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How to track supplier insurance certificates and expiries?

Extract insurance types, coverage amounts, insured parties, exclusions, renewal dates, certificate evidence, and contractual coverage requirements.

Track insurance evidence

Keep supplier insurance evidence current

Procurement teams need to know whether suppliers maintain required coverage, limits, insured parties, endorsements, and expiry dates. TextMine can extract insurance certificate data and compare it with contract requirements.

An illustration of data being extracted from documents

Check coverage against the contract

Playbooks can define required limits for cyber, professional indemnity, public liability, employer liability, product liability, and specialist cover.

an illustration of documents

Route renewals before expiry

Workflows can notify suppliers and owners when certificates are missing, expired, below required limit, or inconsistent with the contract.

an illustration of vault extracting data from contracts and answering questions about them

Create an insurance evidence register

Records can store coverage status, expiry dates, certificate source links, exceptions, and approval history by supplier.

Extract coverage
Capture policy type, limit, insurer, insured parties, and dates.
Compare contract
Check certificate evidence against required coverage terms.
Flag gaps
Identify missing, expired, or insufficient insurance.
Route renewal
Notify supplier owners before expiry.
Record exceptions
Store approved waivers and risk rationale.
Report exposure
Show coverage status by supplier and category.
Audit proof
Keep certificates and contract clauses connected.
Extract coverage
Capture policy type, limit, insurer, insured parties, and dates.
Compare contract
Check certificate evidence against required coverage terms.
Flag gaps
Identify missing, expired, or insufficient insurance.
Route renewal
Notify supplier owners before expiry.
Record exceptions
Store approved waivers and risk rationale.
Report exposure
Show coverage status by supplier and category.
Audit proof
Keep certificates and contract clauses connected.

Create an insurance evidence register

Records can store coverage status, expiry dates, certificate source links, exceptions, and approval history by supplier.

Extract coverage
Capture policy type, limit, insurer, insured parties, and dates.
Compare contract
Check certificate evidence against required coverage terms.
Flag gaps
Identify missing, expired, or insufficient insurance.
Route renewal
Notify supplier owners before expiry.
Record exceptions
Store approved waivers and risk rationale.
Report exposure
Show coverage status by supplier and category.
Audit proof
Keep certificates and contract clauses connected.
Extract coverage
Capture policy type, limit, insurer, insured parties, and dates.
Compare contract
Check certificate evidence against required coverage terms.
Flag gaps
Identify missing, expired, or insufficient insurance.
Route renewal
Notify supplier owners before expiry.
Record exceptions
Store approved waivers and risk rationale.
Report exposure
Show coverage status by supplier and category.
Audit proof
Keep certificates and contract clauses connected.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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