Private Insurance Certificate Records
Keep company certificates of insurance available to authorized owners and reviewers.
Keep company insurance evidence organized.
Private records, human review, and renewal reminders for company owners.
Active Team access, authorized organization roles, and work release controls determine access.
Evidence with Accountable Review
Human Review and History
Retain review decisions and evidence history as documents change.
Staged Renewal Reminders
Prepare for expiry with 60/30/14-day notices, warnings, and urgent actions.
From Evidence to Renewal
- Submit evidenceAdd the private document for review.
- Review evidenceA human confirms the facts for that evidence version.
- Track renewalFollow owner actions and replace evidence before expiry.
Uploading or acknowledging evidence does not establish reviewed readiness.
Web Administration, Owner Alerts
Manage records on the web; authorized owners receive in-app Action Hub alerts.
Mobile alerts hand off securely to the web for review.
Qualified owners can initiate email requests for replacement evidence.
Before you join
How is access packaged?
ComplySync is included with eligible Team access; existing pilot grants remain supported.
The included allowance is up to three active core records.
Your Team allowance, authorized roles, and work availability determine access.
Do I need RecurSync?
No. ComplySync operates independently of RecurSync enablement.
Property Compliance schedules and Government Compliance requirements remain separate.
Does this certify my insurance?
No. ComplySync organizes evidence and review; it does not certify insurance.
OCR suggestions require human confirmation. Replacement evidence requires fresh review.
Readiness depends on reviewed evidence, expiry, and the applicable policy.
What is outside the included capability?
Automatic SMS, broader credentials, expanded vendor vaults, and public certification.
W-9 expansion and dispatch enforcement are also deferred.
