> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Certificate Review

> Review certificates of insurance for accuracy, completeness, and potential errors & omissions (E&O) exposure. Cara cross-checks the certificate against policy documents to identify discrepancies, missing information, or compliance issues.

### How it works

<Frame caption="Certificate Review">
  <img src="https://mintcdn.com/oystertechnologiesinc/PY1gFhJpMuuYvPFQ/images/ScreenShot2025-08-11at21.46.27pm.png?fit=max&auto=format&n=PY1gFhJpMuuYvPFQ&q=85&s=7c201c514a7af680fe95c91048a57adb" alt="Screen Shot2025 08 11at21 46 27pm Pn" width="3600" height="2008" data-path="images/ScreenShot2025-08-11at21.46.27pm.png" />
</Frame>

<Steps>
  <Step title="Upload documents">
    * Upload the certificate of insurance you want Cara to review in the first section.
    * Upload any related quotes or policies in the second section—this allows Cara to compare the certificate details against the actual coverage to identify potential discrepancies.
  </Step>

  <Step title="Add Additional Notes" stepNumber={2}>
    Use the Additional Notes section to provide specific context for the review, such as "Check GL limits match contract requirements" or "Verify additional insured endorsements are properly reflected."
  </Step>

  <Step title="Click 'Create Workspace'" stepNumber={3}>
    Once you click Create Workspace, Cara will generate a comprehensive review showing:

    * **Accuracy check:** Verification that certificate details match the underlying policy information
    * **Completeness assessment:** Identification of any missing required information or endorsements
    * **E\&O risk analysis:** Flagging of potential errors or omissions that could create liability exposure
    * **Compliance review:** Assessment against standard certificate requirements and industry best practices
  </Step>
</Steps>