Intelligent COI Verification for Equipment Finance Lenders
Pre-funding insurance verification that plugs into your existing process. Faster COI reviews across multi-asset deals, fewer missed deficiencies, more confident results.
The Solution
Your Team Reviews Exceptions.
Swift Stack Handles the Rest.
How It Works
Built Around How Your Team Already Works
Ingest
Documents flow in from your existing workflow.
Ingest
Documents flow in from your existing workflow.
Upload certificates of insurance directly, or connect Swift Stack to Microsoft Outlook and SharePoint for automatic document retrieval. PDFs, scanned images, and digital certificates are all supported. No changes to how your team receives documents.
Analyze
AI and code logic verify every field.
Each COI is read field by field and compared against your equipment schedule and insurance requirements. All deficiencies are caught in a matter of seconds, such as mismatched serial numbers, incorrect actual cash values, wrong asset descriptions, and missing additional insured. Flagged automatically, whether it's one asset or a hundred.
Output
A streamlined, exception-based review.
Results are presented as a readable overlay directly on the insurance document. Every field is highlighted with the verification result, so your analyst sees exactly what passed, what deficiencies were found, and why. Your team reviews exceptions, not every line. Every document, along with its streamlined review and final verification, is stored in your environment and audit-ready.
Results
What This Looks Like in Production
Faster COI Reviews
Deficiency Detection Accuracy
FAQ
What Lenders Ask Us
Fewer Missed Deficiencies. Faster Funding.
See what changes when your team reviews exceptions instead of every field on every document.