Extract umbrella / excess certificate data with AI, including each occurrence limit, aggregate limit, occurrence vs claims-made, deductible / retention, underlying policies, policy dates, from PDFs, scans and photos, then check it against your compliance requirements automatically. No templates, no manual entry.
Last updated July 2026
Upload your certificates of insurance
Drop files here or click to upload
Up to 50 files
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Upload a umbrella / excess certificate and see the extraction live, free and with no account. A free account is only needed to download the file.
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, 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, and checks them against the compliance requirements you set.
Download the results as Excel (XLSX), CSV or JSON in one click, or pull them programmatically through the COISoftware API into your COI tracking dashboard or vendor compliance workflow.
Every document is encrypted in transit and at rest, and working copies of uploaded files are deleted after seven days. A GDPR data processing agreement and a BAA where required are available on enterprise plans.
Start free, or talk to our team about a high-volume enterprise rollout.
No credit card required. New accounts start with a one-time demo of 10 documents.
Start tracking vendor certificates of insurance and never miss an expiration.
USD
per month
per month
$288 charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
More pages each month, bulk upload, and your own coverage requirement rules.
USD
per month
per month
$888 charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise‑grade COI tracking, security, and controls.
USD
per month
per month
$ charged today
One shared monthly allowance. Spend it on either model, or mix: 1 Pro AI page = 5 Base AI pages.
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
Custom workflows and deployment for AI automation at scale
