Certificate reading
Upload a PDF. Get the policy details.
Collateral reads each certificate that comes in: who it insures, which policies, their dates and limits. You review what it found instead of typing it in.
- Free for up to 50
- No credit card
- They don't need an account
How it works
Certificate reading
- 1
A certificate arrives
Uploaded by the person you asked, their agent, or you.
- 2
Collateral reads it
It pulls out each policy on the certificate and what the certificate says for you as the holder.
- 3
You glance and confirm
Values it's less sure of are marked for review. Correct anything with a click.
Certificate reading
The details
Every policy on the certificate
General liability, auto, workers comp, umbrella, professional liability and other lines, each with its carrier, number, dates and limits.
What it says for you
The certificate holder, and whether it indicates Additional Insured, Waiver of Subrogation and Primary and Noncontributory.
Honest about uncertainty
Anything Collateral isn't confident about is marked for review instead of guessed.
Corrections never lose the original
Your edits are kept separately from what Collateral read, so you can always see both.
Renewals recognized
A new certificate for the same policy updates it; a renewal becomes the next term.
Anything it can't read, by hand
If Collateral can't read a certificate, or you've used this month's automatic reads, the file is kept on file and you enter the details yourself.
Works well with
Everything it takes to keep certificates current.
Stop retyping certificates.
25 certificate reads a month on the free plan, plus your whole starting roster.