Pricing that scales with your vendor COI volume

Plans in USD, billed monthly or yearly. Pick the certificate volume that matches your vendor list.

No credit card required. New accounts start with a one-time demo of 10 documents.

Starter plan

Start tracking vendor certificates of insurance and never miss an expiration.

$49 $24

USD

$288 charged today

  • Certificates per month by AI model

    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
  • Any length: a certificate counts as one, whatever its page count
  • Bulk upload up to 50 files at once
  • Define your own coverage & endorsement requirement rules
  • Compliance Reports (coverage analytics)
  • 5 Smart Reports per month (categorization & carrier normalization)
  • AI-powered visual OCR for scanned documents
  • Support for multi‑page certificates & endorsement schedules
  • Excel XLSX/CSV export
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Plus plan

Four times the monthly certificate allowance and four times the Smart Reports.

$149 $74

USD

$888 charged today

Everything in Starter, plus

  • Certificates per month by AI model

    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
  • 20 Smart Reports per month (categorization & carrier normalization)

Pro plan

The largest certificate allowances, API access and the most Smart Reports.

$ $

USD

$ charged today

Everything in Plus, plus

  • Certificates per month by AI model

    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
  • Smart Reports per month
  • API access

Enterprise plan

Double the Pro 350K allowances for the largest certificate programs.

$9,980 $4,990

USD

per month

$59,880 charged today

  • Everything in Pro, including API access
  • 700,000 Base AI and 160,000 Pro AI certificates per month
  • 1,000 Smart Reports per month
  • Card checkout, invoices in your account

Not sure which plan? Check a certificate first.

Upload a COI you already have and see the limits, endorsements and expiry date it carries, before you create an account.

Pricing questions

Can I try it before I pay?

Yes. Upload a certificate to the demo on the home page with no account. After a free signup you get a one-time demo of 10 documents; demo exports carry a watermark.

What counts as one certificate?

One uploaded certificate counts as one, whatever its page count, including the endorsement pages attached to it.

How much do I save with yearly billing?

Yearly billing is half the monthly price: Starter is $24 a month billed yearly ($288) instead of $49 month to month, and Plus is $74 a month billed yearly ($888) instead of $149.

Can I cancel any time?

Yes. Cancel from Manage subscription in your account. The plan keeps working until the end of the period you already paid for, and it does not renew.

Do my vendors pay anything or need an account?

No. Vendors upload their certificate through a link you send them, with no login and no fee.

Is there an API?

Yes, on the Pro plan. You can post a certificate and read the result as JSON. Every plan can export to Excel (XLSX) and CSV.

What if I need more than the Pro plan?

Choose Enterprise: $9,980 a month, or $4,990 a month billed yearly ($59,880 a year). It doubles the Pro 350K allowances to 700,000 Base AI and 160,000 Pro AI certificates and 1,000 Smart Reports a month, with API access. You buy it on this page like any other plan.

Every certificate is read the same way: insured, carriers, policy numbers, limits, dates and endorsements, checked against your requirement set the moment it lands.
How COISoftware reviews a certificate
ACORD 25, carrier certificates and endorsement schedules