Procore + bulk import
Pull jobs and subs directly from Procore in one click, or use bulk upload. We match existing records and start tracking immediately.
Everything you need to automate COI compliance.
One platform that imports your subs, requests their documents, parses what comes back, enforces your compliance rules, and shows your team the real picture in real time.
Automation
End the manual compliance chase.
Capabilities that replace folders of PDFs and weeks of email chasing.
Automated outreach
Crossbeam emails subs and their insurance agents on your behalf, requesting COIs, endorsements, and bonds with smart follow-ups.
Document extraction
Our specialized AI parses every certificate, surfaces coverage limits and effective dates, and flags missing endorsements before they bite.
Compliance rules
Set guardrails by job, trade, or contract value. Auto-block onboarding, hold pay, or escalate when subs fall out of compliance.
Real-time visibility
A single live dashboard across every sub, project, and requirement. Visible to your whole team, refreshed on every change.
Smart expiration alerts
Renewal reminders, expiration warnings, and gap notifications fire automatically to subs, agents, and your team.
Automated COI workflow
How Crossbeam Automates COI Compliance
Automate COI requests, verification, and compliance tracking in five simple steps.
dashboard.crossbeamcloud.com/coi/subcontractors
Subcontractors
Importing from Procore · Project 142
Matching subcontractors… 142 / 142
ACME Construction Imported
BuildRight Co. Imported
Northstar Mechanical Matched
Stratos Electric New
142 subcontractors synced · just now
Import Jobs & Subs
Connect to Procore in one click or upload your subcontractor list in bulk. Crossbeam matches existing records and gets you tracking compliance in minutes.
Start Free Trial dashboard.crossbeamcloud.com/coi/command-center
Command Center
Outbound requests · 47 sent today
ACME Construction
Insurance agent · COI
BuildRight Co.
Subcontractor · Endorsement
Northstar Mechanical
Subcontractor · COI
Stratos Electric
Insurance agent · Bond
47 sent today · auto-reminders enabled
Send Automated Requests
Crossbeam contacts subcontractors and their insurance agents automatically, requesting required COIs, endorsements, and bonds — so your team never has to chase paperwork again.
Start Free Trial dashboard.crossbeamcloud.com/coi/command-center/acme
COI · ACME Construction
acme-coi-2026.pdf · 4 coverages found
acme-coi-2026.pdf
General Liability
$2M / $4M · Exp 12/31/26
Workers' Comp
$1M · Exp 06/30/26
Auto Liability
$1M · Exp 09/15/26
Additional Insured
Missing endorsement
Verified against compliance rules · just now
Automated Document Verification
Crossbeam scans every certificate, validates coverage limits, and flags missing endorsements before they become compliance gaps — no manual review needed.
Start Free Trial dashboard.crossbeamcloud.com/settings/coi
Compliance Rules
Settings · COI
Block onboarding without COI
Hold payment if expired
Auto-request renewal at 30 days
Payment hold · BuildRight Co.
COI expired 4 days ago
3 of 4 rules active · 1 vendor on hold
Compliance Controls
Set guardrails that automatically block onboarding, hold payments, or escalate to your team when subcontractors fall out of compliance.
Start Free Trial dashboard.crossbeamcloud.com/coi
COI Dashboard
Real-time subcontractor compliance
Total Subs
142
Compliant
134
Pending Review
6
Non-Compliant
2
Compliance Trend
6-month rate across subcontractors
94%
+8% vs last month
Last refreshed · just now
Real-Time Status Visibility
Get a single live dashboard showing compliance status across every subcontractor, project, and insurance requirement — visible to your whole team.
Start Free TrialIntegrations
Your whole construction stack, in sync.
Connect Procore and QuickBooks to import projects and subcontractors automatically, keeping compliance and financials in sync without touching a spreadsheet.
Procore
Project management
Import projects and subs automatically
Connect Procore once. New jobs and their subcontractors appear in Crossbeam automatically. COI requests go out within minutes of project creation.
- Auto-import jobs on project creation
- Pull subcontractor roster with trade and contract data
- Compliance status synced back to Procore records
Procore Crossbeam Cloud
QuickBooks
Payroll & accounting
Compliance visibility for payroll and AP
QBWC + QuickBooks Online support surfaces each sub's compliance status alongside their invoices, so your accounting team has the full picture before releasing funds.
- QuickBooks Desktop (QBWC) + QuickBooks Online
- Compliance status linked to vendor records
- Hold-pay or approval triggers when coverage lapses
Crossbeam Cloud QuickBooks
Coming next
CoConstruct
Coming soonImport projects and subcontractors directly from CoConstruct, same zero-touch setup as Procore.
MarkSystems
Coming soonSync subcontractor and vendor records from MarkSystems to keep compliance aligned with your ERP data.
Coverage options
Blanket or project-specific
You can use blanket coverage or project-specific compliance depending on the project.
- Blanket coverage available for multi-projects
- Project-specific compliance for individual contracts
- Bond requirements parsed from subcontract agreements
- Completed project COI tracking
Trust & security
Built for the data your audit team cares about.
FIPS 140-2 encryption at rest
Documents and credentials are encrypted on disk with FIPS 140-2 validated cryptography. Per-tenant isolation is enforced at the database, not just the app layer.
Patent-pending verification
Our automated agent verification process replaces error-prone manual review and is the foundation of a pending US patent, built into every plan.
SSO + audit trails
SAML/SSO and granular role-based access on Enterprise. Every change to compliance state is recorded with actor and timestamp.
Ready when you are
Stop chasing certificates. Start building.
Crossbeam takes COI compliance off your team's plate. Your subcontractors win too: faster response times, one-click submissions, and a streamlined process across every GC.