Certificate of Insurance Verification Software

To verify a COI, confirm the carrier name and policyholder details, policy effective dates, insurance limits, cargo and auto liability coverage, insurer information and any required endorsements. LaneSurf automates those checks against your brokerage rules and compliance providers, then flags missing, expired or insufficient coverage before booking proceeds.

COI software is a digital system that collects, reads, validates and tracks certificates of insurance. For freight brokerages, COI software helps confirm carrier coverage before onboarding or booking. LaneSurf connects COI checks with MC vetting, authority status, safety scores and carrier communication so compliance becomes part of the operating workflow.

Freight teams often use carrier compliance platforms such as RMIS, MyCarrierPortal, Highway or Carrier Assure to support insurance verification and carrier vetting. LaneSurf integrates with those types of compliance portals, using your existing provider rules to automate COI checks, insurance limit validation and approval workflows before a carrier is booked.

Yes. LaneSurf is designed to run automated COI checks before booking, alongside MC number vetting, authority status checks, safety score review and cargo insurance validation. If a carrier fails your rules, the workflow can auto-flag the issue and route it to a human reviewer instead of allowing a risky booking.

LaneSurf’s compliance workflows can connect with RMIS, MyCarrierPortal, Highway, Carrier Assure, Saferwatch and other carrier compliance portals, subject to current connector availability. These integrations allow your brokerage to keep using existing compliance data while automating carrier qualification, COI review and exception handling inside the booking process.

LaneSurf’s cloud SaaS onboarding is listed as under 48 hours, with TMS integration under 10 days where applicable. Teams can start quickly by aligning requirements, compliance rules and operating procedures, then expand into deeper TMS and portal integrations as the automated carrier vetting and COI workflows are configured.

An audit trail records the checks performed, provider data reviewed, carrier status, COI validation results, exceptions and handoffs tied to a booking. For freight brokerages, this makes compliance decisions easier to review later, reduces dependency on scattered emails or spreadsheets and helps operations leaders see why a carrier was approved or escalated.

LaneSurf offers subscription SaaS pricing, with current per-seat, per-load or per-rep pricing available through a demo or sales conversation. Pricing can vary based on workflow scope, integrations, compliance portal connectivity and automation volume. The platform is positioned for freight brokerages, 3PLs and logistics teams scaling carrier operations.