certificate of insurance
Your certificates of insurance
become rows in a Google Sheet.
Upload or forward a certificate of insurance by email and its extracted data is added as a new row to a Google Sheet, within seconds. Drop one below and we will determine the column names and create the sheet.
Drop a certificate of insurance here
PDF, photo, scan, Word or PowerPoint — up to 50 pages
No account. No card. Your first sheet is free.
What your sheet will look like
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Insured name | Producer | General liability limit | Policy expiration | Workers comp |
| 2 | Ridgeline Electric | Hub International | 2,000,000.00 | 03/31/2027 | TRUE |
| 3 | Summit Drywall | Marsh McLennan | 1,000,000.00 | 09/14/2026 | TRUE |
| 4 | Vasquez Concrete | Gallagher | 5,000,000.00 | 12/31/2026 | TRUE |
| 5 | Apex Roofing | Hub International | 1,000,000.00 | 08/09/2026 | FALSE |
Four certificates of insurance, four rows. Yours starts at row 2.
The columns
These are the columns we usually find on a certificate of insurance. You can rename them, drop the ones you do not track, and add your own before the sheet is created. Anything you add to the right of our columns stays untouched — including formulas.
- Insured namestring
- Producerstring
- General liability limitnumber
- Auto liability limitnumber
- Workers compboolean
- Policy effectivedate
- Policy expirationdate
- Certificate holderstring
Questions people ask
- The only thing I care about is what expires next.
- Sort ascending on the expiration column. An expired COI on an active subcontractor is the exposure this whole document exists to prevent, and it is invisible in a folder of PDFs.
- Do the limits come through reliably?
- ACORD 25 is one of the most standardized forms in US business, so yes — more reliably than almost anything else in this catalogue. Check the first few against the paper anyway.
- I work in Excel. Can I get the data out of Google Sheets?
- Yes, and it is Google's feature rather than ours: Google Sheets will download any sheet as .xlsx or .csv from its own File menu, and it opens in Excel from there. What we build and keep filling is the Google Sheet itself — we never produce an Excel file, so anything forwarded later adds a row to the sheet and not to a copy you have already taken off it.
- What if one scan holds several certificates of insurance?
- Each one becomes its own row. We tell you how many we found before the sheet is created, and you can correct it in one click if we got it wrong.
- Do photos from a phone work?
- Usually, yes — including stamped, stapled and hand-annotated copies. If a photo of a certificate of insurance is too blurry to read we say so rather than inventing a row.
- Who can see my Google Sheet?
- Only people you give the link to. The link is unguessable, anyone holding it can edit the sheet, and we never share it with anyone else.
- Do you keep my certificates of insurance?
- No. We keep the extracted row, not the document. The file is discarded once your sheet is built.
- How does forwarding work?
- Your sheet gets its own address at in.tosheet.ai. Forward a document there — from your own mailbox, or straight from whoever sends them to you — and ToSheet.ai adds its row within seconds. You never have to open this site again.