The Certificate of Insurance platform that checks itself.
The only COI platform holders, brokers, and insureds use together. Every step from request to renewal, with a plain-English AI compliance read on every cert.
Every cert broker-signed · One platform, three roles · No credit card to start
of certs auto-checked against the holder's policy template, line by line
day warnings before any coverage line lapses
holders, brokers, and insureds in the same platform — no spreadsheet handoffs
Requirements that enforce themselves.
Set your coverage requirements once — limits, endorsements, the works. Every certificate that comes back is checked against the right template automatically, so the requirement enforces itself instead of sitting in a contract nobody re-reads.
Edit template
Applied to 10 vendorsOne shared record
Everyone in the loop, working off the same certificate.
A certificate can travel a few different ways — your vendor forwards it, their broker issues it straight from your template, or it renews itself near expiry. However it routes, all three of you work off the same live record.
Holder
Insured
Broker
Your vendor forwards the request to their broker, who issues and delivers it — you both keep a copy.
Built for everyone in the loop, priced for each.
See pricingHolders
Track Certificate of Insurance compliance without chasing vendors.
- Vendor roster with archive + audit trail
- Reusable compliance templates ($1M GL, $1M Auto, WC at state limits, etc.)
- AI Compliance Read — plain-English explanation of every compliance result, written into each cert detail page
- Required language compliance — if the policy needs specific wording verbatim (“Waiver of Subrogation in favor of [Holder]”), the engine checks for it, not just dollar amounts
- Different project, different cert holder address — set per request, no extra org per project
- Per-vendor status: compliant, non-compliant, expiring, expired
- Renewal reminders 30, 14, and 7 days before any policy expires
- Activity log + CSV exports, plus a forward-looking compliance overview
Standard up to 25 vendors · $99/mo Premium for unlimited
Start trackingBrokers
Issue ACORD 25 certificates without leaving the platform.
- Manage your full insured client roster + their policies
- Issue ACORD 25 PDFs that deliver straight to holders
- Upload existing PDFs from your AMS — enter coverage on the spot, we e-sign and deliver
- Bulk-migrate legacy certificates — holder-acknowledged for storage, no per-cert manual entry
- Saved holder library + reusable coverage templates for repeat clients
- Policy expiration dashboard with one-click renewal flow
- Brand every cert with your agency logo + producer line
Free forever · no per-cert or per-seat fees
Open an agency accountInsureds
Your broker or a customer sent you here?
- Forward holder requests to your broker in one click
- Vault every cert your broker delivers
- Expiry warnings before any policy lapses
5 free deliveries · then $29 each, or $149/year unlimited
We built the tool we wished existed.
docInsured is built by a team that's spent years inside the Certificate of Insurance process — requesting them, chasing brokers for them, and fighting spreadsheets to keep track. We know what's broken because we lived it.
Read the founders' storyReady to retire your COI spreadsheet?
Sign up free in under five minutes — for the company that requires Certificates of Insurance, the broker who issues them, or the vendor in the middle.