Delegate Your Entire Certificate Workflow to AI

Leverage AI to instantly draft certificates from incoming COI request emails, eliminating manual data entry while giving your team final authority on every issuance.

How it Works

Inbox
1

COI Request: Project Alpha

From: subcontractor@build.com

Now
PDF
Sub_Agreement.pdf
Auto-Triggering Workflow
Processing...
1

COI Request Received by Email

COI Engine monitors your inbox so you don't have to. It instantly identifies priorities and analyzes requirements from any attachment.

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES
Waiver of Subrogation applies in favor of the
Certificate holder for General Liability, Auto
Liability, and Workers' Compensation
Validating Endorsements
94% CONFIDENCE
2

The "Magic"

Our AI dissects complex requirements and validates them against active policy data to engineer a flawless ACORD 25 in seconds.

Approve & Issue
3

One-Click Issuance

Approve drafts with a single click. The system generates, emails, and logs the entire transaction automatically.

Built on Intelligence and Trust

We've combined state-of-the-art agentic reasoning with enterprise-grade infrastructure to automate the impossible, keeping your data secure and your workflows flawless.

Proprietary Tech

Agentic Core

We've engineered a specialized Agentic AI model trained specifically to understand the deep nuances of the COI issuance process, navigating complex policy language with human-like reasoning.

Autonomy on Repeat

Our agents explore multiple validation paths simultaneously, ensuring every requirement is matched against your active policy library in milliseconds.

ACME Corp
Completed
Global Logistics
Verified
Stark Industries
Completed

Cloud-Native Security

Your data is isolated within a globally distributed, real-time encrypted document layer. We utilize multi-regional redundancy and enterprise-grade isolation to ensure zero-trust compliance at scale.

ACCURACY
LATENCY
COMPLIANCE
SECURITY
THROUGHPUT
Performance Metrics

Balance without compromise

Turning complex trade-offs into optimized solutions. Our model co-optimizes for strict compliance rules while maintaining the speed required for modern brokerage workflows.

99.9%Uptime
<2sExtraction
Seamless Compliance

Built for all agencies, and every Acord 25 Policy.

Bridge the gap between incoming certificate requests and final issuance. Our specialized reasoning engine handles the heavy lifting of reading complex contracts and mapping requirements to your policies, so your team stays in control without the manual overhead.

General Liability

Handle Primary & Non-contributory language, AI, & WOS while auto-extracting endorsement pages.

Workers Comp

Automate waivers of subrogation and state-specific limit validations.

Auto Liability

Manage coverage symbols and complex hired/non-owned auto endorsements.

Umbrella & Excess

Streamline excess layer validation and aggregate limit tracking for large schedules.

You made it. Nice.
Now, let's talk?

COI Engine Dashboard

Dashboard

Monitor certificate requests and policy renewals

+ Create Manual COI
7
In Progress
24
Generated Today
16
Hours Saved
COI Requests 3
Renewals 3
ClientAction
Acme CorpApprove
TechStart IncMatch
Global LogisticsApprove
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