Extract insurance policy data with AI, including policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule, from PDFs, scans and photos, then check it against your compliance requirements automatically. No templates, no manual entry.
Last updated July 2026
Upload your certificates of insurance
Drop files here or click to upload
Up to 50 files
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Upload a insurance policy and see the extraction live, free and with no account. A free account is only needed to download the file.
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 insurance policy data with AI.
Insurance Policy OCR uses AI to read a Insurance Policy document, whether a PDF, scan or photo, and extract structured data such as policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule 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 Insurance Policy files accurately, with no template setup required.
COISoftware captures the key fields, including policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule, 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
