Upload a certificate of insurance below and see the fields in seconds. No account needed.
Upload your certificates of insurance
Drop files here or click to upload
Up to 50 files
Uploading...
No certificate on hand? Loading the sample certificate...
Upload a certificate of insurance and see the result live, free and with no account. A free account is only needed to download the file.
Read named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations from a certificate of insurance with AI, from PDFs, scans and photos, and export it to Excel, CSV or JSON. Checked against your insurance requirements, no template setup.
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.
Each field lands in its own column, next to the source document, so you can check and correct it before you export.
Drop in a PDF, scan or photo, one file or up to 50 at once.
Every field and table is read and shown next to the page it came from, so anything odd is easy to check.
Download Excel, CSV or JSON, or read the same data through the REST API on the Pro plan.
One-click export, or pull the same data through the REST API on the Pro plan.
Common questions about reading a certificate of insurance with AI.
Certificate of Insurance OCR uses AI to read a certificate of insurance, whether a PDF, scan or photo, and turn fields such as named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations into structured data you can export to Excel, CSV or JSON.
Yes. Upload a certificate of insurance to the demo on this page, no account needed. It is read with the certificate of insurance template, with no template setup.
The fields listed on this page: named insured, producer / agent, insurers & NAIC numbers, policy numbers, coverage limits, effective & expiration dates, certificate holder, description of operations. You can add your own fields in a custom template.
Download the results as Excel (XLSX), CSV or JSON in one click. On the Pro plan the same data is available through the REST API.
Every document is encrypted in transit and at rest.
Upload a certificate of insurance and see the limits, endorsements and expiry date it carries, no account needed. Plans start at $24 a month billed yearly.
No credit card required. New accounts start with a one-time demo of 10 documents.
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 certificate = 5 Base AI certificates. A certificate counts as one, whatever its page count.
| Base AI Faster | 2,500 certificates |
| Pro AI Best accuracy | 500 certificates |
Four times the monthly certificate allowance and four times the Smart Reports.
USD
per month
per month
$888 charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI certificate = 5 Base AI certificates. A certificate counts as one, whatever its page count.
| Base AI Faster | 10,000 certificates |
| Pro AI Best accuracy | 2,000 certificates |
The largest certificate allowances, API access and the most Smart Reports.
USD
per month
per month
$ charged today
Two separate monthly allowances, one per AI model. Certificates read with Base AI count only toward the Base AI allowance, and certificates read with Pro AI only toward the Pro AI allowance. A certificate counts as one, whatever its page count.
| Base AI Faster | certificates |
| Pro AI Best accuracy | certificates |
Double the Pro 350K allowances for the largest certificate programs.
USD
per month
$59,880 charged today
