Turn Insurance Certificates Into Structured Data Automatically
Certificates of insurance (COI) arrive as PDFs, and someone has to read each one and key the details into a tracker. Sherlox reads the certificate for you and pulls out the information you need, such as the company name and insurance expiration date, so it lands in your records ready to use.
Why Manual COI Tracking Doesn’t Cut It
If you work with subcontractors, vendors, or tenants, you collect certificates of insurance constantly. Each one is a PDF packed with policy details, and every detail that matters has to be found and typed into a tracker by hand. It works until volume grows, and then it becomes the task that quietly falls behind.
Retyping Every Certificate
Each COI arrives as a PDF, and someone has to open it, find the details, and key them into a tracker by hand.
Every Insurer Looks Different
Brokers and carriers lay certificates out differently, so copy-and-paste habits and rigid templates keep breaking.
Expirations Slip Through
When coverage details live inside a PDF instead of a record, a lapse often goes unnoticed until it matters.
How It Works
Certificates can come in however your team already collects them: uploaded straight into a grid, submitted through a web form, or added through an interface form. Sherlox reads each certificate and pulls out the key details, so the data lands in your records without anyone retyping it.
Common Questions
What information can be extracted from a COI?
Sherlox reads the certificate and can pull out details such as the company name and insurance expiration date. In a consult we will confirm which fields matter for your process.
How do certificates get into Sherlox?
Certificates can be uploaded as files in a few ways: through a web form, through an interface form, or directly in a grid.
Can vendors submit their own certificates?
Yes. A web form gives vendors and subcontractors a simple way to submit their own certificates, so you are not chasing them by email.
I already track certificates in another tool. Is this still useful?
Possibly. We will review how certificates reach you today and confirm where Sherlox fits before anything is built.
How does implementation work?
Book a free 30-minute consult. We’ll review your setup, confirm this solution fits, and walk through what implementation looks like for your environment.
See It in Action
Video walkthrough coming soon.
Ready to Get Your COIs Out of PDFs and Into Your Workflow?
Book a free 30-minute consult. We’ll review how certificates reach you today, confirm this solution fits, and walk through what implementation looks like for your environment.
