Insurance Document Monitoring & Compliance Automation
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.
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.
🔄 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.
🧩 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 Get alerts when documents are missing, outdated, or fail to meet coverage requirements.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Schedule recurring requests, reminders, and escalation rules for missing or outdated documents.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?
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Insurance Brokers & Agents
Streamline how you collect COIs and licenses from clients and partners. -
Risk Management Teams
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
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.
Let’s connect. Book a personalized demo and discover how BankStride simplifies insurance document tracking for modern teams.
BankStride is powerful for bankers
LOAN
MONITORING
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Track financial reporting, covenants, and certificates.
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Issue compliance certificates for signature via DocuSign.
REPORTS AT EVERY LEVEL
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Bank leadership can drill down to identify pockets of risk and underperformance.
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Every member of the team knows where to focus.
FLEXIBLE INFORMATION MANAGEMENT
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BankStride supports one-off and recurring information requests.
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Flexible storage layer configuration options available.
Easy for bank customers
NO USERNAMES
AND
NO PASSWORDS
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Customers receive tokenized links that enable portal access.
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Bankers can request information from anybody with an email address.
UPLOAD OR EMAIL
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Easy to use customer portals show the customer exactly what is needed.
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Email-based file ingestion enables customers to email files in response to requests.
TIMELY ALERTS
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Reminders and alerts are aggregated to prevent information overload.
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Alerts can be toggled per-user.
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Customizable reminder schedules.
STREAMLING LOAN UNDERWRITING, LOAN MONITORING, COVANENTS, 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.
BANKERS STREAMLINE LOAN REPORTING DOCUMENTS
Know what you have, know what you need.
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 covenants.
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.
Who it's for
BankStride is a solution for individuals, teams, and banks that need a better way to request information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting, and advisory services, just to name a few.
FEATURES
Bankers increase efficiency and improve loan risk and compliance with loan monitoring, reporting and exceptions.
Know what you have,
know what you need
Create recurring requests with status indicators, reports and automatic nudges that keep everybody in the know.
Many ways in,
password optional
Customers have the option to send files through email or a login-less portal. Either way, we get the files where they need to go.
Built to empower bankers
Track and monitor financial reporting, covenants, and certificates, and identify pockets of risk and non-compliance.
Structured for you and
your team
Add your colleagues with a single click, and manage access permissions so the whole team can get the job done.
We've facilitated over 1,000,000 client interactions...and counting.
