BBirthbaum Compliance Desk
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20-minute workflow review

Find out whether the queue is worth outsourcing.

This is not a software demo. The conversation is about your current subcontractor volume, who owns the process, what your systems automate and which human follow-up tasks still consume internal time.

What we will cover

A short operational comparison.

The best outcome may be that your existing process is already efficient and Birthbaum is not needed. The goal is to identify whether there is enough recurring human work to justify a managed desk.

Who owns it today?Accounting, project admin, operations, risk, office management or another role.
What system do you use?Procore, ERP, dedicated COI platform, spreadsheet, shared inbox or a mixed workflow.
What still needs a human?Non-responsive subs, broker corrections, stale records, exceptions and internal status checks.
Could 30 days prove it?If there is a fit, the next step can be a paid 30-Day COI Takeover rather than a long contract.
Request a review

Tell us about the current workflow.

Send a few operating details and Birthbaum can respond with the right next step. If the managed model is not a fit, we will say so.

Please do not include policy numbers, tax IDs or other sensitive data. Birthbaum uses these details only to respond to your inquiry.

Prefer email?

Send a short note with your approximate active subcontractor count and who currently owns COI follow-up.

hello@birthbaum.com