Compliance Technology for Insurance Organizations
COI verification, claims documentation, underwriting evidence, regulatory reporting — built for carriers, agencies, brokers, and TPAs who need compliance that moves at the speed of their book.
The Insurance Compliance Challenge
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
Verify coverage, flag exclusions, track expirations across your entire book. AI-assisted review catches gaps that manual processes miss.
Workers' Compensation Evidence
Produce underwriting stewardship reports that demonstrate systematic safety programs, claims management, and return-to-work outcomes. Evidence that moves Experience Mod conversations.
HIPAA Compliance
Health insurers, TPAs, and managed care organizations handling PHI need HIPAA compliance that produces evidence, not checklists.
Insurance-Specific Outcomes
- 100% COI coverage verification across vendor portfolios
- Automated expiration tracking eliminates E&O exposure from lapsed certificates
- Underwriting stewardship packages generated in minutes
- Experience Mod projection modeling for insured organizations
- 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.
Case Study: COI Tracking Transformation
$468K ROI from automated COI management — 4-month payback period.
Platform Overview
How AlignSure produces the underwriting-grade evidence carriers and brokers require.
See AlignSure for Insurance
Request a demo configured for insurance compliance and underwriting evidence requirements.