Automation

paperwork

The new certificate, on their record.

When a subcontractor on your field service jobs emails a new insurance certificate, an agent reads the expiry and the cover from Outlook and updates their record in BigChange. Cover under your minimum is flagged, so a short certificate is not written up as current.

how it runs
Built once in Agent Builder, then runs on its own.

how it runs

Describe it once, updated as it arrives.

Describe the update in Agent Builder, test it on one certificate, then let it run whenever a new one arrives.

01

Describe it

Say what to read, the minimum cover and what to update. Agent Builder plans the steps.

One sentence to describe it

01 / 03

before and after

The same certificate, two ways.

Coleman Roofing's public liability certificate, emailed at 10:15 on Mon 19/10.

  1. The email

    Without Centrus: Left in the inbox until someone opens it

    With Centrus: Read at 10:15 from the suppliers inbox

  2. The expiry

    Without Centrus: Last year's date left on the record

    With Centrus: Updated to 30/10/2027 on their record

  3. The cover

    Without Centrus: Assumed to meet the minimum

    With Centrus: £10,000,000 read against the £5,000,000 minimum

  4. The desk

    Without Centrus: Told if someone remembers to forward it

    With Centrus: Rachel emailed that the record is current

Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Subcontractor insurance kept current" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing