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.
Automatic renewal reminders
See how expiration milestones trigger organized contractor follow-up.
COI tracking for general contractors
Connect insurance evidence with projects, subcontractors, and review responsibilities.