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Uptiq's Document AI extracts carrier, policy number, liability and property limits, certificate holder and loss payee wording, and expiration date from ACORD certificates, posting them to the servicing system so coverage lapses are caught before the expiration date passes.
Trusted by financial institutions across banking, lending & credit
What Is This
A certificate of insurance is a one-page ACORD summary issued by an agent to evidence that coverage is in force, listing carrier, policy numbers, coverage types, limits, and expiration dates, and naming the lender as additional insured or loss payee.
Uptiq's Document AI extracts carrier, policy number, liability and property limits, certificate holder and loss payee wording, and expiration date from ACORD certificates, posting them to the servicing system so coverage lapses are caught before the expiration date passes.
Expiration dates create a recurring tracking obligation, and one missed renewal certificate opens an uninsured collateral window
The Solution
Uptiq's Document AI extracts carrier, policy number, liability and property limits, certificate holder and loss payee wording, and expiration date from ACORD certificates, posting them to the servicing system so coverage lapses are caught before the expiration date passes.
The result: your team spends time on judgment calls, not re-keying certificate of insurance data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Insured Name | Corbin Metalworks LLC |
| Carrier | Travelers Indemnity Co. |
| Policy Number | CGL-8842197 |
| General Liability Limit | $2,000,000 |
| Property Coverage Amount | $1,750,000 |
| Policy Expiration Date | 2027-01-31 |
| Certificate Holder | First Regional Bank, ISAOA/ATIMA |
| Coverage Types Listed | General Liability / Property |
{
"insured_name": "Corbin Metalworks LLC",
"carrier": "Travelers Indemnity Co.",
"policy_number": "CGL-8842197",
"general_liability_limit": "$2,000,000",
"property_coverage_amount": "$1,750,000",
"policy_expiration_date": "2027-01-31"
}Key Benefits
Uptiq's Document AI extracts carrier, policy number, liability and property limits, certificate holder and loss payee wording, and expiration date from ACORD certificates, posting them to the servicing system so coverage lapses are caught before the expiration date passes.
Expiration dates create a recurring tracking obligation, and one missed renewal certificate opens an uninsured collateral window
Certificate holder and loss payee wording is free text, so verifying the lender is named correctly is a reading exercise
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more certificate of insurance volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The certificate of insurance arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Derived metrics and ratios are calculated automatically from extracted figures.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own certificate of insurance documents.
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