OCIP & CCIP Record Readiness

Insurance Wrap-Up Documentation in Minutes

Turn the governed construction record into an evidence-backed wrap-up package—without days of searching, chasing, and reconstructing project history.

MySmartPlans captures, organizes, verifies, and preserves the documents designated by your project and risk teams. MSPai then makes that record searchable and answerable in minutes.

ENROLLMENT · CERTIFICATES · PAYROLL · CLAIMS · SAFETY · AUDIT · CLOSEOUT
Build — But Verify.

A Wrap-Up Is Only as Ready as Its Record

Owner Controlled Insurance Programs (OCIPs) and Contractor Controlled Insurance Programs (CCIPs) consolidate specified project insurance coverages for eligible participants. The program requirements, covered parties, documentation, audits, and closeout obligations vary by the policy, insurance manual, contracts, and applicable law.

The operational problem is often the same: the evidence lives across contracts, enrollment files, certificates, payroll reports, safety records, claims correspondence, spreadsheets, email, and multiple project platforms.

When the question arrives, the record should already be decision-ready.

What Can Be Governed

  • Wrap-up manuals and contract insurance requirements
  • Contractor and subcontractor enrollment status
  • Certificates and designated supporting records
  • Reported payroll, labor, and exposure documentation
  • Claims, incident, and safety documentation
  • Insurance-cost and deduction support provided to the project
  • Audit requests, responses, and closeout evidence
  • Completed-operations records designated for retention

From Search to Answer

Wrap-Up Questions. Evidence-Backed Answers.

Is this contractor enrolled, excluded, or still unresolved?
Where is the certificate and supporting enrollment evidence?
What payroll or exposure documentation has been submitted?
Which insurance requirements remain open?
What records support this incident or claim timeline?
Is the designated wrap-up closeout package complete?

Predictive Closeout™ for Insurance Records

Identify It. Resolve It. Close It.

1

Define

Map the project-specific requirements, responsible parties, and expected evidence.

2

Govern

Capture and organize designated records from the systems and teams already in place.

3

Verify

Surface missing, incomplete, changing, or unresolved information while action is still possible.

4

Answer

Use MSPai to locate the governed evidence and assemble a decision-ready response in minutes.

For Owners and Risk Leaders

Maintain independent visibility into program documentation, unresolved requirements, audit support, and the long-term project record.

For General Contractors

Protect margin and reduce administrative drag by connecting enrollment, compliance, payroll, claims, and closeout evidence while the work is active.

For Brokers and Program Administrators

Receive organized project evidence from the governed record while retaining authority for program administration, coverage guidance, and insurance decisions.

For Facilities and Legal Teams

Preserve the designated insurance and completed-operations record alongside the asset’s construction history for future questions.

The MySmartPlans Difference

Not Another Insurance Portal. An Independent Project Record.

MySmartPlans does not replace your broker, carrier, wrap-up administrator, counsel, or project-management platform. It creates an independent, governed source of project evidence across the systems already in use.

Decision-Ready

Records are organized around the questions leaders, reviewers, and auditors need to answer.

Evidence-Backed

MSPai answers from the governed project record, connecting the response to supporting documentation.

Built to Endure

Preserve designated records through construction, closeout, completed operations, and the facility lifecycle.

Stop Reconstructing the Wrap-Up Record.

Build it from Day One. Verify it while the project is active. Ask MSPai and assemble the designated evidence in minutes.

Construction Insurance Wrap-Up FAQs

What is an OCIP?

An Owner Controlled Insurance Program is sponsored by the project owner and provides specified project insurance coverage for eligible enrolled participants, subject to the governing policies and program requirements.

What is a CCIP?

A Contractor Controlled Insurance Program is sponsored by the general or prime contractor. Requirements and coverage vary by the program, policy, insurance manual, contracts, and jurisdiction.

Does MySmartPlans determine insurance coverage?

No. Coverage interpretation and insurance decisions remain with the authorized broker, carrier, administrator, counsel, and project stakeholders.

What does “in minutes” mean?

It means searching the governed record and assembling designated supporting evidence for review in minutes. It does not mean binding coverage, completing an audit, or resolving a claim in minutes.

Important: This page describes project-record governance and information retrieval, not insurance, brokerage, legal, or coverage advice. Wrap-up requirements vary. Review the applicable policies, insurance manual, contracts, and law with authorized insurance and legal professionals.