Stop chasing expired insurance 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
Everything you need for COI compliance
Automated tracking, intelligent alerts, and AI-powered parsing in one 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.
How it works
Three simple steps to automate your COI tracking
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 control
Real-time Updates
Instant notifications when new COIs arrive
Smart Deduplication
Automatically detect renewals and duplicates
Team Collaboration
Invite team members with custom permissions
Ready to automate your COI tracking?
Join insurance professionals who have eliminated manual COI tracking.