Insurance Binder OCR

Test the reader on a certificate of insurance below, no account needed.

Free demo: test it on a certificate of insurance

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your certificates of insurance

No certificate on hand? Loading the sample certificate...

The demo reads certificates of insurance. An insurance binder is read in your account with the ready-made Insurance Binder template. See plans

TLS encryption in transit
GDPR

Read binder number, insured, coverages bound, limits, effective date & expiration, conditions, producer from an insurance binder with AI, from PDFs, scans and photos, and export it to Excel, CSV or JSON. Uses the ready-made Insurance Binder template in your account.

Fields extracted

What COISoftware extracts from an Insurance Binder

Each field lands in its own column, next to the source document, so you can check and correct it before you export.

binder number
insured
coverages bound
limits
effective date & expiration
conditions
producer
Custom fields
How it works

How Insurance Binder OCR works

Step 1

1. Upload your insurance binder

Drop in a PDF, scan or photo, one file or up to 50 at once.

Step 2

2. AI reads the fields

Every field and table is read and shown next to the page it came from, so anything odd is easy to check.

Step 3

3. Export

Download Excel, CSV or JSON, or read the same data through the REST API on the Pro plan.

Export & integrations

Export insurance binder data

One-click export, or pull the same data through the REST API on the Pro plan.

Excel CSV JSON API
FAQ

Insurance Binder OCR FAQ

Common questions about reading an insurance binder with AI.

What is Insurance Binder OCR?

Insurance Binder OCR uses AI to read an insurance binder, whether a PDF, scan or photo, and turn fields such as binder number, insured, coverages bound, limits, effective date & expiration, conditions, producer into structured data you can export to Excel, CSV or JSON.

Can I test it on my own insurance binder?

Sign up and pick the ready-made "Insurance Binder" template when you upload. The free demo on this page reads certificates of insurance only, so use it to test a COI.

Which fields can it extract from an insurance binder?

The fields listed on this page: binder number, insured, coverages bound, limits, effective date & expiration, conditions, producer. You can add your own fields in a custom template.

How do I export the extracted insurance binder data?

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.

Is my insurance binder data secure?

Every document is encrypted in transit and at rest.

Check one of your certificates now

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.