New AI Powered COI Tracking Tool from PINS

PINS AI Assistant Automates Insurance Certificates Review & Endorsement Tracking

Insurance compliance shouldn’t feel like a full-time detective assignment. Yet every day, teams spend hours manually reviewing certificates of insurance: opening PDFs, hunting for key additional insured language, deciphering endorsements, evaluating nuanced requirements like ongoing and completed operations, and rewriting the same emails explaining why a submission doesn’t meet requirements. 

It’s tedious. It’s slow. And it distracts from the real work.

That’s why we built the PINS AI Assistant, an insurance tracking software designed to eliminate the administrative grind while giving compliance teams faster, clearer, and more consistent insurance reviews.

How PINS AI Assistant Works

Fully integrated with the PINS platform, our AI-powered insurance tracking software automates the review of: - Certificates of Insurance (COIs) - Endorsements - Policy documents.

Once enabled, the PINS AI Assistant reads every incoming submission and answers the specific compliance questions your team cares about:

• Is the cert holder address listed correctly?
• Are the named additional insured parties covered?
• Does this endorsement have ongoing ops and completed ops coverage? 
• Is there primary wording & non-contributory language? 
• Are there any privity of contract issues? 
• Etc.

Within seconds, the tool provides: 

•  Yes/No answers for each question 
• Supported by in-depth reasoning and page-level references showing exactly where the answer came from 
• Vendor-friendly explanations, giving you ready to use messaging that helps third parties understand what's miss and how to fix it. 

Smarter COI Tracking, Without Giving Up Control

This AI Assistant was built to help insurance administrators do the detailed review work they already do, but in a fraction of the time, through features like endorsement review automation.

Our goal is not to automate human judgment, but to eliminate the hours spent digging through PDFs so teams can focus on the parts of compliance that truly require expertise.