Simple COI tracking. Powerful compliance.

Upload, track, and stay compliant - without spreadsheets.

Upload & Extract

Drop any COI and our AI does the rest.

AI-Powered Extraction

Upload any COI format and our AI extracts policy types, coverage limits, effective dates, expiration dates, and additional insured status in under 30 seconds.

Drag & Drop Upload

Upload PDFs, images (JPG, PNG), or ACORD 25 forms. Support for all common COI formats.

Vendor Upload Portal

Give vendors a unique link to upload their own certificates. No more chasing COIs by email.

Three-step COI upload flow: drag-and-drop upload, AI data extraction with 97% confidence, and compliance verification checklist — Upload a COI, our AI extracts the data, then automatically checks it against your requirements.

Track & Comply

Never miss an expiration or a coverage gap again.

Compliance Dashboard

See every vendor's compliance status at a glance. Green, yellow, red - no guessing.

Expiration Alerts

Automatic email alerts at 30, 14, and 7 days before a certificate expires. Never be surprised by a lapsed policy.

Requirement Templates

Define insurance requirements per vendor type. COI File checks each COI against your requirements automatically.

Team Access

Add your team so everyone sees the same dashboard. No more version conflicts in shared spreadsheets.

CSV Import/Export

Import your existing vendor list from any spreadsheet. Export compliance reports for auditors and property owners.

Audit Trail

Every upload, update, and expiration is logged. Full compliance history for audits and disputes.

Vendor compliance table showing 8 vendors with status badges - compliant, expiring soon, and expired — Every vendor's compliance status in one searchable, filterable table.

Stop Tracking COIs in Spreadsheets

Upload a certificate, see compliance status at a glance, and never let coverage lapse again.

Start Free See How It Works

No credit card required. Free for up to 5 vendors.