Product - COI Review

Audit any COI in 30 seconds. Even the one your vendor just emailed you.

Parse any ACORD 25, validate against your requirements, and prove vendor compliance — even when it arrives as a PDF buried in someone's inbox. Drop a file in, get structured data out.

What it does

Validate, monitor, prove.

Three capabilities. Every vendor compliance program needs them; most teams hand-roll them in spreadsheets.

Parse any ACORD form

Drop in a PDF or JPG. Get structured coverage data: named insured, limits, additional insured, dates, waivers, endorsements.

Validate against requirements

Set your minimum limits, required coverage lines, AI wording, and waiver clauses. Every COI scores automatically against your rules.

Renewal monitoring

Coverage expiration tracked per vendor. Alerts before things lapse by Slack, email, or webhook into your VMS.

ACORD parsing

Any ACORD form, parsed in 30 seconds.

The model ingests ACORD 25, 27, 28, 30, and broker-custom variants. Fields come out structured - limits as numbers, dates as ISO timestamps, AI as named entities. No OCR cleanup, no manual review queue.

Submit by API, by upload widget, or by forwarding the broker's email directly to a dedicated address.

View parser docs ->
Requirements builder

Build your rules once. Apply them to every COI.

Procurement, legal, and risk teams configure required coverage lines and minimum limits in a no-code UI. Add waiver-of-subrogation and primary-and-non-contributory wording requirements per vendor class.

Every COI scores against your rules. The audit log shows which rule passed, which failed, and what the broker needs to fix.

See the rule library ->
Bulk audit

Audit your entire vendor list in one pass.

Run the rules across every COI on file. The audit grid shows which vendors are compliant, which need broker follow-up, and which are missing critical coverage.

Export the results to your VMS, send a digest to procurement, or open remediation tasks per vendor.

See export options ->
Renewal tracking

Catch lapses before they cost you.

The system tracks expiration per vendor and per coverage line. Alerts fire 60, 30, and 7 days before lapse - by Slack, email, or webhook into your vendor management system.

When a renewal COI lands, it parses automatically and re-validates against your rules.

See alert channels ->
Trusted by

The teams that staff, dispatch, and pay contractors.

Wieden+KennedyBBDODDBGolin KetchumOctagonCreatorIQ
FAQ

Common questions before rollout.

ACORD 25, 27, 28, 30, plus broker-custom variants that follow common certificate layouts.

You define required lines, limits, additional insured wording, waivers, and vendor classes once, then score every incoming COI against those rules.

Yes. Submit COIs by API, upload widget, email forwarding, or webhook-driven workflows.

The parser can extract many non-standard certificates, then flag fields that need review when confidence is low.

Alerts can go to Slack, email, webhook, or downstream vendor management systems.

Stop chasing COIs by email. Stop validating them in spreadsheets.

Drop in a sample COI and see the structured output, or book a 15-minute demo with our solutions team.