Documentation

Everything CoverWarden does and how to drive it. Most guides are a two-minute read.

• Getting started

  From signup to your first verified certificate in about ten minutes: add vendors, set requirements, get certificates flowing in.

• Prequalification

  Configure CoverWarden to collect subcontractor COIs, W-9s, licenses, OSHA 300A, EMR, financials, and contract requirements through one link.

• MCP server (AI assistants)

  Connect an MCP-capable AI assistant to CoverWarden vendor status, document packets, compliance summaries, upload links, and controlled write tools.

• Certificates & extraction

  How CoverWarden reads ACORD 25 certificates: what gets extracted, how endorsement pages are reviewed, correcting a read, and re-running extraction.

• Requirements & compliance

  How compliance evaluation works: org defaults, per-vendor overrides, endorsement requirements, and exactly how each issue message is produced.

• Endorsement review

  How CoverWarden verifies waiver of subrogation, primary & non-contributory and CG-form additional insured endorsements — with quoted evidence.

• Chasing & reminders

  How the 30/14/7-day chase sequence works, why the insurance agent gets emailed too, manual reminders, and the expiry digest.

• Upload links

  Every vendor gets a permanent tokenized upload page — no account, no password. How the links work, where to find them, and their safety properties.

• Email intake

  Connect the inbox where certificates already arrive: PDFs from known vendor or agent addresses file themselves automatically.

• Team & roles

  Invite unlimited CoverWarden team members, understand owner and member permissions, manage pending invitations, and remove access safely.

• Billing & plans

  How the free plan works, what each paid plan includes, changing plans, payment failures, cancellation, and what happens to your data.

• Security

  How CoverWarden protects your data: isolation, encryption in transit, credential handling, rate limiting, audit trail, and backups.

• REST API reference

  Vendors, certificate uploads, extraction results and compliance status over a bearer-token API.