Automated certificate compliance. From receipt to renewal.
Upload ACORD certificates and let AI extract every detail, check compliance against your requirements, and track expirations automatically. No more spreadsheets. No more missed renewals.
Certificate tracking shouldn't be a full-time job
Agencies managing hundreds of vendor certificates spend countless hours on manual data entry, compliance checking, and chasing renewals.
15 min
Average time to manually process one certificate
34%
Of certificates have compliance issues when first received
12%
Of certificates expire without renewal each quarter
ACORD form extraction powered by AI
Our AI reads ACORD certificates like an experienced CSR -- extracting every field accurately, even from scanned or low-quality documents.
ACORD 25
Certificate of Liability Insurance
Extracts general liability, auto, umbrella, and workers comp coverage details, limits, and endorsement information.
ACORD 28
Evidence of Commercial Property Insurance
Captures property coverage details including building values, BPP, business income, and special conditions.
ACORD 27
Evidence of Property Insurance
Processes personal and dwelling property evidence forms with coverage amounts and mortgage information.
ACORD 24
Certificate of Property Insurance
Extracts property certificate data including locations, coverages, perils, and certificate holder information.
Plus support for non-standard certificates, endorsement pages, and carrier-specific formats.
Automatic compliance verification
Define your requirements once. Every certificate is instantly checked against them -- no manual comparison needed.
Coverage Type Verification
Confirms required coverage types (GL, Auto, WC, Umbrella, Professional) are present on the certificate.
Limits Adequacy
Validates that each coverage meets or exceeds your minimum required limits for the specific contract or relationship.
Additional Insured Status
Checks for additional insured endorsements, blanket AI status, and proper naming conventions.
Waiver of Subrogation
Verifies waiver of subrogation endorsements are in place where required by contract.
Certificate Holder Accuracy
Ensures the certificate holder name, address, and entity type match your requirements exactly.
Date Validation
Confirms all policies are currently active with effective and expiration dates that cover the required period.
Never miss an expiring certificate again
Automated alerts, vendor self-service, and a real-time compliance dashboard keep your entire portfolio current.
Automated Expiration Alerts
Get notified 60, 30, and 14 days before a certificate expires. Customize alert timelines per vendor or contract.
Vendor Self-Service Portal
Give vendors a portal to upload their own updated certificates. Reduces back-and-forth emails by 80%.
Compliance Dashboard
Real-time overview of all certificates by status: compliant, expiring soon, expired, or non-compliant.
Automated Follow-Up
System automatically sends renewal reminders to vendors and escalates to your team when deadlines are missed.
End-to-end certificate management
From the moment a certificate arrives to renewal and beyond, every step is automated, tracked, and auditable.
- Receive certificates via email, upload, or vendor portal
- AI extracts all data in under 2 seconds
- Compliance engine checks against your stored requirements
- Non-compliant items flagged with specific deficiencies
- Automated notifications sent to vendors for corrections
- Expiration tracking with multi-stage alert timeline
- Full audit trail for every certificate interaction
- Reporting dashboards for compliance metrics
COI Manager Dashboard