We built the tool we wished existed.

After years of managing vendor insurance in spreadsheets, email chains, and last-minute scrambles, we stopped waiting for someone else to solve it. COI DASH is the platform we needed on day one.

Read our story

A note from the team

We were the spreadsheet.

“Every company requires Certificates of Insurance. Almost nobody actually manages them. We built the tool we wished we had on day one of every vendor onboarding.”

Jason Moccia

CO-FOUNDER & CEO

12yr

Combined compliance ops

Across procurement, legal, and vendor risk programs.

94%+

AI parsing accuracy

On COI extraction — coverages, limits, expirations.

Late ’26

Coming to market

Opening to early teams in select industries first.

Trusted by teams at

Compliance leaders who need COIs handled, not hoped for

The principles that shape every screen.

COI DASH exists to make vendor compliance a calm, measurable part of operations — instead of the thing that surfaces the day before an audit. Three ideas guide what we build, how we build it, and what we deliberately leave out.

Principle 01

Operational, not reactive

Compliance should be a running system, not a fire drill. We design for calm dashboards and predictable queues.

Principle 02

Trust, then automate

Automation earns its place. Every AI extraction is auditable, editable, and traceable back to the source document.

Principle 03

Built with the user

Every workflow in the platform was shipped alongside a compliance team running it against real vendor volume.

Our story

From a shared vision to a compliance system.

Most founding stories skip the boring part. Ours is the boring part: decades of watching compliance work get done in spreadsheets, and then building the tool that makes it unnecessary.

Every milestone here was shipped with a real team running it in production against real vendor volume.

2005-2022

Born from designing software

The founding team builds expertise desiging software for some of the largest companies in the world.

2022

AI changes everything

ChatGPT launches which propells the founders into using AI for compliance.

Mid 2025

Focus on making AI usable

Team establish position on creating superior products with AI and target insurance industry.

2026

COI software focus

Team tackles one of the most time consuming tasks in insurance: COI compliance.

The team

Compliance operators, not outsiders.

Jason Moccia

CEO

25+ years in compliance. Expertise in software design and AI.

Robert Grashuis

Co-founder & CXO

Leads customer experience and brings deep domain expertise in compliance operations.

Noel Georgenes

Engineer

Builds the platform that makes COI compliance fast, auditable, and reliable.

Scott Banks