Managing Certificates of Insurance just got faster and easier. The COI Quick Scan feature allows property management teams to upload Acord forms extracting key information is automatically — eliminating time-consuming data entry. Whether you're adding a new company or updating an existing one, Quick Scan simplifies the process so you can focus on what matters most.
Fast, Automated Data Capture – Upload up to 10 PDF COIs at once and let the system handle the rest.
Smart Form Recognition – Supports 2014 and 2016 Acord forms, with automatic flagging for expired or non-compliant certificates.
Seamless Integration – Add COIs to existing companies or create new profiles with just a few clicks.
Track Uploads at a Glance – View status updates and recent uploads in a dedicated dashboard section.
Simplified Review & Approval – Quickly compare extracted data with source documents and approve or decline with ease.