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AI Compliance

Automated certificate and endorsement tracking, free for all Shepherd policyholders


Managing COIs & policy endorsements can be overwhelming

AI-powered data extraction & automated compliance review

Extract ACORD 25 data and automatically compares against requirements

Streamlined outreach for vendor invites and renewals

Instant feedback for vendors, resolving most issues before first review

Native integrations to project management systems

Two-way sync with tools your clients use already, including Procore


Enterprise-ready compliance tracking

Customizable at the project level to easily track compliance status and renewals

  • Customizable requirements by project or vendor type
  • Email-based notifications and alerts
  • Workflow automations for reminders and renewals

“The entire experience has been phenomenal.“

“Shepherd has thoughtfully considered all of the pain points associated with reviewing and approving subcontractor certificates of insurance. and the integration with Procore ensures all of our projects are compliant with contract requirements, coverages, limits, endorsements, and more.”


Sara Demar

Director of Risk Management

PC Construction

PC Construction

Shepherd Policyholder


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Automated exposure assessments and loss benchmarking