Insurance & risk teams

COI Tracking for Insurance & Risk Teams

Streamline insurance workflows with intelligent ACORD and policy document extraction.

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

Key benefits

Faster Certificate Review

Reduce certificate of insurance review time from days to minutes by automating document intake and data extraction.

Enhanced Coverage Verification

Improve compliance decisions with comprehensive data extraction from ACORD certificates, endorsements, and policy declarations.

Improved Client Experience

Enhance vendor and client satisfaction with faster certificate turnaround, real-time status updates, and less paperwork.

Insurance use cases

Certificate Intake Automation

Automatically extract and validate data from ACORD 25 certificates, endorsements and supporting documents to accelerate certificate review.

  • Reduce certificate review time by up to 80%
  • Automatically detect incomplete or non-compliant certificates
  • Standardize data across carriers, brokers and certificate formats

Automated Coverage Verification

Extract critical data from certificates, endorsements and policy declarations to streamline coverage and compliance decisions.

  • Process complex certificate volumes in minutes instead of days
  • Ensure consistent application of coverage requirements
  • Identify missing endorsements and high-risk gaps

Expiration & Renewal Management

Simplify certificate administration by extracting and organizing coverage information, endorsements and expiration dates in a structured format.

  • Streamline certificate renewal and update processes
  • Track and compare coverage changes over time
  • Automatically generate renewal reminders with accurate information

Modernize your insurance operations

Accelerate certificate review, reduce coverage gaps, and enhance client satisfaction with our AI-powered COI tracking solution.

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