Extract certificate of insurance data with AI, including named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations, from PDFs, scans and photos, then check it against your compliance requirements automatically. No templates, no manual entry.
Last updated July 2026
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Upload a certificate of insurance and see the extraction live, free and with no account. A free account is only needed to download the file.
Certificate of insurance OCR uses AI to read a COI, most often an ACORD 25, and turn it into structured data you can verify and track. It captures the named insured, producer, insurers and NAIC numbers, policy numbers, coverage limits, effective and expiration dates, the certificate holder and the description of operations. COISoftware reads native PDFs, scans and photos with no template setup, then checks each certificate against your required limits and endorsements so a short limit or missing additional insured is flagged before a vendor is cleared.
Every field captured automatically, validated, and exported in a clean structure, regardless of layout or vendor.
Drop in a PDF, scan or photo, single file or a batch of thousands.
Our models read every field and table, validate them, and flag anything that needs review.
Download Excel, CSV or JSON, or push structured data into your systems via API.
One-click export, or connect COISoftware to the tools your team already uses.
Common questions about extracting certificate of insurance data with AI.
Certificate of Insurance OCR uses AI to read a Certificate of Insurance document, whether a PDF, scan or photo, and extract structured data such as named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations into Excel, CSV, JSON or your systems via API.
Yes. COISoftware combines OCR with machine-learning models, so it reads scanned, photographed and native-PDF Certificate of Insurance files accurately, with no template setup required.
COISoftware captures the key fields, including named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations, and checks them against the compliance requirements you set.
Download the results as Excel (XLSX), CSV or JSON in one click, or pull them programmatically through the COISoftware API and webhooks into your COI tracking dashboard or vendor compliance workflow.
Every document is encrypted in transit and at rest, and you control how long it is retained. A GDPR DPA, a BAA where required, SSO/SAML and audit logs are available on enterprise plans.
Start free, or talk to our team about a high-volume enterprise rollout.
No credit card required to start your free trial.
Start tracking vendor certificates of insurance and never miss an expiration.
USD
per month
per month
$288 charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale COI compliance across your whole team with automated reminders.
USD
per month
per month
$888 charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise‑grade COI tracking, security, and controls.
USD
per month
per month
$ charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
Custom workflows and deployment for AI automation at scale
