Insurance Policy Data Extraction

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

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The demo reads certificates of insurance. An insurance policy is read in your account with the ready-made Insurance Policy Declarations Page template. See plans

TLS encryption in transit
GDPR

Read policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule from an insurance policy with AI, from PDFs, scans and photos, and export it to Excel, CSV or JSON. Uses the ready-made Insurance Policy Declarations Page template in your account.

Fields extracted

What COISoftware extracts from an Insurance Policy

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

policy number
named insured
coverage forms
limits & deductibles
premium
policy term
endorsement schedule
Custom fields
How it works

How Insurance Policy OCR works

Step 1

1. Upload your insurance policy

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 policy data

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

Excel CSV JSON API
FAQ

Insurance Policy OCR FAQ

Common questions about reading an insurance policy with AI.

What is Insurance Policy OCR?

Insurance Policy OCR uses AI to read an insurance policy, whether a PDF, scan or photo, and turn fields such as policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule into structured data you can export to Excel, CSV or JSON.

Can I test it on my own insurance policy?

Sign up and pick the ready-made "Insurance Policy Declarations Page" 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 policy?

The fields listed on this page: policy number, named insured, coverage forms, limits & deductibles, premium, policy term, endorsement schedule. You can add your own fields in a custom template.

How do I export the extracted insurance policy 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 policy 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.