Normalize
Clean the roster, project assignments, contacts, duplicates and active or inactive status.
Paid starting engagement
Hand us the queue for 30 days and measure what comes off your staff.
The 30-Day COI Takeover is designed to prove the operating model before a longer managed-service commitment. We establish current status, run follow-up and quantify the amount of client involvement still required.
What you provide
The inputs already sitting inside your business.
- Active subcontractor list
- Active project list
- Current COI and related document folder or export
- Approved insurance requirement sheets
- Client and broker escalation contacts
- Access to the approved operating system where applicable
Indicative launch pricing
30-Day COI Takeover
$750 to $1,500 scope dependent
Final validation pricing depends on active subcontractor volume, project count, starting cleanup and outreach complexity.
Discuss your workflowThe 30-day sequence
Make the hidden workload visible, then remove it.
The pilot is operational work, not a free audit. Its purpose is to create a clean baseline and test whether Birthbaum can materially reduce staff touches.
Baseline
Classify current, expiring, expired, missing and review-needed documents.
Operate
Send requests, process renewals, follow up and maintain the exception queue.
Measure
Report results, remaining client decisions and the recurring workload required.
What Birthbaum does
A practical takeover, not a consulting presentation.
The engagement should end with a cleaner operating system and a real record of the work, not simply recommendations about what your team should do next.
Clean up the operating record
Normalize source data, identify missing information and establish one current status view.
Run the first outreach cycle
Send client-approved requests and renewals, document attempts and follow up on aged items.
Quantify the remaining burden
Show what Birthbaum resolved, what needs client authority and whether recurring management is economically sensible.
Success criteria
The pilot should answer one business question.
Are enough recurring administrative touches removed that your company would rather keep Birthbaum operating the queue than take the work back internally?
30days of managed queue ownership
1baseline status view before ongoing work
Weeklystatus reporting and decision list
Measuredclient interruptions and unresolved exceptions
Start with the process you have now.
No software build and no forced migration. The first conversation is about whether your current human workload is large enough to justify a managed takeover.