E&O and Professional Liability COI Tracking

Upload a professional liability certificate below and see the fields in seconds. No account needed.

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Upload a professional liability certificate and see the result live, free and with no account. A free account is only needed to download the file.

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Read per claim limit, aggregate limit, retroactive date, claims-made basis, deductible, policy dates, insured services from a professional liability certificate with AI, from PDFs, scans and photos, and export it to Excel, CSV or JSON. Checked against your insurance requirements, no template setup.

Fields extracted

What COISoftware extracts from a Professional Liability Certificate

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

per claim limit
aggregate limit
retroactive date
claims-made basis
deductible
policy dates
insured services
Custom fields
How it works

How Professional Liability Certificate OCR works

Step 1

1. Upload your professional liability certificate

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 professional liability certificate data

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

Excel CSV JSON API
FAQ

Professional Liability Certificate OCR FAQ

Common questions about reading a professional liability certificate with AI.

What is Professional Liability Certificate OCR?

Professional Liability Certificate OCR uses AI to read a professional liability certificate, whether a PDF, scan or photo, and turn fields such as per claim limit, aggregate limit, retroactive date, claims-made basis, deductible, policy dates, insured services into structured data you can export to Excel, CSV or JSON.

Can I test it on my own professional liability certificate?

Yes. Upload a professional liability certificate to the demo on this page, no account needed. It is read with the certificate of insurance template, with no template setup.

Which fields can it extract from a professional liability certificate?

The fields listed on this page: per claim limit, aggregate limit, retroactive date, claims-made basis, deductible, policy dates, insured services. You can add your own fields in a custom template.

How do I export the extracted professional liability certificate 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 professional liability certificate 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.