The Take Action row on Compliance
Open **Compliance** from the sidebar at `iq.verinode.ai/compliance`. Below the hero panel (your Shield Score, critical exposures, and audits due) sits a horizontal row labeled **Take Action**. This…
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What this row is
Open Compliance from the sidebar at iq.verinode.ai/compliance. Below the hero panel (your Shield Score, critical exposures, and audits due) sits a horizontal row labeled Take Action. This is the row where Compliance asks something of you or hands you something to decide. Everything else on the page (Explore, Compliance frameworks, Most recent) is for reading your posture. Take Action is for doing something about it.
The row is not a fixed set of tiles. It assembles itself from up to five kinds of content, in a fixed left-to-right order, and each kind decides on its own whether it belongs on screen today:
- The agent activation tile (a standing invitation to talk to IQ)
- The SLA Compliance launch tile (your carrier scorecard)
- The Insurance launch tile (coverage and renewal tracking)
- The Unlock Compliance tile (what data is still missing)
- Your real decisions, or one of four empty-state cards if there are none yet
Tiles 1 and 4 retire themselves once you have done the thing they are asking for. Tiles 2 and 3 are permanent entry points into their respective tools. Only tile 5 changes shape based on what Verinode has actually found. The rest of this article walks through each one.
Note
Nothing in this row is Verinode deciding anything for you. It surfaces what it has found, in your own numbers wherever it has them, and leaves the call to you: which carrier to push on, which policy to renew, which finding to act on first.
1. Talk to IQ (the agent activation tile)
The first tile in the row is a dark, copper-toned cover tile with the Compliance glyph watermarked behind the text and an Ask IQ chip in the corner. Its label reads Start here, its headline reads Talk to IQ, and its subtitle reads: "I track where you're exposed, coverage walls, expiring COIs, and audit clocks."
Clicking it opens the AI Agent panel on the right side of the screen with the input already focused and a seed message from IQ, written in first person, that explains what it does and asks you to get it started:
"I'm IQ. I watch where you're exposed, carrier coverage walls, expiring COIs, audit clocks, regulations that shift on you mid-job. Right now I'm cold and not tracking anything yet. The fastest way to wake me up: forward your last broker email to your Verinode inbound address, or drop a COI in this thread. The moment one lands I'll start tracking expirations and ping you 60 days before any wall hits. What's most pressing for you right now, coverage you're worried about, or an audit you're prepping for?"
This tile is a one-time activation gesture, not a persistent shortcut to chat. Once you have engaged the compliance specialist (clicked the tile, or already have any conversation history anchored to the Compliance section from an earlier session), it disappears from the row for good. You do not need to reopen it to keep talking to IQ: the agent panel stays available from wherever you normally reach it.
2. SLA Compliance (launch tile)
The second tile is the SLA Compliance launch tile: dark cover, a small breathing "Live" dot in the top corner, the label SLA Compliance, and the subtitle Your carrier scorecard. Clicking it opens the SLA Compliance deck as a center overlay, with your sidebar and IQ still reachable behind it.
Inside, the Overview tab explains what it is for in plain terms: "See which carriers slow your cycle time." and why it matters: "Know who to push on. Verinode reads it straight from your inbox." Until carrier-response data has flowed in from your email, the Overview shows a labeled example scorecard (not your data) with the caption "This is an example. Your real numbers fill in from your email," alongside a preview of what will appear once it does:
- On-time acknowledgment, carrier by carrier
- Your cycle time vs the carrier median
The deck's call to action reads See my real scorecard. Two further tabs, Saved and History, are placeholders reserved for when this deck grows saved views and a change log.
3. Insurance (launch tile)
The third tile is the Insurance launch tile, same Live-dot treatment, labeled Insurance with the subtitle Track coverage and renewals. Clicking it opens the Insurance deck.
The Overview tab states the value plainly: "Never let a certificate lapse," because "A lapsed COI can stop a job cold. Add your policies once and I'll warn you before any expire." Before you have added anything, it shows an example scorecard (General liability: Active, Workers' comp: renewing in 20 days, Commercial auto: Active) captioned "Example coverage. Yours fills in as you add policies," with a preview of what appears once you do:
- Every policy with its expiration
- Early warnings before anything lapses
Two working tabs sit beside Overview:
- On file, a count badge showing how many policies you have added, each row listing the policy type (General liability, Workers' comp, Commercial auto, etc.) and its status: Active, Renews in N days (once a policy is inside its 60-day expiry window), or Expired.
- Add a policy, a form for adding a new policy record directly.
The deck's primary action, Add a policy, jumps straight to that tab. This is a genuine manual entry point: Verinode is not scraping your broker's system, you (or a forwarded broker email) are the source of truth here.
4. Unlock Compliance (the missing-data tile)
The fourth tile is the Unlock Compliance tile: a copper-bordered card that tracks, live, which of Compliance's two known data inputs you have supplied.
- Insurance COI, sourced from Certificate Of Insurance documents, unlocks expiry alerts and coverage-risk signals.
- Audit Records, sourced from audit notices and audit results, unlocks audit-finding tracking.
Because Compliance already has its own rich cold-start empty state (the four-state Decisions row below, see the next section), this tile stays hidden while you have zero data on file, so you are not shown two competing "add your first thing" prompts at once. It appears once you have supplied at least one of the two inputs but not both, headlined Deepen Compliance with the subtitle N Of 2 Sources In. Add The Rest. Each input row shows a green checkmark and "· in" once satisfied, or an open circle with the input's label and source tool while still missing. Once both inputs are present, the tile retires completely; the row is done asking you for compliance data.
The button at the bottom reads Add What's Missing (or Add Data on a fully cold section elsewhere on the platform) and opens the same document-capture modal as the header's Add Data button.
5. Your compliance decisions, or one of four empty states
The rest of the row is where your real, personalized decisions live once Verinode has found something worth flagging: exposures breaching, audits that need scheduling, regulations newly applicable to your state. Each decision renders as a decision tile with its own title, dollar impact where one applies, and a clear next step. The first decision renders larger (hero size) than the rest.
When there are no open decisions, the row shows exactly one of four empty-state cards, never more than one at a time, depending on why the row is empty:
A. No compliance data at all: "Get your compliance posture on the radar"
This is the state you see before any exposure, audit, or regulation record exists. The card reads:
"Get your compliance posture on the radar. Three quick moves and your first compliance decisions surface within minutes."
Below it, three numbered, clickable steps, each with a short hint:
- 1Upload your most recent COI or carrier-program audit. GL, WC, auto, umbrella COIs, or PSP / ASP / DRP audit reports.
- 2Forward an audit-notice or regulator email. Set up auto-forward so future audit notices land here automatically. Links to Connect.
- 3Paste a regulation update or compliance memo. State licensing, EPA, OSHA, anything that changes how you operate.
The footer under the steps reads "Exposure, audit, and regulation signals surface as your data lands." followed by the standing trust line about how your data is handled: encrypted under a key scoped to you, never sold to carriers, and never browsable or exportable by a Verinode employee.
B. Data exists, nothing left open: "All clear on your compliance posture"
Once you have worked through every signal Verinode has surfaced and none remain open, the card switches to a green-tinted success state:
"All clear on your compliance posture. You've worked through N signals. New audits, exposures, and regulation changes will surface here as they come up."
(N reflects however many signals you have resolved; it reads "1 signal" in the singular case.) This state means Compliance is not empty of activity, it means you are current with everything it has found so far.
C. Data exists, nothing resolved yet, nothing open yet: "Still learning your compliance posture"
If you have compliance records on file but Verinode has neither surfaced an open decision nor recorded any resolved signal yet, the card reads:
"Still learning your compliance posture. As the detector analyzes coverage, audit readiness, and state-level regulation applicability, top decisions will appear here."
This is a genuinely transient state: it means your documents have landed but the nightly detector hasn't run its analysis pass over them yet, or hasn't found anything actionable so far. It should resolve into either open decisions or the "All clear" state as more analysis passes complete.
D. Open decisions exist
When Verinode has real decisions to show you, none of the above cards render. You see actual decision tiles instead, per the standard pattern described in The Decision Workspace.
Heads up
While decisions are loading, the row briefly shows three pulsing placeholder tiles. That is a loading state, not an empty state, give it a moment before assuming there is nothing there.
How to read the row day to day
On a typical visit, scan left to right. The activation tile and the Unlock Compliance tile are both self-retiring nudges: once you see neither, it means you have both talked to IQ about Compliance and supplied both known data inputs (a COI and at least one audit record). The SLA Compliance and Insurance launch tiles are permanent: they are tools, not onboarding prompts, and you will use them repeatedly as carriers respond slowly or policies come up for renewal. The decisions (or their empty-state stand-in) are the part of the row that actually changes week to week, since they reflect what Verinode's compliance detector has found in your data most recently.
If you are new to Compliance, the fastest path from a blank row to a working one is: forward a broker email or drop a COI (wakes IQ and feeds Insurance), add your carrier-program or GL/WC/auto/umbrella policies in the Insurance deck, and forward any audit notice you get. All three actions retire the standing prompts and start populating the Explore row's Shield Score, Open Exposures, and Regulations tiles at the same time, described in Reading a benchmark.