Surface common policy details
Bring forward recognized coverages, effective and expiration dates, policy numbers, insured information, and common endorsement language from submitted evidence.
OCR-ASSISTED COI REVIEW
Find the insurance details that deserve human attention.
COIRoster uses local document analysis to surface common COI fields and organize them for review, reducing repetitive reading without turning software output into an automatic compliance decision.
Keep the source document nearby
Reviewers can compare extracted information with the original file instead of relying on OCR output alone.
Focus review time
Structured information helps a reviewer identify missing fields, unclear language, and possible requirement gaps more quickly than an unorganized inbox.
Preserve human control
OCR can misread documents and cannot interpret every policy condition. COIRoster requires a qualified person to approve or reject the evidence.
A PRACTICAL WORKFLOW
Upload, extract, compare, decide.
A contractor submits current evidence through a secure link. COIRoster analyzes the document and presents recognized information. The reviewer compares that information with project requirements and the source document, then records the final compliance decision.
OCR is assistance, not insurance advice
Certificates and endorsements vary in structure and quality. Extracted information should always be confirmed against the actual document, applicable contract requirements, and professional guidance when needed.
COMMON QUESTIONS
What teams should know about COI OCR.
Can OCR approve a certificate of insurance automatically?
No. OCR can recognize and organize common fields, but document quality, endorsements, exclusions, and project context still require qualified human review.
Which COI fields can be surfaced?
Common fields include named insured information, policy identifiers, effective and expiration dates, coverage types, limits, and recognizable endorsement language. Results vary with the source document.
What happens when extraction is uncertain?
The reviewer keeps access to the original file and confirms or corrects the information before making a compliance decision.
What is a certificate of insurance?
Learn what a COI summarizes and why supporting evidence may still be required.
Automatic renewal reminders
See how expiration milestones trigger organized contractor follow-up.
How to track subcontractor COIs
Build a repeatable process around collection, review, decisions, and renewals.
COI tracking for general contractors
Connect insurance evidence with projects, subcontractors, and review responsibilities.