Automate Vendor COI Compliance — With AI
Collect vendor Certificate of Insurance (COIs) by email or secure upload.
COISimple automatically extracts policy data, checks compliance against your requirements, and tracks expirations in one simple dashboard.
Go from sign-up to your first compliance check in under 60 seconds.
✓ Email COI Upload
✓ AI Policy Extraction
✓ Automatic Compliance Check
Why COISimple
Stop the chaos of COI tracking.
Centralize vendor insurance documents
Collect COIs through email or secure upload and store everything in one dashboard.
Standardize insurance requirements
Use templates to define required coverages, limits, and endorsements.
Automate compliance reviews with AI
Policy data is extracted automatically and evaluated against your requirements.
Track expirations automatically
Receive alerts before vendor policies expire.
Maintain a complete audit trail
Track every request, upload, review, and compliance decision.
Replace Spreadsheet COI Tracking with Automation
See how COISimple simplifies vendor insurance compliance.
Without COISimple
Manual email requests to vendors
COIs stored across inboxes and folders
Coverage reviewed manually
Spreadsheets used to track expirations
Missed renewals create compliance risk
With COISimple
Send vendor requests with secure upload links
Vendors upload or email COIs directly
AI extracts policy data automatically
Compliance checked against your requirements
Automatic alerts for expiring policies
How it works
Vendor insurance compliance in seconds
Create a requirement template
Define required coverages, limits, endorsements, and carrier guidelines.
Request a COI from vendors
Send a request email with a secure upload link.
Vendor uploads COI or emails it directly
Vendors can upload through the portal or send certificates by email — no login required.
AI extracts policy data and checks compliance
Coverage details are automatically extracted and evaluated against your requirements.
Track status and expirations
See compliant, non-compliant, and expiring policies in one dashboard.
Feature Grid
Everything you need to manage vendor insurance
Vendor Portal Uploads
Vendors upload COIs securely without creating accounts.
Email COI Upload
Vendors can email certificates directly to your unique COISimple address. Documents are processed automatically.
Requirement Templates
Standardize coverage requirements across projects.
AI Policy Data Extraction
Automatically extract coverage details from ACORD 25 certificates.
Automatic Compliance Check
Instantly compare vendor coverage against your requirements.
Expiry Monitoring & Reminders
Automated alerts for expiring policies.
Audit Logs & Activity History
Track every action for accountability and compliance.
Reports & Exports
Export vendor insurance data for audits and reporting.
Who it’s for
Built for teams managing vendor risk
Contractors & subcontractors
Track insurance compliance across subcontractors and job sites.
Property managers & real estate teams
Ensure vendors maintain active insurance coverage.
IT & SaaS vendor management
Manage third-party vendor risk and compliance.
Commercial services & facilities
Track insurance coverage for service providers and contractors.