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Certificate of Insurance Request
Collect policy details and holder information so you can issue certificates of insurance without the back-and-forth.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Existing Policy
5 fields filled
Policy Details
Insurer Name
Policy Number
Coverage Limit
Policy Expiry
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 4
- the rest is read for them
- AI fills
- 5
- extracted from the files
- On the form
- 9
- fields in total
Start with Certificate of Insurance Request
Import the template and send your first request in minutes.