COIs in. Tracking spreadsheet out.
Drop the certificates - forms, faxes, carrier letters - and get one tracker with every expiration flagged. Free, no signup.
Compliance board
Drop the whole COI folder - checking starts right away
ACORD-style forms, faxes, and carrier letters. Up to 200MB per file.
No certificates at hand?
Clean certificate form
Dense grid layout, one coverage expired
Faxed certificate
Grainy fax scan, all coverages active
Carrier letter
Non-form certificate in prose
Sixty certificates, one question: who is expired?
The job is never one certificate - it is the folder of sixty, in whatever shape each agent sent.
Property managers
Vendor onboarding and the annual re-check: who lapsed, who renamed the holder, whose umbrella quietly dropped.
GCs and construction compliance
Before mobilization, every sub's certificate against the contract: limits, additional insured, waiver of subrogation.
Franchise and risk managers
The yearly COI audit across locations - one tracker, one renewal calendar, no re-keying.
Fictional samples, free to reuse: Clean certificate form (PDF) · Faxed certificate (PDF) · Carrier letter (PDF)
Checkboxes are data too
Additional insured and waiver of subrogation live in checkboxes, not text. The marks are read off the form - faxes included - and land in the tracker as explicit yes/no columns.
Insured
Coverage
Carrier
Policy #
Effective
Expiration
Each Occ.
Aggregate
Addl Insd
Waiver
Status
From the blog
Vendor paperwork is a matching problem
COIs and vendor quotes, with screenshots.
Read the postQuestions compliance and PM teams ask
Yes. The OCR layer is built for faxes and scans, and checkbox marks - additional insured, waiver of subrogation - are read from the form itself, not guessed.
Carrier letters and non-standard certificates read fine - there are no per-form templates. The extraction reads whatever layout arrives and maps it to the same tracker columns.
Every coverage line is compared to today: expired dates flag red, anything within 30 days flags amber, and the renewal-calendar sheet sorts everything by expiration so the next lapses are at the top.
Yes - a DocuPipe workflow runs this extraction on every COI a vendor emails in and keeps your tracker current.
Files are transferred encrypted and processed on SOC 2 and ISO 27001 certified, HIPAA compliant infrastructure, and they are never used to train models. Processing is automated end to end.
Run it at scale
Tracking COIs across hundreds of vendors?
DocuPipe runs this on every certificate that arrives and keeps one tracker current across hundreds of vendors.
Free tier included. Takes about a minute to set up.
SOC 2 certified · ISO 27001 · HIPAA compliant · Encrypted in transit and at rest · Never used to train models