Try SubDoc’s COI & insurance compliance tracking — live, no sign-up

No. The interactive demo runs entirely in your browser on realistic sample data. There is no sign-up, no credit card, and nothing you click is saved. Start a free account only when you want to load your own vendors and certificates.

Yes. The demo renders the exact same application screens paying customers use — the compliance dashboard, vendor profiles, the document review queue, and the vendor upload portal. Only the data is mocked, so you are seeing the genuine interface and workflow, not a slideshow.

You can open the compliance dashboard and read organization-wide health scores, drill into a vendor whose General Liability certificate is missing, watch an ACORD 25 certificate of insurance get read by AI OCR in seconds, approve or reject a document in the review queue, and see the vendor move from non-compliant to verified.

Yes. When a certificate of insurance is uploaded, SubDoc uses AI OCR to read the carrier, policy numbers, coverage types, limits, and effective and expiration dates from the ACORD 25 form, then checks them against your requirement template. The demo shows this extraction step end to end.

SubDoc sends each vendor or their insurance broker a passwordless upload link. They drop the certificate in, SubDoc reads and verifies it, and you get notified only when something needs a human decision. Automated 60, 30, and 15-day reminders chase renewals before coverage lapses.

General contractors, property managers, facilities teams, manufacturers, healthcare systems, universities, and logistics companies use SubDoc to track subcontractor and vendor certificates of insurance, business licenses, W-9s, and safety documentation without spreadsheets.