AI COI review
Extract ACORD fields with confidence scores, route edge cases to human review, and send plain-language deficiency notes when certificates fail.
Starter and above unlock AI-powered parsing of certificates of insurance. Each extracted limit, date, and named insured carries a confidence score so your team knows what to trust at a glance.
When a COI fails requirements, Bolt COI generates deficiency messages carriers can act on — not insurance jargon. Request a re-upload with one click and keep a full history per third party.
Highlights
- ACORD 25 field extraction with confidence scores
- High-confidence documents can auto-approve on Starter+
- Human review queue for edge cases
- Plain-language deficiency notes and re-upload requests
Related features
Magic-link collection
Send carriers and affiliates a scoped upload link — no account required. COIs and W-9s land directly in your review queue.
WorkspaceDocument Library
Activate platform document types — COIs, W-9s, endorsements, operating authority, MCS-90, and more — alongside custom definitions on Professional and above.
MonitoringExpiration tracking & alerts
Monitor policy end dates across your roster — in-app on every tier, with automated email alerts and renewal magic links on Starter and above.
Ready to get started?
Start free with magic-link collection and the compliance dashboard.