Turn Certificates of Insurance into Structured, Source-Verified Summaries
Why AI‑powered certificate of insurance extraction transforms compliance and risk management
Source‑Grounded Extraction
Every extracted field—named insured, policy number, coverage limit, effective date—is linked to the exact sentence in your original COI document. Click any field to see the source context—critical for audit and vendor compliance.
Structured Data Ready for Systems
Output is a clean JSON object with standard COI fields: named insured, certificate holder, insurers, policy numbers, coverage types, limits, effective dates, and special requirements. Directly import to compliance or vendor management systems.
Automatic Field Mapping & Validation
AI identifies and normalizes COI data even from varied formats—handling abbreviations, date formats, and coverage terminology. Reduces manual data entry and eliminates errors in vendor risk assessment.
How to extract certificate of insurance data in 4 steps
1. Upload your COI document
Upload certificate of insurance PDFs, Word documents, or scanned images (OCR supported). You can also paste COI data directly.
2. AI scans for COI data fields
Our AI detects named insured, certificate holder, insurer names, policy numbers, coverage types, limits, effective and expiration dates, and any special requirements—using natural language understanding tailored to COI language.
3. Review and verify each field
The generated JSON summary displays each field with a 'source' button. Click it to highlight the original sentence in your document—ensuring full traceability for compliance and quality assurance.
4. Export and integrate
Export as JSON, CSV, or Excel. Directly integrate with vendor compliance platforms via API, or copy the structured summary into your workflow.
Built for accuracy, auditability, and efficiency in certificate management
Extract from diverse COI formats
Handles different layouts, carrier-specific wording, and scanned images. AI reliably extracts structured fields even from inconsistent or poorly formatted certificates.
Source verification at the field level
Each field—from policy number to coverage limit—can be traced back to the original text. Disagree with an extraction? See the exact words that triggered it.
Interactive highlighting in source document
Click any field in the JSON summary and instantly jump to the corresponding segment in your COI—perfect for audits, compliance checks, and vendor reviews.
Human‑in‑the‑loop refinement
AI suggests fields, but you remain in control. Edit, add, or remove fields before finalizing the summary. Merge duplicate entries or correct misinterpreted data with ease.
AI COI Extractor vs Manual Certificate Review
Manual Review
- • Hours of reading certificates
- • Prone to missed or misread fields
- • No traceability to source
- • Spreadsheet errors and inconsistency
Gentables AI COI Extractor
- ✓ Summary generated in minutes
- ✓ Captures every key field accurately
- ✓ Source‑grounded verification
- ✓ Standardized JSON ready for systems
Who benefits from AI‑extracted certificate of insurance summaries?
Risk & Compliance Managers
• Streamline vendor insurance verification
• Ensure coverage meets contractual requirements
• Maintain audit‑ready COI records
Procurement & Vendor Management
• Quickly assess vendor insurance compliance
• Track policy renewals and expirations
• Reduce manual data entry and errors
Insurance Brokers & Agents
• Summarize COIs for clients
• Identify coverage gaps or discrepancies
• Improve service with structured data
Frequently Asked Questions about AI Certificate of Insurance Extractor
Stop manual COI data entry. Summarize with confidence.
