Powerful features for insurance compliance

Everything you need to automate COI tracking, eliminate manual data entry, and stay compliant.

AI-Powered Document Parsing

Our Claude 3.7 Sonnet AI automatically extracts policy details, insured information, insurer data, coverage types, and limits from any COI format.

  • 98% extraction accuracy
  • Supports ACORD 25, 26, 28 forms
  • Handles custom COI formats
  • Automatic confidence scoring

Smart Expiration Alerts

Never miss a renewal deadline with automated alerts sent at 60, 30, and 15 days before policy expiration.

  • Customizable alert thresholds
  • Email notifications to primary contacts
  • Alert deduplication
  • Manual alert triggers available

Email Inbox Integration

Receive COIs directly via email. Our IMAP integration automatically processes attachments and links them to the right insureds.

  • Automatic email polling
  • Smart insured matching
  • Attachment extraction
  • 24/7 monitoring

Insured Portal

Give insureds secure access to upload documents, view policy status, and manage their compliance requirements.

  • Self-service document upload
  • Document checklist (W9, COI, etc.)
  • AI verification
  • Separate authentication

Policy Deduplication & Versioning

Automatically detect duplicate policies and renewals. Track policy changes over time with comprehensive versioning.

  • Smart duplicate detection
  • Automatic renewal matching
  • Policy change history
  • Version comparison

Hybrid Auto-Approval Workflow

High-confidence extractions (≥80%) are auto-approved. Low-confidence items go to a review queue for manual verification.

  • Reduces manual work by 80%
  • Review queue for edge cases
  • Manual override capability
  • Status tracking

Multi-Company Security

Bank-level security with Row Level Security (RLS) ensuring complete data isolation between companies.

  • Company-based multi-tenancy
  • Role-based access control
  • Admin, Manager, Broker, Readonly roles
  • Audit logging

Batch Upload

Upload multiple COI documents at once with drag-and-drop. Process hundreds of documents in minutes.

  • Drag-and-drop interface
  • Parallel processing
  • Progress tracking
  • Error handling

Smart Insured Matching

Fuzzy matching algorithm automatically links parsed COIs to existing insureds, even with slight name variations.

  • Handles DBA names
  • Address matching
  • Confidence scoring
  • Manual override option

Document Management

Centralized document storage with secure access controls. Track all submissions and their processing status.

  • Secure cloud storage
  • Version history
  • Status tracking
  • Easy retrieval

Real-time Processing

Documents are processed immediately upon upload or email receipt. Get instant feedback on parsing results.

  • Instant AI parsing
  • Real-time notifications
  • Live status updates
  • Immediate availability

Continuous Learning

Our AI improves over time by learning from manual corrections and review queue feedback.

  • Adaptive algorithms
  • Custom field extraction
  • Format recognition
  • Accuracy improvements

Ready to get started?

Join insurance professionals automating their COI tracking today.

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