Finance & lending

COI Tracking for Finance Teams

Verify borrower and vendor insurance coverage automatically and keep every certificate compliant.

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Plans from $49 per month. No credit card required for the trial.

Key benefits

Faster Verification

Review certificates of insurance without re-keying them, so the time goes into exceptions rather than data entry.

Enhanced Accuracy

Reduce errors with advanced AI that reads coverage limits, endorsements and dates off each ACORD 25 with high accuracy, minimizing costly compliance gaps.

Scalable Solution

Easily scale to track thousands of vendor and borrower certificates as your portfolio grows, without additional staffing costs.

Finance use cases

Borrower & Vendor COI Verification

Automatically read insureds, carriers, coverage limits, endorsements and expiration dates off every certificate of insurance with high accuracy.

  • Verify thousands of certificates with no manual data entry
  • Seamlessly integrate with your loan and vendor systems
  • Reduce compliance review costs by up to 80%

Coverage & Requirement Checks

Check each certificate against your required liability, auto, umbrella and workers comp limits, and confirm the right additional insured and waiver endorsements are attached.

  • Automatically flag limits that fall short of the contract
  • Confirm additional insured and waiver of subrogation wording
  • Export structured compliance data for audit and reporting

Expiration Tracking & Renewals

Automate the tedious job of chasing renewals by tracking every effective and expiration date and sending reminders before coverage lapses.

  • Track certificates from multiple vendors and borrowers
  • Automatically send renewal reminders before coverage lapses
  • Flag expired or non-compliant certificates for review

Keep every vendor and borrower compliant

Reduce cost, improve accuracy, and accelerate your compliance operations with AI-powered COI tracking and certificate verification.

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