Guarantees, Bonds and Insurance Agent
The Guarantees, Bonds and Insurance Agent tracks every performance guarantee, advance payment guarantee, retention bond and project insurance policy across your contracts, with expiry, reduction and release dates tied to the programme. When a loss happens on site, it assembles the contract works insurance claim with the evidence the insurer and broker need, inside the notification period.
Ideal forFinancial controllers
The difference
From 6-8 hours per week to 1 hour
Your finance and commercial teams stop paying for guarantees that should have reduced, and stop missing claim deadlines.
Done by hand
6-8 hours per week
With the Vanine agent
1 hour
Time returned to your team
85%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Facilities released sooner
Guarantees that should reduce at practical completion or expire at the end of the defects period tie up banking and surety facilities. The agent prompts each reduction and release on time.
No lapsed cover
Guarantees and policies that expire before the contract requires are flagged well in advance, avoiding a breach or a call.
Claims made inside the deadline
After a flood, fire or theft, the claim is assembled with photos, case numbers and weather records while the notification period is still open.
Capabilities
Every guarantee, bond and policy tracked, reduced and claimed on time.
Built for financial controllers, treasury, commercial managers and risk managers at South African contractors and developers carrying guarantees and project insurance across several contracts.
Guarantee register
Captures every guarantee and bond with issuer, amount, beneficiary, expiry and the contract clause behind it.
Reduction and release
Links reduction and release dates to programme milestones and drafts the release request.
Expiry alerts
Warns ahead of expiry where the contract requires cover to continue.
Policy schedule check
Compares project insurance schedules with the contract's insurance requirements.
Loss notification
Tracks notification periods under each policy from the date of a loss.
Claim assembly
Assembles the contract works claim with photos, incident reports, case numbers, weather records and cost evidence.
How it works
From your systems to a result you sign off
Your financial controller approves every release request, and your broker submits every insurance claim.
Connect the places your guarantee and insurance records already live.
Guarantees, bonds and policy documents from SharePoint, contracts and programmes, incident reports and photos, and cost data from your ERP. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- SAP, Syspro and Sage ERP
- Primavera P6 and MS Project
- SharePoint and Outlook
- Broker portals where available
Runs daily on the register, immediately when a loss is reported, or on request in Teams or OpenAI Frontier.
A guarantee and insurance register in Excel, release requests in Word, and claim packs for your broker in SharePoint.
Step by step
- 01
The agent builds the register from guarantee, bond and policy documents.
- 02
It links each reduction, release and expiry to the programme.
- 03
It alerts finance ahead of each date and drafts release requests.
- 04
When a loss is reported, it starts the notification clock.
- 05
It assembles the claim pack with evidence and costs.
- 06
Your financial controller approves and your broker submits.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Which guarantees can be reduced this quarter?"
- contracts
- 12
- quarter
- Q1 2027
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your guarantee and insurance records never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your guarantee and insurance records stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your guarantee and insurance records. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR GUARANTEE AND INSURANCE RECORDS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
