Collect COIs via magic link, vet carriers with FMCSA data, and track expirations per policy line — built for limo networks and freight brokers without asking carriers to create accounts.
Running compliance is harder than ever
Scattered documents, disconnected carrier data, and manual follow-ups are slowing you down. It is time for a better way to vet before dispatch.
COIs scattered everywhere
Certificates live in email threads, shared drives, and desk drawers. Getting a clear compliance picture takes hours of manual chasing.
Dispatching without visibility
By the time you spot an expired policy or missing endorsement, a load may already be on the road. You need status before dispatch.
Renewals slip through the cracks
Your team spends more time following up on paperwork and context switching than running operations that actually move freight.
Everything you need, all in one place
Bolt COI brings together magic-link collection, AI-powered review, and FMCSA vetting so your team can work from one compliance workspace.
Collect
Magic link • W-9 upload
Send one-time upload links to carriers and affiliates — no accounts required.
Vet
AI parsing • FMCSA data
Extract ACORD fields with confidence scores and cross-check motor carrier filings.
Track
Alerts • Compliance reports
Monitor expirations, run collection campaigns, and export portfolio status on demand.
Work smarter, not harder
Say goodbye to scattered COIs and manual follow-ups. Bolt COI brings collection, review, and tracking together so you can focus on dispatch.
Portfolio at a glance
See compliant percentage, expiring policies, and non-compliant carriers in one action center. Filter by what needs attention today.
- Real-time compliance status across your roster
- Worst-case view per carrier before dispatch
- Filter by expiring, pending review, or non-compliant
- Export compliance reports (Starter+)
Plain-language deficiencies
When a COI fails review, Bolt COI generates clear deficiency messages carriers can act on — not insurance jargon.
- Auto-generated notes carriers understand
- Request re-upload with one click
- Track deficiency history per third party
- Reduce back-and-forth with brokers
Collection campaigns
Run renewal blasts and follow-up sequences to third parties who have not uploaded or whose policies are expiring soon.
- Scheduled expiration reminders by email (Starter+)
- Follow-up sequences for missing documents
- Campaign status per third party
- No carrier login required to respond
Upload via magic link
Send carriers and affiliates a one-time link — they upload COIs and W-9s from any device without creating an account.
- Scoped, time-limited upload tokens per third party
- Mobile-friendly flow for drivers and small operators
- COIs land directly in your review queue
- Works on every tier, including Free
Track expirations before they lapse
Monitor policy end dates across your roster — in-app on every tier, with automated email alerts and renewal magic links on Starter and above.
- In-app expiring and expired status on every tier
- Threshold emails at 90, 60, 30, 14, 7, 1, and 0 days (Starter+)
- Carriers receive scoped renewal magic links in alert emails
- Assign notification recipients in Settings
Built with security at the core
Your carrier documents and compliance data are protected with enterprise-grade controls — so you can focus on dispatch, not data risk.
Encrypted document storage
COIs and W-9s are encrypted in transit and at rest. Magic links are scoped, time-limited tokens — carriers never need an account.
Role-based access
Granular permissions ensure team members only see the portfolios and actions their role requires. Every operator action is audit-logged.
Compliance-ready controls
Human review queues, deficiency trails, and exportable reports give you a defensible record when auditors or clients ask questions.
Built for every kind of team
Whether you run a limo network, broker freight, or manage a growing carrier roster — Bolt COI adapts to how ground transportation teams actually work.
Limo networks
Track affiliate compliance, dispatch eligibility, and AB 1807 limits for California operations.
Freight brokers
Vet motor carriers with FMCSA data and worst-case compliance status across your entire roster.
Growing operators
Scale from 25 free third parties to hundreds with tiered plans, templates, and compliance reports.
Simple pricing that grows with you
Choose the plan that fits your roster. Cancel anytime through billing settings.
Free
For teams getting started with manual COI review.
- Up to 25 third parties
- 1 user seat (admin only)
- Magic-link COI upload
- Human review queue
- Compliance dashboard
- In-app expiration tracking
Starter
$49.17/mo billed annually — save $118
For growing rosters that need AI-powered review.
- Up to 75 third parties
- 2 user seats + team invites
- AI COI parsing
- Full Document Library
- Endorsement review
- Document templates
- Email expiration alerts
- Collection campaign sequences
- PDF/Excel compliance reports
Professional
$124.17/mo billed annually — save $298
For operators that need custom documents and higher limits.
- Up to 200 third parties
- Everything in Starter
- Custom document types
- 5 user seats
Business
$290.83/mo billed annually — save $698
For large rosters and bigger compliance teams.
- Up to 500 third parties
- Everything in Professional
- 15 user seats
Need the full breakdown? View full comparison on the pricing page
FAQ's
Still unsure? Here are answers to the most common questions.
Who is Bolt COI for?
Bolt COI is built for motor carriers, brokers, limo networks, and affiliate programs that need to collect certificates of insurance, track expiration, and vet third parties before dispatch — without forcing carriers to create accounts.
Can I start on the free tier?
Yes. Free includes up to 25 third parties, one admin seat, magic-link COI upload, human review, and in-app expiration tracking — no credit card required.
How does magic-link upload work?
You send carriers or affiliates a one-time, scoped link. They upload COIs and W-9s from any device — no account required. Documents land in your review queue with extracted ACORD fields on paid tiers.
How accurate is AI COI parsing?
Starter and above use AI-powered ACORD extraction with confidence scores per field. High-confidence documents can auto-approve; edge cases route to your human review queue.
What happens when a COI fails review?
Bolt COI generates plain-language deficiency notes carriers can act on. You can request a re-upload with one click and track deficiency history per third party.
What are collection campaigns?
Collection campaigns send renewal reminders and follow-up sequences to third parties who have not uploaded or whose policies are expiring soon. Carriers respond via magic link without logging in.
Do you integrate with FMCSA data?
Yes. For motor carrier workflows we pull FMCSA SAFER data to cross-check operating authority and insurance filings alongside uploaded certificates.
Can I cancel anytime?
Paid plans can be cancelled through billing settings. You keep access through the end of your billing period. Compliance report exports require Starter or above.
How is my data secured?
Documents are encrypted in transit and at rest. Magic links use scoped, time-limited tokens. Operator access is role-gated with audit logging, and MFA is available for accounts.
Ready to transform how you vet before dispatch?
Join operators who collect COIs faster, review with confidence, and track expirations without chasing carriers for logins.
No credit card required • Free tier for up to 25 third parties • Setup in minutes