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.
Scoped AMS implementation pathways forApplied Epic,EZLynx,AMS360,HawkSoft,and other agency management systems.
Availability depends on vendor authorization, customer access, licensing, and technical validation.
Submission queue
11 in view · 0 active
Docs processed · 30d
16,210
Export latency · p95
255ms
ILLUSTRATIVE INTERFACE · FIGURES ARE REPRESENTATIVE, NOT LIVE DATA
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 are read field by field. Loss runs can be evaluated and configured separately. 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 original document one click away.
Export to your system
Clean rows out as CSV or JSON. 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.
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.
Start with a pilot.
Not a multi-year roadmap.
You own your data.
Exports on request, no lock-in.
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.
Build
Production system running on your real documents.
Deliver
Exceptions handled, system live. You own your data and the outputs it produces.
Built for regulated work.
Insurance, specifically: the certificates and loss runs that arrive faster than anyone can key them.
Insurance
Certificates of insurance and loss runs.
Output · clean records, written and logged
Certificate read
exported to CSV
Certificate read
exported to CSV
Loss run read
exported to CSV
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, with the original document one click away
- Your data stays yours, and leaves when you ask
- You talk to the person who built it
- Exports as CSV or JSON
Built to work alongside the systems agencies already use
Applied Epic
Scoped implementationEZLynx
Scoped implementationAMS360
Scoped implementationHawkSoft
Scoped implementationAMS connectivity is completed through a scoped production implementation and depends on vendor authorization, customer access, licensing and technical validation.
Straight answers.
A fixed-fee, one-time evaluation on an agreed set of your own certificates. We classify and extract them, you review the results with the original document one click away, and you get a review-agreement rate with its sample size, a written list of limitations, and a roadmap for what production would involve. It is designed to tell you whether this is worth building, including when the answer is no.