For General Contractors (3:45)
See how Crossbeam imports from Procore, automates outreach, verifies documents, and gives your team real-time compliance visibility.
Automated COI Compliance
End COI chasing and Eliminate risk guesswork.
Crossbeam Cloud automates COI and bond compliance for construction teams. Automatically verify insurance documents, flag issues, and request corrections instantly. No manual portal logins needed.
Reduce risk
Flag missing coverage, exclusions, and expirations early.
Save employee time
Automate COI collection, review, and follow-up.
Net savings
Lower admin burden and benefit from insurance savings that far exceed product cost.
Built to work with
Procore QuickBooks more coming soon
Patent-pending technology
dashboard.crossbeamcloud.com
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
COI approved
CompliantACME Construction · Project 142
Documents extracted
3 filesCoverages parsed in 12s
Built for construction insurance compliance workflows
COI compliance, simplified
From GCs to subcontractors, automate COI requests, verification, and tracking.
For Subcontractors
Upload Once.
Share Everywhere.
Crossbeam stores your COIs, shares them with every GC that needs them, and helps keep renewals moving automatically.
One Upload, Multiple GCs
Your compliance docs follow you from project to project.
Automatic Renewal Follow-Up
We remind your agent and help keep required documents current.
Free Subcontractor Account
Free forever for trades.
No trial. No upgrade pressure.
Who Crossbeam is for
One COI platform for every construction team
From local home builders to multi-entity contractors. Crossbeam Cloud automates COI tracking, cuts admin time, and keeps compliance airtight.
Home Builders
Residential construction teams managing subcontractor compliance.
Commercial Contractors
Commercial GCs running active projects with insurance requirements.
Multi-Entity Firms
Multi-division contractors coordinating compliance across entities.
Insurance premium savings
Strong compliance lowers your insurance premiums.
GCs with documented compliance programs can contribute to 10–30% lower premiums through improved EMRs and favorable carrier risk assessments.
10–30%
potential savings on workers’ comp and GL premiums
Savings vary by carrier, region, and claims history. Industry benchmarks only, not a guarantee.
Get the carrier email template0.70–0.90 EMR range
Experience Modification Rate
Companies with strong compliance programs typically achieve EMRs well below the 1.0 baseline, translating directly to lower workers’ comp premiums.
Stronger underwriting position
Improved risk profile
A documented compliance program signals lower risk to underwriters. GCs who can demonstrate consistent sub-vetting and coverage verification are better positioned at every renewal and new policy placement.
Fewer claims less uninsured loss
Claims reduction
Ensuring every sub carries proper coverage prevents GCs from absorbing losses that should have been covered elsewhere.
Auto-flagged before work begins
Exclusion detection
Hidden policy exclusions can leave you fully exposed on a claim. We surface them from the COI language so you can require corrections before a sub steps on site.
Without automation
The Risks of Manual COI Processing
Without automation, construction teams must manually review COIs, verify endorsements, confirm bond requirements, and track expirations. This increases administrative workload and project risk.
Open PDFs
Review every certificate manually.
Check Coverage Limits
Compare policy limits against contract requirements.
Verify Endorsements
Confirm required additional insured endorsements.
Confirm Bond Requirements
Cross-check bond amounts with contract requirements.
Track Expiration Dates
Monitor certificates for renewals and cancellations.
Follow Up with Subcontractors
Chase missing or incorrect documentation.
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
Transparent & flexible pricing
Know your cost before you commit
Your monthly cost scales with active subcontractors and the features you need. No seat-based surprises.
Estimate Pricing
Number of subcontractors 15
COI Tracking & Monitoring
Features
Renewal reminders
$129 /mo
Solo tier
Estimate your cost in 60 seconds
Answer a few simple questions about your subcontractors and requirements to see your personalized monthly pricing. No surprise fees or commitments.
Get Instant PriceTakes ~60 seconds. No email needed.
Learn how pricing worksConstruction IT expertise
Built by people who understand the problem
We've worked alongside many of contractors who all faced the same compliance challenges and let their experience guide every feature, workflow, and decision we've built.
Founder & CEO
27 years Construction IT
For more than 27 years I helped fast-growing businesses use technology to streamline operations. Working closely with construction companies, I saw firsthand how much time was lost chasing documents, verifying insurance, and managing repetitive admin work, and knew there had to be a better way.
Co-Founder & CTO
5 years Enterprise software
Juel Sandy leads the technical vision behind Crossbeam Cloud, bringing experience in software engineering, enterprise security, cloud infrastructure, and AI-powered automation. He focuses on building secure, scalable systems that solve real operational problems for construction companies, helping contractors reduce manual work, improve accuracy, and operate more efficiently.
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.