We already extract COIs. Why add DueFiles?

Extraction is one step. Collection, endorsement rules, reviewer confirmation, reminders, and audit records make up the program. DueFiles provides that complete workflow.

Can we check a file without creating a vendor?

Yes. Use the homepage checker or /tools/coi-checker to read one certificate. A workspace adds the vendor queue and reminder workflow.

Can DueFiles process certificate photos?

Yes. Upload PDFs or images. Text-layer PDFs parse quickly, while scans and photos use document extraction. The same endorsement rules apply to both.

Compare

DueFiles vs COISoftware

COISoftware reads a certificate and flags gaps. DueFiles collects the packet, checks named endorsements, and follows up until the vendor row is compliant.

The hard part is not only OCR. The hard part is getting the right packet back, confirming it, and recording the decision. DueFiles makes that upload path part of the product.

Start free, up to 10 vendors See a demo

Why DueFiles wins

Collect from vendors and brokers through a no-login portal.
Put named endorsement forms in the requirement template.
Show missing forms on the portal so the next upload is useful.
Keep pending files grey until reviewer confirmation.
Stop reminders after a real pass.
Use published plans with extraction included.

Side by side

What buyers actually ask, answered with product behavior.

What follows a certificate read?
COISoftware
Extracted fields and gap flags.
DueFiles
Fields, detected ISO forms, gaps, and a live vendor compliance row.
How does the PDF arrive?
COISoftware
You bring the file to the tool.
DueFiles
Use a portal link, inbound email, or workspace upload.
What does the broker see?
COISoftware
Another rejection email from your team.
DueFiles
A portal listing the missing form or document.
How are endorsements handled?
COISoftware
Gap text when the engine detects one.
DueFiles
CG 20 10, CG 20 37, CG 24 04, CG 20 01, CG 34 01, and WC 00 03 13 are available as rules.
How does pending differ from compliant?
COISoftware
A read does not create a program state.
DueFiles
Pending stays grey until a person confirms the packet.
Who handles chasing?
COISoftware
Chasing happens outside the product.
DueFiles
DueFiles sends reminders at 60, 30, 15, and 7 days, then stops.
How is pricing structured?
COISoftware
Pricing follows reads and seats.
DueFiles
Pricing follows active vendors. Reads are included.
What does the audit trail record?
COISoftware
Export the parsed document.
DueFiles
Record requirement changes, review decisions, and reminder sends in a hashed log.
Are templates included?
COISoftware
Configure detection yourself.
DueFiles
Vertical templates ship with the workspace.
Can you try the workflow?
COISoftware
Upload a file to the reader.
DueFiles
Use the homepage checker or open the Harborstone workspace.

What buyers ask	COISoftware	DueFiles
What follows a certificate read?	Extracted fields and gap flags.	Fields, detected ISO forms, gaps, and a live vendor compliance row.
How does the PDF arrive?	You bring the file to the tool.	Use a portal link, inbound email, or workspace upload.
What does the broker see?	Another rejection email from your team.	A portal listing the missing form or document.
How are endorsements handled?	Gap text when the engine detects one.	CG 20 10, CG 20 37, CG 24 04, CG 20 01, CG 34 01, and WC 00 03 13 are available as rules.
How does pending differ from compliant?	A read does not create a program state.	Pending stays grey until a person confirms the packet.
Who handles chasing?	Chasing happens outside the product.	DueFiles sends reminders at 60, 30, 15, and 7 days, then stops.
How is pricing structured?	Pricing follows reads and seats.	Pricing follows active vendors. Reads are included.
What does the audit trail record?	Export the parsed document.	Record requirement changes, review decisions, and reminder sends in a hashed log.
Are templates included?	Configure detection yourself.	Vertical templates ship with the workspace.
Can you try the workflow?	Upload a file to the reader.	Use the homepage checker or open the Harborstone workspace.

The second upload is where compliance happens

Parsing an ACORD 25 is only the first read. DueFiles tells the broker which form is missing, keeps the vendor grey, and sends reminders until the packet changes.

Confidence does not equal approval

Extraction assigns confidence to fields. A reviewer confirms the file. Even a high-confidence ADDL INSD checkbox fails without CG 20 10.

Price the roster, not the OCR

DueFiles plans follow active vendors, with extraction and endorsement checks included. Renewal season does not require rationing document reads.

Questions that come up

We already extract COIs. Why add DueFiles?: Extraction is one step. Collection, endorsement rules, reviewer confirmation, reminders, and audit records make up the program. DueFiles provides that complete workflow.
Can we check a file without creating a vendor?: Yes. Use the homepage checker or /tools/coi-checker to read one certificate. A workspace adds the vendor queue and reminder workflow.
Can DueFiles process certificate photos?: Yes. Upload PDFs or images. Text-layer PDFs parse quickly, while scans and photos use document extraction. The same endorsement rules apply to both.

Run the program in DueFiles

Check a COI free, then start a workspace and send the portal link to your vendors and brokers.

Start free, up to 10 vendors See pricing

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