What is the COI Agent?

How the COI Agent Works

Automated COI extraction: The COI Agent reads your email inbox, identifies every COI flowing in or out, and extracts every field (policy numbers, coverage limits, expiration dates, additional insureds), organizing them in one place. No more digging through PDF folders or hunting for a lost certificate.

Expiration tracking & renewal alerts: The agent tracks every certificate against every project's insurance requirements and alerts you before a lapse happens, with enough lead time to actually get the renewal done so you're not making an emergency call to the broker the day a project halts.

• Works with your systems: The COI Agent layers on top of the tools you already use. There's no rip-and-replace; it connects to your email, invoices, and accounting software to pull data automatically.
• Built for construction: The agent is trained specifically on construction workflows, trade-specific operations, and subcontractor financial reality, so it understands the requirements you're actually working with.
• Source-linked & auditable: Every data point the COI Agent surfaces ties back to the original document. You can always verify a policy number, limit, or expiration date and trace it to the source email or file.

Once your inbox is connected, the COI Agent begins identifying and extracting COIs automatically.

Ready to get started?

For step-by-step instructions, see Connecting Your Email to Cru.