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COI Tracking & Compliance Blog

Practical guides on certificate of insurance tracking, ACORD 25 review, endorsements, and vendor compliance.

June 23, 2026 • 9 min read

What Is an ACORD 25 Form? A Certificate of Insurance Guide

An ACORD 25 is the standard certificate of liability insurance. Here is what each box means and how to read and verify one, line by line.

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June 14, 2026 • 5 min read

Additional Insured Endorsements: What They Are and Why Contracts Require Them

What an additional insured endorsement is, why your vendor and lease contracts require one, and how to confirm a certificate actually includes it.

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June 14, 2026 • 8 min read

Track Certificates of Insurance: A Practical COI Compliance Guide

To track certificates of insurance: centralize every COI, verify it against your contract requirements, and automate renewal reminders before each expires.

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Starter plan

Start tracking vendor certificates of insurance and never miss an expiration.

$49 $24

USD

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  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster 2,500 pages
    Pro AI Best accuracy 500 pages
  • Up to 25 pages per document
  • AI-powered visual OCR for scanned documents
  • Support for multi‑page certificates & endorsement schedules
  • Excel XLSX/CSV export
  • 5 AI Smart Reports / month
  • Single seat
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Plus plan

Scale COI compliance across your whole team with automated reminders.

$149 $74

USD

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Everything in Starter and:

  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster 10,000 pages
    Pro AI Best accuracy 2,000 pages
  • Unlimited pages per document
  • Bulk upload up to 50 files at once
  • Define your own extraction templates, custom tables
  • Categorization & vendor/carrier normalization
  • QBO (QuickBooks) export
  • 20 AI Smart Reports / month
  • Compliance Reports (coverage analytics)
  • Dedicated support channel
  • Up to 3 seats

Pro plan

Enterprise‑grade COI tracking, security, and controls.

$ $

USD

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Everything in Plus and:

  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster pages
    Pro AI Best accuracy pages
  • Unlimited pages per document
  • Bulk upload up to 50 files at once
  • AI Smart Reports / month
  • API access
  • Up to 5 seats

Enterprise plan

Custom workflows and deployment for AI automation at scale

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Everything in Pro and:

  • Dedicated account manager
  • Unlimited AI Smart Reports
  • Custom integrations
  • SSO / SAML
  • Custom processing pipelines
  • Role‑based access control
  • Custom AI models
  • Unlimited seats
  • Data Processing Agreements (DPA)

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AI-powered certificate of insurance tracking. Collect COIs, extract ACORD data, verify coverage and endorsements, and track every expiration, securely and accurately.

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