Compliance reports
Export portfolio compliance snapshots and per-carrier dossiers as PDF or Excel for auditors, clients, and internal stakeholders.
When stakeholders ask for a point-in-time compliance picture, export portfolio reports directly from Bolt COI. PDF and Excel formats cover roster status, expirations, and deficiency summaries.
Per-carrier dossiers package a single third party's documents and compliance history — useful for broker handoffs, client audits, and renewal negotiations.
Highlights
- Portfolio compliance PDF and Excel export
- Per-carrier compliance dossier export
- Snapshot data from live compliance status
- Starter tier and above
Related features
Compliance dashboard
Portfolio compliance at a glance — compliant percentage, expiring policies, and worst-case status per carrier before dispatch.
WorkspaceDocument Library
Activate platform document types — COIs, W-9s, endorsements, operating authority, MCS-90, and more — alongside custom definitions on Professional and above.
TrustSecurity & trust
Encrypted storage, role-based access, audit logging, scoped magic links, and optional MFA protect your compliance data.
Ready to get started?
Start free with magic-link collection and the compliance dashboard.