Magic-link collection
Send carriers and affiliates a scoped upload link — no account required. COIs and W-9s land directly in your review queue.
Bolt COI replaces email attachments and shared drives with a single intake link per carrier or affiliate. Each magic link is scoped to one third party and expires on a schedule you control.
Uploaders never create an account. They open the link on any device, attach their COI or W-9, and submit. Documents route straight into your organization's review queue with the correct third-party association.
Highlights
- Scoped, time-limited tokens per third party
- Mobile-friendly flow for drivers and small operators
- COI and W-9 slots in one intake flow
- Available on every tier, including Free
Related features
Collection campaigns
Run renewal blasts and follow-up sequences for third parties who have not uploaded or whose policies are expiring soon.
ReviewAI COI review
Extract ACORD fields with confidence scores, route edge cases to human review, and send plain-language deficiency notes when certificates fail.
WorkspaceDocument Library
Activate platform document types — COIs, W-9s, endorsements, operating authority, MCS-90, and more — alongside custom definitions on Professional and above.
Ready to get started?
Start free with magic-link collection and the compliance dashboard.