AI-Powered Review

AI review for COIs, endorsements, and supporting documents

PINS AI Assistant reviews COIs, endorsements, and supporting documents against your requirements, answers linked coverage questions, and gives your team clear results to approve, escalate, or follow up on.

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What it reviews

More than COI scanning

PINS AI Assistant helps teams review the full submission package, not just the certificate itself.
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COIs

Reads certificate details like coverage types, limits, carriers, effective dates, and named insured information, then checks them against your insurance requirements.
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Endorsements

Reviews endorsement language to help confirm requirements like additional insured, primary and non-contributory, and completed operations.
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Linked questions

Answers requirement-specific questions tied to your workflow, so reviewers get structured results instead of digging through every page manually.
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Supporting documents

Pulls information from supporting materials when the answer is not fully contained in the COI, helping your team review the evidence behind the submission.

How it works

Accelerate compliance reviews with AI

PINS AI Assistant fits into the review process your team already owns.
Step 1

Set your requirements

Define the insurance requirements and review questions your team needs answered for each vendor, subcontractor, or project.
Step 2

Collect documents

Receive COIs, endorsements, and supporting documents through the PINS submission workflow.
Step 3

Run AI review

The AI reviews submitted documents, answers linked questions, and flags missing, unclear, or unsupported items.
Step 4

Make the decision

Your team approves, rejects, follows up, or grants an exception, with full visibility into the result and supporting detail.
Less manual review, more consistent decisions, better documentation.

Clear outputs

Results your team can actually use

PINS AI Assistant returns clear review outputs your team can act on. You can see what passed, what needs review, where supporting evidence was found, and which items still need a human decision, so approvals and follow-up stay under your team’s control.

  • Pass, fail, or needs review status
  • Answers to coverage questions
  • Flagged deficiencies or missing support
  • Visibility into where the answer came from
  • Approvals, follow-up, and exceptions stay with your team
AI Assistant answers with an overlay of a graph showing an improving compliance rate-1
Instead of asking reviewers to re-read every document, PINS helps them focus on the items that actually need attention.

Why teams use it

Targeted questions, precise decisions

PINS AI Assistant evaluates submissions by answering the exact questions tied to your requirements, helping teams review faster and make more consistent decisions.

Coverage limits

Are all coverage limits adequate per contract requirements?

Additional insured

Does the Additional Insured coverage apply to both completed and ongoing operations?

Notice of cancellation

Does the policy provide at least 30 days written notice of cancellation?

Waiver of subrogation

Does the Waiver of Subrogation apply to all necessary coverages?

FAQ

Questions about our AI Assistant

What documents can AI Assistant review?

What documents can AI Assistant review?

Does it only read the certificate?

No. It helps your team review the full submission package, including endorsements and supporting materials when the answer is not fully contained in the COI.

Can it review endorsements?

Yes. PINS AI Assistant helps review endorsement language tied to requirements like additional insured, primary and non-contributory, completed operations, notice of cancellation, and waiver of subrogation.

What happens when the result is unclear?

The AI can flag missing, unclear, or unsupported items so your team knows what needs follow-up or human review.

Does our team still control approvals and exceptions?

Yes. Your team stays in control of approvals, follow-up, exceptions, and final decisions.

How does AI Assistant fit into the broader PINS workflow?

It fits into the workflow your team already owns, from setting requirements and collecting documents to reviewing submissions and making the final decision.

Stop Reviewing.

Start Approving.

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Insured Profile Page showing insurance policies in compliant status-1