PaperworkRunner
[Your agency]×PaperworkRunner

Stop opening PDFs to find out what's missing.

PaperworkRunner reads the paperwork your contractor clients send, pulls out what your team needs, and asks for what's missing, in English or Spanish.

No card. Live today for your clients' sub paperwork. Quote paperwork is in a pilot with Florida agencies.

A sample certificate of insurance, marked up Three problems circled in orange: the general aggregate is $1,000,000 when the contractor requires $2,000,000; the description of operations has no additional insured or waiver of subrogation wording; the workers' comp exemption covers only the officer, not his crew. Certificate of liability insurance Sample. Issued for information only; it does not change the policies listed. Issued 10/02/2026 Producer Agencia Muestra Seguros Miami, FL · [email protected] Insured Muestra Tile & Stone LLC Hialeah, FL Coverage Policy Effective Expires Limits General liability GL-000-4417 03/01/2026 03/01/2027 Each occ. $1,000,000 Gen. aggregate $1,000,000 Automobile AU-000-2290 03/01/2026 03/01/2027 Comb. single $1,000,000 Workers' comp None See exemption Description of operations Tile installation, residential and commercial. Certificate holder Bayside Demo Builders LLC 100 Demo Way, Tampa, FL Authorized representative Certificate of election to be exempt Construction industry. Sample. Officer Luis Muestra Business Muestra Tile & Stone LLC Expires 06/14/2027 You require $2M aggregate No additional insured or waiver wording Covers Luis only. Not his crew.

What PDFs cost your team each week

Put in your own numbers. It's an estimate of the time PaperworkRunner could give back, not a promise.

Proof of insurance, applications, loss runs, payroll reports, policy pages, photos.
Emails, calls and texts asking the client or the prior carrier.
Your team still looks at what doesn't meet the requirements.
Estimate: time your team could get back
14 hours

a week, out of 16 hours spent today opening, reading and chasing.

About 61 hours a month, or $1,820 at your hourly cost.

PaperworkRunner opens and reads each document and sends the follow-ups; the time left is your team's review. Subs' paperwork today; the paperwork a quote needs in the pilot. Your results depend on your files.

One sub's paperwork, before and after

Sample data. Every company and person here is invented.

Before

Fwd: Fwd: COI for Muestra Tile, updatedFrom the client, 3 attachments
  • COI_Muestra_2026.pdf
  • IMG_4471.jpg
  • exemption_Luis.pdf

Your account manager opens each one, finds the aggregate, looks for the additional insured and waiver wording, checks the holder, works out who the exemption covers, then writes to the sub's agent.

After: read by PaperworkRunner

Muestra Tile & Stone LLCDoesn't meet requirements
General liability
$1,000,000 each occurrence, $1,000,000 aggregate. 03/01/2026 to 03/01/2027.
Additional insured
No
Waiver of subrogation
No
Auto
$1,000,000 combined single. To 03/01/2027.
Workers' comp
Exemption for Luis Muestra only, to 06/14/2027.
Certificate holder
Bayside Demo Builders LLC
Agent
Agencia Muestra Seguros, [email protected]

Page 1: "General aggregate $1,000,000"

  • Aggregate is $1,000,000; Bayside requires $2,000,000.
  • No additional insured or waiver of subrogation wording.
  • The exemption covers Luis only. Asked whether he brings a crew.

Requested from the agent on Tuesday, with a copy to the sub.

Every quote file, and what it's waiting on

In a pilot The same reader on the paperwork a quote needs: applications, loss runs, payroll and policy pages checked off your required-to-quote list, the client asked for what's missing, and your account manager told the moment a file is ready to quote. Sample data.

ContractorLinesStatusStill missingWaiting
Techos Ejemplo LLCWorkers' comp, general liabilityReady to quoteNothingToday
Muestra Tile & Stone LLCWorkers' comp, general liabilityWaiting on clientLoss runs from 2 prior carriers; payroll by class code6 days
Ejemplo Drywall Inc.Workers' compNeeds a closer lookPayroll on the application doesn't match the payroll report2 days
Demo Pavers Co.Workers' comp, general liability, autoWaiting on prior carrierLoss runs, requested 5 days ago5 days

Live today: your clients' sub paperwork

What your team sees for the subs on each contractor client's jobs. Sample data. Every company and person here is invented.

Every contractor client, and where each one's sub file stands today. Each client is the certificate holder for its own subs, with its own requirements.

ClientSubsClearNeeds a closer lookDoesn't meet require­mentsNo certifi­cate yetNext expiration

How it fits your agency

Proof of insurance
Limits, dates, the holder's name, and the coverage wording you require, like additional insured, read from a PDF or a phone photo.
Each finding shows the line of the document it came from.
The state license
Current and active in DBPR's construction licensee file, refreshed every week.
Florida DBPR
Workers' comp
A policy, or an exemption and who it covers. Your office looks it up in the state's search from the sub's page, and PaperworkRunner saves the result with the date and a screenshot.
Florida Division of Workers' Compensation
Stop-work orders
Looked up the same way in the state's stop-work order database, and saved with the date and a screenshot.
Florida Division of Workers' Compensation

Nothing new for your clients

Your team, or your clients, forward the subs' paperwork to your agency's PaperworkRunner address, or the sub sends a photo from their phone. No portal for anyone to learn. The holder's name on each one tells PaperworkRunner which client it belongs to, and messages go out in the client's name.

Into your own system

Export CSV gives you every field read, one row per sub: limits, dates, endorsements, holder, agent and what's open. Open it in a spreadsheet or bring it into your agency system with its import.

See it on your own files

Sign up in two minutes and forward 10 documents from one of your contractor clients. Each one is read and checked as it arrives, with what's missing. No card, and nobody to wait on.