Insurance Document Monitoring & Compliance Automation
Automate insurance document monitoring to reduce risk and stay compliant. Identify missing, expired, or non-compliant policies before they become liabilities. Stay audit-ready with real-time alerts and streamlined reporting. Protect your business by closing compliance gaps proactively.
What is Negative Tracking?
While traditional systems tell you what’s been received, negative tracking focuses on what’s not there. With BankStride, you gain the power to:
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Automatically detect and alert on missing or overdue documents
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Track expiring or expired coverage (e.g., policies, endorsements, licenses)
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Monitor non-compliant uploads (e.g., incorrect formats or coverage limits)
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Generate real-time reports on gaps in compliance
Negative tracking means fewer blind spots and better decision-making.
Proactively Manage Risk with Negative Document Tracking
In today’s fast-paced regulatory environment, insurance and risk professionals can't afford to miss a single document. Whether you're overseeing certificates of insurance (COIs), general liability policies, or workers’ comp coverage, missing or expired documents can lead to compliance gaps, financial penalties, or uninsured liabilities.
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BankStride was built to solve this problem—offering smart document monitoring with negative tracking to help you spot what’s missing before it becomes a risk.
Use Cases for Insurance & Risk Teams
Certificate of Insurance (COI) Tracking
Track required COIs across all vendors, contractors, or business units. Get alerts when documents are missing, outdated, or fail to meet coverage requirements.
Vendor & Subcontractor Compliance
Monitor insurance status across hundreds of third parties with automated document checklists and expiration tracking.
Project-Based Insurance Monitoring
Keep track of insurance requirements for specific construction projects or property portfolios.
Employee & Agent Licensing
Ensure all necessary insurance licenses or training documents are current and on file.
Renewal & Expiration Management
Get proactive alerts before key documents expire—giving you time to request renewals or updates.
Key Features Built for Insurance Monitoring
Custom Document Requirements
Set requirements by document type, vendor, project, or insurance policy.
Automated Document Requests & Reminders
Schedule recurring requests, reminders, and escalation rules for missing or outdated documents.
Compliance Dashboards
Visualize document compliance across all entities in one intuitive dashboard.
Secure Document Portal
Allow vendors, clients, and agents to upload documents directly to a secure portal—no email chains required.
AI-Driven Insights (Coming Soon)
Identify trends and risks in your document compliance history to improve operations.
Who Uses BankStride for Insurance Tracking?
Insurance Brokers & Agents
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Streamline how you collect COIs and licenses from clients and partners.​
Risk Management Teams
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Stay ahead of compliance issues by automating your insurance document workflows.​
Finance & Treasury Teams
Ensure lender-required insurance documents are complete and up to date.
Property Managers & Construction Firms
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Easily manage project-level document requirements from subcontractors and tenants.
Why BankStride?
✅ Built for real-time document monitoring
✅ Designed for scale (from 50 to 5,000+ entities)
✅ Quick deployment, zero-code setup
✅ Trusted by finance, insurance, and compliance professionals
✅ Enterprise-grade security and audit logs
Start Proactive Compliance Today
Don’t wait until a gap in documentation becomes a legal or financial liability. With BankStride, you’ll know exactly where you stand—and what’s missing—at all times.
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Let’s connect. Book a personalized demo and discover how BankStride simplifies insurance document tracking for modern teams.
How does this help banks
Banks that pursue superb loan agreement management are faced with handling complex recurring tasks using the basic tools of email, spreadsheets, and calendar ticklers. Banks that let this work fall behind risk delaying their awareness of problematic loans or operating practices, jeopardizing capital and reputation.​
A borrower’s risk profile can change significantly over the years that follow a lending event. Managing loan agreement adherence through reporting and internal monitoring is an ongoing and tedious battle for banks.
With BankStride, banks gain high-resolution loan agreement monitoring that saves time and delights customers.
BankStride is powerful for bankers
Flexible information management
BankStride supports one-off and recurring information requests with flexible storage layer configuration options.​
Reports at Every Level
Bank leadership can drill down to identify pockets of risk and underperformance, ensuring every team member knows where to focus.​
Loan Monitoring
Track financial reporting, covenants, and certificates, and issue compliance certificates for signature via DocuSign.​
A Clear Banker's View
See your portal in action.
Easy for bank customers
No usernames and no passwords
Customers receive tokenized links for portal access, and bankers can request information from anyone with an email address.
Upload or email
Easy-to-use customer portals show exactly what is needed, while email-based file ingestion lets customers respond by emailing files.
Timely alerts
Reminders and alerts are aggregated to prevent information overload, can be toggled per user, and feature customizable schedules.
A Clear Customer's View
See your portal in action.
Streamlining Loan Underwriting, Loan Monitoring, Covenants, and Financial Reporting
Automate Bank customer information requests for covenant monitoring , loan reporting, financial reporting and exception handling.
FiStride allows you and your customers to exchange information with zero friction so that you can reduce credit exceptions and recover valuable time.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Get a quick pulse check on where your projects stand with the Dashboard view in FileStride.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Know what you have, know what you need.
BANKERS STREAMLINE LOAN REPORTING DOCUMENTS
Why BankStride?
We're the digital banking solution you've been waiting for.
We make it easy to automate your loan reporting and covenant monitoring. No more managing checklists, searching for files in emails, or waiting on updates from other parties. Just create your requests and let BankStride do the work for you.
How it works
BankStride combines checklists with cloud storage to help you communicate and monitor your information requests and documents.​
All it takes to get started:
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​Request items by creating projects for one-off items or templated lists.
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Review incoming files from your client and mark items as satisfied or complete.
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Repeat with automatically recurring requests and reminders.​
FEATURES
​Bankers increase efficiency and improve loan risk and compliance with loan monitoring, reporting and exceptions.
