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Centralize insurance documents, extract and validate coverage data, and address non-compliance in real time. Gain clear visibility into vendor and partner financial liability, certificate status, and E&O exposure to expedite workflows.
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Most insurance certificate tracking software follows a template-based approach to processing insurance documents and COIs, which leads to several limitations.
Struggles to accurately interpret varied insurance formats, ACORD forms, and unstructured certificate layouts.
Mishandles exceptions and edge cases, forcing teams to repeatedly correct inconsistent data manually.
Lacks immutable record integrity, reliable coverage validation, and unified visibility, creating compliance gaps and unclear audit accountability.
Collatio Insurance Tracking Software is Scry AI’s platform that automates the tracking, validation, and management of Certificates of Insurance (COIs) across vendors, contractors, and third parties. It consolidates insurance records into a single system, extracts coverage data regardless of format, and analyzes that data to monitor expirations and non-compliance in real time. By automating high-volume COI processing, the platform delivers business-ready outputs with clear visibility into risk exposure and insurance requirements, without disrupting existing workflows.
Collatio Insurance Tracking Software equips organizations with an AI-powered centralized system that ensures their policies remain valid, up to date, and compliant with industry standards.
Collatio ingests Certificates of Insurance from multiple enterprise sources, including email, APIs, file uploads, and shared repositories. All incoming documents are automatically centralized into a single processing pipeline, removing manual inbox monitoring and eliminating fragmented tracking across teams and systems.
Insurance documents are processed based on their content rather than fixed layouts. Using document intelligence, Collatio interprets COIs across carriers and formats. It accurately extracts insured details, policy identifiers, effective and expiration dates, coverage limits, carrier information, and endorsements without relying on predefined templates.
Extracted insurance data is systematically validated against coverage requirements defined at the vendor, contract, or project level. The platform detects expired policies, missing or insufficient coverage, limit shortfalls, and endorsement mismatches, and provides structured, traceable explanations for each exception.
Non-compliance and upcoming renewals are proactively managed through real-time alerts and automated reminders. Exceptions are routed to responsible owners, status changes are tracked end to end, and anomaly signals help prioritize issues that require timely attention. This ensures consistent follow-up, timely resolution, and clear operational accountability.
Verification workflows are driven by confidence scoring. Low-confidence extractions and complex cases are surfaced for review, while high-confidence records are processed automatically. All insurance documents and supporting records are stored in a centralized, searchable repository to support audits, internal reviews, and historical traceability.
Collatio provides dashboards, compliance reports, and complete audit trails that capture data lineage, validation logic, and processing outcomes. These insights support audit readiness and operational oversight. Validated insurance data can then be delivered directly into ERP systems, vendor management platforms, shared services workflows, or compliance reporting tools, without disrupting existing enterprise infrastructure.
Collatio delivers measurable improvements across core operational areas, including administrative efficiency, data accuracy, compliance tracking, and renewal management.
Reduction in Administrative Effort, driven by AI automation
Data Accuracy, with minimal extraction errors and reduced compliance errors
Reduction in Processing Delays, enabling faster COI turnaround
On-Time Renewals, eliminating lapses in coverage
Insurance documents and related data are collected from diverse enterprise sources, including file uploads, email synchronization, shared folders, APIs, and connected systems. All incoming COIs and supporting documents are consolidated into a single intake pipeline, eliminating fragmented queues and manual sorting.
Documents are analyzed based on content, independent of format or layout. AI-powered document intelligence interprets insurance information and accurately extracts key details, including insured information, policy numbers, effective and expiration dates, coverage limits, carriers, and endorsements.
Extracted data is automatically linked to the relevant vendor, contract, policy, or project. Each record is evaluated against defined coverage and compliance requirements. Statuses are updated in real time, documents are categorized, and exceptions or coverage gaps are clearly flagged for review.
Anomalies, non-compliance, and upcoming renewals trigger automated alerts and reminders. Tasks are routed to the appropriate owners, follow-ups are monitored, and resolution progress is tracked end to end, ensuring accountability and timely action.
Low-confidence extractions and complex cases are surfaced for human verification, while high-confidence items are processed automatically. Dashboards, compliance reports, and complete audit trails provide full visibility into outcomes, supporting audits, exports, and regulatory reporting.
Collatio supports structured, semi-structured, and unstructured documents, including handwritten content, so you can extend tracking beyond certificates as your workflows mature.
Collatio COI tracking software enforces compliance requirements consistently, maintains control as volumes scale, and provides clear visibility into what occurred at every stage of the process.
Track document receipt, extracted data, validation outcomes, and actions to support audits and regulatory reviews.
Define coverage requirements once and validate every document consistently, with standardized exception handling.
Aligned with SOC 2 and ISO 27001 standards. Encrypted, private, and securely integrated.
We are trusted by enterprises globally.
Connect with your existing enterprise platforms through APIs and direct data exchange, keeping your workflows intact and your teams in sync.
Centralize insurance documents, validate coverage data, track expirations, and assess risk across vendors and partners.
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