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Feature 01

Certificates read and checked in about a minute

Vendors upload a certificate through a link — no account needed. The AI reads ACORD 25 and 28 forms and checks them against your project requirements. You make the final call.

COI scan — Crestview Mechanical LLC

General Liability — $1M / $2M

Expires Mar 14, 2027 · CG 20 10 found

Workers' Compensation — Statutory

Expires Mar 14, 2027

Umbrella — below requirement

$2M found, $5M required

Read in 58 seconds · awaiting your approval

Why it matters

What AI COI Verification does for you

~60s

typical certificate read time

No more retyping certificates

Limits, dates and policy numbers are pulled from the PDF straight into the vendor record.

Requirements checked line by line

Every coverage is compared to the rules you set per project, and gaps are listed in plain language.

Endorsement and exclusion checks

Missing additional-insured wording and excluded operations are flagged before you approve.

You stay in control

Nothing is approved automatically. A person reviews the read and signs off.

In the product

From PDF to a checked record

Every field is pulled out, then compared to your project's rules — gaps are explained in plain language.

ACORD 25 — fields extracted
InsurerHartwell Mutual Insurance Co.
Policy #GL-4471-2209
Each occurrence$1,000,000
General aggregate$2,000,000
EffectiveMar 14, 2026
ExpiresMar 14, 2027

Copperline Electric · read in 52 seconds

Requirement check — Meridian Crossing Tower

Additional insured — CG 20 10

Ongoing operations wording found

Additional insured — CG 20 37

Completed operations wording found

Waiver of subrogation

Not found on Workers' Comp policy

Exclusion flagged

Residential work excluded — project is mixed-use

Send deficiency noticeReview manually
What it checks

Documents and rules covered

ACORD 25 ACORD 28 General Liability limits Auto & Umbrella limits Workers' Comp CG 20 10 / CG 20 37 Waiver of Subrogation Policy exclusions

See it running on your own vendors

Start a free trial — sample data is included so you can see the full flow first.