Compliance Technology for Carriers, Brokers, and TPAs
Certificate of Insurance (COI) verification, claims documentation, underwriting evidence, and regulatory reporting. Built for carriers, agencies, brokers, and TPAs who need compliance that moves at the speed of their book.
Compliance From Both Sides
Insurance organizations face compliance from both sides: regulatory obligations they must meet, and compliance evidence they need from the organizations they insure. Brokerages track hundreds of Certificates of Insurance across client portfolios in spreadsheets. Carriers need underwriting evidence that demonstrates insured organizations have systematic risk management programs. TPAs coordinate between employers, providers, and regulators with documentation requirements that multiply at every step.
How AlignSure Serves Insurance
Certificate of Insurance Review
A lapsed certificate can void coverage on an active account, and manual review is how gaps get missed. AlignSure's AI catches what spreadsheets can't: coverage shortfalls, missing endorsements, and approaching expirations.
Workers' Compensation Evidence
Underwriters don't just want to hear that your insureds have safety programs. They want data. AlignSure produces stewardship reports with claims trends, return-to-work outcomes, and Experience Mod projections.
HIPAA Compliance
Health insurers, TPAs, and managed care organizations handling PHI need more than a HIPAA policy binder. AlignSure produces the evidence that proves systematic compliance when it matters.
Measurable Results
- Full COI coverage verification across your vendor portfolio, with automated expiration alerts that prevent E&O exposure before it starts
- Stewardship packages your underwriters actually want, assembled in minutes instead of weeks
- Experience Mod projection modeling that ties active claims to renewal outcomes, plus loss ratio analysis by location, department, and occupation
For Brokers and Partners
AlignSure enables insurance brokers and advisors to deliver compliance technology as a value-added service to their clients. Our partner program provides tools, training, and co-branded capabilities for broker distribution.
Solutions for Insurance
COI Review
Automated certificate of insurance review with gap detection and underwriter-ready evidence.
Workers' Comp & FROI
Track claims, Experience Mod trends, and loss ratios for underwriting stewardship.
Platform Overview
How AlignSure produces the underwriting-grade evidence carriers and brokers require.
Ready to see it?
Request a demo configured for insurance compliance and underwriting evidence requirements.