01
Bring the paperwork together.
Collect ACORD 25 certificates through a direct upload or a simple vendor link. Start with the PDFs you already have.
Automated COI screening
Vendor insurance,
without the chasing.
Collect certificates, catch coverage gaps, and stay ahead of renewals. One clear workspace for the paperwork, so you can focus on the work.
For property managers, HOA teams, and general contractors.
Meet your calmer workday
Everything in view.
Your vendors, their certificates, and what needs attention.
20Criteria Matched
3Discrepancy Detected
1Needs Review
| Vendor | COI status | Renewal |
|---|---|---|
| Discrepancy Detected | In 28 days | |
| Criteria Matched | In 94 days | |
| Criteria Matched | In 156 days |
Against your selected requirements
Automated Extraction Summary
Northline HVAC
Main portfolio · Sample certificate
Discrepancy Detected!
General Liability$1M each occurrence · $2M required
p. 1Workers’ CompensationCoverage dates match your criteria
p. 1Additional InsuredEntity name found on attached page
p. 1Automated optical extraction. Final verification of policy endorsements remains the responsibility of the certificate holder.
One linkfor vendors and brokers
Your criteriachecked against every certificate
Five touchesto keep renewals moving
Less back-and-forth.
More getting on with it.
A certificate in your inbox is just the beginning. COIScreen connects the steps that usually fall back on you.
02
See what needs attention.
Compare limits, dates, and endorsement pages with your requirements. Get specific discrepancies with page references.
03
Let the next step happen.
Request revisions from the broker and schedule renewal reminders. Keep the trail in one place as documents change.
Built for the work behind the paperwork.
Your requirement template
General Liability$2M / $4M
Auto Liability$1M
Additional InsuredRequired
Your requirements. Clearly defined.
Use a built-in benchmark, create a custom template, or extract insurance requirements from a lease on Business.
How requirement checks workPayment-hold export
Northline HVACHold
Evergreen GroundsClear
Brightside CleaningClear
A clearer hand-off to accounting.
Keep COI and W-9 payment-hold information close to the people who need it. Business includes CSV exports, live spreadsheet feeds, and webhooks.
Explore payment-hold exportsDifferent responsibilities.
One clearer workday.
Simple plans. Clear limits.
Start with a handful of vendors. Add automation as your workload grows.
Free
A simpler starting point.
$0/ month
Get early access- 5 active vendors
- 1 property · 1 seat
- Built-in requirement benchmarks
- Certificate checks
Automatic follow-up
Pro
Your everyday admin, lighter.
$99/ month
Get early access- 50 active vendors
- 1 property · 1 seat
- Automatic renewal reminders
- Custom requirement templates
- W-9 tracking & ZIP imports
Business
Your whole portfolio, together.
$249/ month
Get early access- 200 active vendors
- Unlimited properties · 5 seats
- Everything in Pro
- Lease requirement extraction
- Payment-hold exports & feeds
Published monthly pricing. Product is currently in prelaunch.See the full plan comparison
Common questions
What does COIScreen actually check?
COIScreen reads ACORD 25 PDFs and compares the extracted limits, policy dates, entity names, and attached endorsement pages with a requirement template. It flags discrepancies for your review. It does not determine whether a vendor is insured.
Do my vendors or brokers need an account?
No. Each vendor has a permanent upload link. The vendor or broker can open it in their browser, upload a certificate, and see which requirements matched or need attention without a login.
Can I use my own insurance requirements?
Yes. Free includes built-in benchmarks for common vendor types. Pro and Business include custom requirement templates, and Business can extract insurance requirements from a lease or contract PDF for you to review.
How do renewal reminders work?
On Pro and Business, COIScreen schedules reminders 30, 14, and 7 days before the earliest required policy expiration, on the expiration date, and 3 days after. Reminders go out at 9 a.m. in your organization’s local time zone.
Can I bring my existing certificates?
Yes. Upload certificates individually, or use the self-serve ZIP import on Pro and Business for up to 50 certificates every 24 hours. A separate paid bulk import service is also available.
When can I start using it?
COIScreen is currently in prelaunch. Join the launch list on the current site to receive a confirmation email and one email when the product opens.
More oversight.
Less overhead.
Be first to know when COIScreen opens. A clearer workday is on the way.
One confirmation. One launch email. That’s it.You’re one step closer.
Join the launch list. We’ll send a confirmation now and one email when COIScreen opens.