Every agency has a COI desk. Nobody meant to build one.
It starts as a favour — a contractor needs a certificate before Monday — and becomes a standing job that lands on whoever can least afford to drop what they're doing. The certificates aren't hard. The interruption is.
Submission queue
11 in view · 0 active
Extraction accuracy
99.72%
Docs processed · 30d
16,210
Write-back latency · p95
255ms
Six stations. One conduit. Every document that enters is accounted for when it leaves.
Upload a batch
Drag in the certificates as they arrived — PDF, PNG or JPG, up to 15MB each. Scans and faxes included.
Document extraction
ACORD 25 certificates and loss runs are read field by field. Other types are classified and routed, not guessed at.
Classification
Every document is typed, matched to the account, and routed to the right queue with a confidence score.
Human review — exceptions only
Confident work passes through. Anything below threshold routes to a person with the source document attached.
Export to your system
Clean rows out as CSV or JSON, shaped for the import your management system already takes. Direct write-back ships only when a vendor authorises it.
Complete audit trail
Who did what, when, and on which document. Every decision is recorded and exportable.
The certificate nobody is thinking about is the expensive one.
The cert that turns up in an E&O claim is rarely one your team got wrong. It's the one that quietly expired in a subcontractor file eleven months ago, in a book too large for anyone to hold in their head.
So we started with reading the documents rather than with tracking them. A certificate whose values were keyed by hand at 4pm on a Friday is not a record you want a claim to rest on.
Fixed-fee discovery.
Evidence before budget.
Live in weeks.
Not multi-year roadmaps.
You own the system.
No lock-in, no black box.
Engineered automation, end to end.
Every engagement is scoped around one thing: hours returned to your team.
The back-office work we automate.
Implementation capabilities across the document-heavy workflows that consume agency and carrier staff hours.
Measured in four moves.
Discover
We map the workflow, count the hours it consumes, and identify where AI pays.
Pilot
A working proof of concept on your real documents and data — in weeks.
Build
Production system, integrated into your AMS, inbox, and tools.
Deliver
Your team trained, exceptions handled, system live. You own it.
Built for regulated work.
Deep in insurance. Fluent in every industry where documents, deadlines, and compliance shape the workflow.
Insurance
Submissions, renewals, certificates, claims intake, AMS workflows.
Healthcare
Referral intake, records processing, prior-auth support.
Finance
Document review, onboarding, compliance workflows.
Legal
Contract review, intake triage, matter management.
Manufacturing
Order processing, supplier documents, quality reports.
Real Estate
Lease abstraction, transaction coordination.
Logistics
BOL processing, tracking updates, exception handling.
Professional Services
Proposal drafting, knowledge systems, reporting.
Output · clean records, written and logged
Submission bound
written to Applied Epic
Certificate issued
written to EZLynx
Renewal prepared
written to AMS360
Structured so you never buy blind.
- A fixed fee, paid once — no retainer, no auto-renewal
- Your own certificates, not a canned demo set
- Every extracted field shown against the source document
- Your data stays yours, and leaves when you ask
- You talk to the person who built it
- Exports to the system you already run
Straight answers.
A fifteen-minute call, then the COI Pilot. You run your own certificates through it and get a measured accuracy number before anyone discusses a larger build.