Product tour

See how COISoftware works in 3 minutes

Ten short steps from the first certificate to your own vendor dashboard. Press play and listen, or read the captions and click through at your own pace.

No need to schedule a call.

Step 1 of 10

Home page with the certificate upload area in the hero

Drop in one certificate

Start on the home page with a certificate you already have. PDF, scan or phone photo, no account needed.

Let's start with a certificate you already have. Drop a PDF, a scan or even a phone photo onto the home page. You do not need an account for this first try. In a few seconds you will see what is on that certificate, read the way a careful person would read it.

Upload screen with the drop zone for up to 50 files

Or upload a whole batch

Inside your account, drop up to 50 files at once, choose the reading model, and extract them together.

Once you have an account, you can drop up to fifty files at once. Pick the reading model, press Extract data, and the whole stack is processed together. That is how you load a vendor list that has been sitting in a shared folder or an inbox for years.

Extraction result with coverage lines beside the original certificate

The certificate is read for you

Insured, producer, certificate holder, policy numbers, effective and expiration dates, limits and endorsements, next to the original page.

Here is the result. Next to the original page you get the insured, the producer and the certificate holder. Every coverage line comes with its insurer, policy number, effective and expiration dates and its limits. Additional insured and waiver of subrogation are picked up too, so nobody has to retype a single field.

Compliance overview listing non-compliant vendors with their gaps

Checked against your requirements

Set your minimum limits and endorsements once. Every certificate is checked and each gap is listed in plain words.

You set your minimum limits and required endorsements once. After that, every certificate is checked against them. The overview lists exactly what is wrong, for example a limit below the minimum, a policy that has expired, or a missing waiver of subrogation. No more guessing which vendors are covered.

Vendor list with status and next expiration date

One list of every vendor

Each vendor has one record with a status and the next expiration date, so the people who are expired or deficient stand out.

Every vendor, subcontractor and tenant gets one record. The list shows a clear status and the next expiration date, so the expired and non compliant vendors are at the top and you can open any of them in one click.

Vendors page showing that automatic renewal reminders are on

Reminders before policies lapse

Renewal reminders go out at 60, 30 and 15 days before a policy expires, and again once it has expired, with a limit on how often a vendor is emailed.

Policies expire quietly, so the system watches the dates for you. Reminders go out sixty, thirty and fifteen days before a policy runs out, and again if it does expire. You also control how often a vendor can be emailed, so nobody gets flooded.

Vendor page with the Request certificate and Send deficiency notice buttons

Ask the vendor for a new certificate

Send a request with a personal upload link. The vendor uploads the new certificate without logging in and it lands on their record.

When a certificate is missing or out of date, press Request certificate. The vendor receives an email with a personal upload link, and they do not need to log in or create an account. The new certificate is read the moment it arrives and lands on that vendor's record. You can also send a deficiency notice that spells out what needs to be fixed.

Smart Reports screen and export options

Reports and exports

Smart Reports group coverage by type and normalize carrier names. Export vendor lists and certificate data to Excel or CSV.

When someone asks for a report, you already have it. Smart Reports group the coverage by type and clean up carrier names. And everything exports to Excel or CSV, on every plan, so it drops straight into the spreadsheets and systems you already use.

API documentation page with authentication instructions

API for your own software

On the Pro and Enterprise plans, send a certificate to the API and read the extracted result as JSON.

If you want certificates to flow in from your own software, the Pro and Enterprise plans include an API. Create a token, post a certificate, and read the extracted result back as structured data. The documentation is public, so your developers can read it before you decide.

Pricing page with the plans

Plans and price

Starter begins at $24 a month billed yearly. Larger vendor lists move up to Plus, Pro or Enterprise.

Pricing is on the page, no sales call needed. Starter begins at twenty four dollars a month when billed yearly, and larger vendor lists move up to Plus, Pro or Enterprise. The best next step is the simplest one: upload your own certificate and see what it finds.

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Try it on your own certificate See pricing

See what is on your certificate

Try it on your own certificate See pricing