Extract umbrella / excess certificate data with AI — each occurrence limit, aggregate limit, occurrence vs claims-made, deductible / retention, underlying policies, policy dates — from PDFs, scans and photos. Straight to Excel, CSV, JSON or your systems via API. No templates, no manual entry.
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Upload a umbrella / excess certificate and see the extraction live, free, no signup required.
Every field captured automatically, validated, and exported in a clean structure, regardless of layout or vendor.
Drop in a PDF, scan or photo, single file or a batch of thousands.
Our models read every field and table, validate them, and flag anything that needs review.
Download Excel, CSV or JSON, or push structured data into your systems via API.
One-click export, or connect COISoftware to the tools your team already uses.
Common questions about extracting umbrella / excess certificate data with AI.
Umbrella / Excess Certificate OCR uses AI to read a Umbrella / Excess Certificate document, whether a PDF, scan or photo, and extract structured data such as each occurrence limit, aggregate limit, occurrence vs claims-made, deductible / retention, underlying policies, policy dates into Excel, CSV, JSON or your systems via API.
Yes. COISoftware combines OCR with machine-learning models trained on millions of documents, so it reads scanned, photographed and native-PDF Umbrella / Excess Certificate files accurately, with no template setup required.
COISoftware captures the key fields, including each occurrence limit, aggregate limit, occurrence vs claims-made, deductible / retention, underlying policies, policy dates, plus any custom fields you define in your own extraction template.
Download the results as Excel (XLSX), CSV or JSON in one click, or pull them programmatically through the COISoftware API and webhooks into your accounting, ERP or RPA workflow.
Every document is encrypted in transit and at rest and processed under SOC 2 controls, with optional zero-retention purge after extraction. GDPR, HIPAA, SSO/SAML and audit logs are available on enterprise plans.
Start free, or talk to our team about a high-volume enterprise rollout.
