Stop chasing certificates.Start managing compliance.
Clarita collects, extracts, and monitors certificates of insurance from your vendors, subcontractors, and tenants — automatically checking every policy against your requirements and alerting you the moment something lapses.
No credit card required · Free during early access · Apply in 60 seconds
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Built for teams that collect certificates
Everything you need to manage COIs
From first upload to renewal notice — Clarita handles the full certificate lifecycle, so your team can focus on what matters.
AI-Powered Extraction
Upload a certificate PDF and Clarita automatically reads every policy, coverage limit, endorsement, and expiration date — no manual data entry required.
Automatic Compliance Checking
Define your minimum insurance requirements — GL limits, Workers' Comp, umbrella coverage — and Clarita flags every certificate that falls short.
AI Search & Natural Language Queries
Ask questions in plain English: "Which vendors are non-compliant?", "What's expiring this month?", "Who's missing Workers' Comp?" — and get instant answers.
Broker Upload Portal
Send a magic link to any broker or producer. They upload the certificate directly into your account — no login, no account, no friction.
Deficiency Emails & Renewal Reminders
Clarita sends professionally worded deficiency notices when coverage falls short and automated renewal reminders before certificates expire.
Full Certificate History
Every version of every certificate is stored with a complete audit trail — who uploaded it, when, what changed, and a full lineage of replacements.
How it works
From setup to full compliance visibility in four steps
Set your requirements
Define the minimum coverage your vendors must carry — GL limits, Workers' Comp, umbrella thresholds, and required endorsements like Additional Insured.
Use templates or build custom standards per project or vendor type.
Collect certificates
Upload COIs directly, send a magic-link to your broker so they can upload on your behalf, or request a new certificate from an insured with one click.
Email-based request workflow included — no broker login required.
AI extracts & checks compliance
Clarita reads every policy, limit, expiration date, and endorsement from the PDF and instantly checks it against your requirements — flagging any gaps.
Powered by OpenAI Vision. Works on standard ACORD forms and custom broker letters.
Stay ahead of lapses
Receive alerts for expiring coverage and non-compliant certificates. Send deficiency notices or renewal reminders to brokers with a single click.
Ask the AI in plain English: "Who's expiring this month?" — and take action directly.
COI tracking that actually works
Clarita uses AI to extract, verify, and monitor certificates of insurance — so your team can focus on compliance, not paperwork.
What you'll get access to
AI-powered policy extraction
Upload a COI and Clarita extracts every policy detail, coverage limit, and endorsement in seconds — no manual data entry.
Automated compliance checking
Set your minimum requirements once. Clarita flags deficiencies and gaps automatically across every certificate.
Expiration tracking & renewal notices
Never chase an expired cert again. Automated deficiency notices go out before coverage lapses.
Clarita AI assistant
Ask questions about your compliance data in plain English. Get summaries by vendor, spot trends, and surface risks instantly.
Request early access
We're onboarding teams in small cohorts to ensure a great experience.
We review applications within 2 business days.
No credit card required.
Included for early access members
Core capabilities available to every team in the program.
Your certificates.Your data. Your control.
COI documents contain sensitive vendor and policy information. Clarita is built to keep that data secure, private, and entirely under your control.
Our security practices are governed by a publicly available Data Processing Agreement and reviewed annually against SOC 2 framework controls.
Ready to stop chasing certificates?
Join the early access program and see how Clarita eliminates the manual work of collecting, reviewing, and tracking certificates of insurance.
Request early access