Stop chasing expired policies
AI-powered COI tracking that automates compliance, alerts you before policies expire, and keeps your business protected.
98%
Accuracy
10x
Faster
24/7
Monitoring
Upload
AI Process
Auto-Approve
Alert
From document upload to automated alerts—all in seconds
Everything you need for COI compliance
Automated tracking, intelligent alerts, and AI-powered parsing in one seamless platform.
AI-Powered Parsing
Upload COIs and let AI extract policy details, insureds, and coverage limits automatically.
Smart Alerts
Get notified 60, 30, and 15 days before policies expire. Never miss a renewal deadline.
Email Integration
Receive COIs directly via email. We automatically process and track them for you.
Insured Portal
Give insureds secure access to upload documents and view their policy status.
Three simple steps
Get started in minutes and automate your COI tracking workflow
Upload COIs
Drag and drop COI documents or receive them via email. Batch upload supported.
AI Extracts Data
Our AI reads each COI and extracts policy details, dates, and coverage limits.
Get Alerts
Receive automatic alerts before policies expire. Stay compliant effortlessly.
Built for insurance compliance teams
Save time, reduce risk, and never miss an expiration deadline again.
Eliminate manual tracking
No more spreadsheets or filing cabinets
Reduce compliance risk
Automated alerts ensure nothing slips through
Save 10+ hours per week
Let AI do the data entry for you
Multi-company support
Secure tenant isolation for brokers and agencies
Secure & Compliant
Bank-level security with role-based access
Real-time Updates
Instant notifications when COIs arrive
Smart Deduplication
Auto-detect renewals and duplicates
Team Collaboration
Invite team members with permissions
Ready to automate your COI tracking?
Join insurance professionals who have eliminated manual COI tracking and reduced compliance risk.