AI COI Extraction
AI that reads COIs for you
Upload or email an ACORD 25 certificate and COISimple automatically extracts policy details, helping your team review vendor insurance faster.
How AI Extraction Works
From COI upload to compliance review in seconds
COISimple automatically processes uploaded or emailed certificates of insurance.
Workflow:
1️⃣ Vendor uploads or emails a COI
2️⃣ AI reads the ACORD certificate
3️⃣ Policy data is extracted automatically
4️⃣ Compliance is evaluated against your requirements
5️⃣ Your reviewer confirms the final status
This reduces the time spent reviewing vendor insurance documents.
What AI Extracts
- COISimple extracts key policy information commonly found on ACORD 25 certificates. Extracted data may include:
- Insured name
- Carrier information (where available)
- Policy numbers
- Effective and expiration dates
- Coverage limits (GL/Auto/WC/Umbrella/E&O/D&O/Cyber when present)
Benefits of AI Extraction
Reduce manual data entry
Policy details are automatically populated, minimizing manual typing and reducing review time.
Improve review efficiency
Your team can focus on verifying compliance rather than entering policy information.
Support faster vendor onboarding
Certificates can be processed quickly, helping teams approve compliant vendors sooner.
Maintain compliance records
All extracted data and review actions are stored in your vendor compliance history.
Review and Confirmation
- AI assists with extraction, but compliance decisions remain under your control. Your reviewer can:
- Confirm or edit extracted policy details
- Evaluate coverage against requirement templates
- Set compliance status (Compliant, Non-Compliant, Exception Granted, In Progress)
- Add internal notes for documentation
Audit History
- Every compliance decision and document review is recorded. Activity logs track:
- COI uploads or email submissions
- AI extraction activity
- Reviewer updates and compliance decisions
- Status changes over time
- This provides a clear audit trail for vendor compliance management.
When AI Extraction Helps Most
- AI extraction is especially useful for organizations that:
- Manage many vendors
- Receive frequent COI updates
- Need faster compliance reviews
- Want to reduce manual data entry