Subcontractors upload to portal
Data extraction
OCR with human review teams
Verification speed
24–48 hours of service
Integration depth
Basic data syncing
Manual and standard approaches create delays, blind spots, and risk.
Automate compliance with agent verification
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