How COI File Works

Three steps. Under two minutes per COI. No training needed.

1

Upload a Certificate of Insurance

Drag and drop any certificate of insurance - PDF, image (JPG, PNG), or ACORD 25 form. Our AI extracts the key data in under 30 seconds: policy types, coverage limits, effective dates, expiration dates, and additional insured status.

Or let your vendors upload their own certificates via the Vendor Upload Portal. No more chasing COIs by email.

2

See Compliance Status at a Glance

Your dashboard shows every vendor's compliance status instantly. Green = compliant. Yellow = expiring soon. Red = expired or non-compliant. No more digging through spreadsheets.

COI File automatically checks each COI against your requirement templates - coverage limits, additional insured, waiver of subrogation, and more.

3

Get Alerts Before Insurance Expires

COI File sends automatic email alerts at 30, 14, and 7 days before a certificate expires. Both you and your vendor get notified. No more surprise lapses.

Need proof for an audit? Generate a compliance report with one click.

app.coifile.com
COI File three-step process: upload a PDF, AI extracts key data fields with 97% confidence, then checks compliance against your requirements
Three steps from PDF to compliance - no manual data entry required.

From spreadsheet to dashboard in under 5 minutes

5 min

Setup time. No demo call, no onboarding.

<2 min

Per COI upload and verification.

0

COIs that slip through the cracks.

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.