Can I fill ACORD 25 from Excel?

Yes. Upload your ACORD 25 PDF, import an Excel file with one certificate holder or request per row, map the columns to the PDF fields, preview the output, and export completed COI PDFs.

Can I use Google Sheets or CSV instead of Excel?

Yes. The same PDF mail merge workflow supports Excel, Google Sheets, and CSV imports, so teams can use the certificate holder or COI request list they already maintain.

Do you provide the official ACORD 25 form?

No. This tool does not provide ACORD forms, ACORD downloads, ACORD licensing, or legal advice. It fills the PDF template you upload. For the form itself, check the [ACORD Forms Portal](https://formsportal.acord.org/Home) and contact [ACORD Member Services](https://www.acord.org/ACORD-about/contact-us) if you need help with access or licensing.

Is this affiliated with ACORD?

No. Sheets To Labels and PDF Mail Merge are not affiliated with, endorsed by, or sponsored by ACORD. ACORD is a trademark of its respective owner.

Can I generate one certificate per certificate holder?

Yes. That is the core workflow: one spreadsheet row can become one filled ACORD 25 PDF. You can also export a merged review PDF when someone needs to inspect the full batch.

Can this handle non-fillable ACORD 25 PDFs?

Yes. If your PDF has no form fields, you can still place text, checkbox, and other mapped fields directly on the page, but you still need to upload the ACORD 25 PDF template yourself.

Can I map policy limits and dates?

Yes. Map policy numbers, effective dates, expiration dates, limits, insurers, and coverage rows from spreadsheet columns to the matching fields or positions on your PDF.

Can I reuse the same mapping later?

Yes. Once the ACORD 25 template and field mapping are set up, you can reuse the workflow for future certificate holder lists instead of rebuilding the placement each time.

Is this a replacement for an agency management system?

No. It is a focused PDF mail merge workflow for teams that already have spreadsheet data and need batch-filled COI PDFs. A full AMS may still be better for policy management, issuance rules, renewal tracking, and carrier integrations.

How should I test before sending real COIs?

Start with a small batch that includes long holder legal names, long addresses, jobsite or project-specific wording, additional insured language, waiver wording, unusual limits, and any ADDL INSD or SUBR WVD checkbox cases. Preview those rows before exporting the full batch.

Is my certificate holder or COI request data stored on your servers?

The workflow is local-first, and imported spreadsheet rows are not stored as account data by default. Review your internal compliance requirements before uploading or exporting insurance documents.

Built for agencies, brokers, contractors, property managers, and vendor compliance teams that repeat the same COI fields again and again.

Fill ACORD 25 from Excel, Google Sheets, or CSVBulk COI PDFs

Q: What columns should my spreadsheet include?

Useful columns include certificate_holder_legal_name, certificate_holder_address, project_name, jobsite_address, description_of_operations, additional_insured_wording, waiver_of_subrogation, insured_name, producer_name, carrier, policy_number, effective_date, expiration_date, limits, email, and file_name.

Turn a certificate holder spreadsheet into completed ACORD 25 Certificate of Liability Insurance PDFs. Upload your own licensed ACORD 25 template, map producer, insured, policy, limits, description, and certificate holder fields, then export one COI per row or a merged review file.

Start with Your ACORD 25 PDF

We do not provide ACORD forms. Get the PDF from your own authorized source, then import holder data from Excel, Google Sheets, or CSV.

Bulk fill ACORD 25 certificates from spreadsheet data

PDF Mail Merge

Automatically fill PDF forms with data from Excel or Google Sheets, 100% locally.

Local-first workspace for PDFs and spreadsheet data.

Data Source

Spreadsheet or Google Sheets

Drop CSV / XLSX here

or click to choose from your device

PDF Template

Fillable PDF form

Drop PDF here

or click to choose from your device

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COI Workflow

How to bulk fill ACORD 25 certificates from spreadsheet rows

Most ACORD 25 work is repetitive: the agency profile, insured information, policies, carriers, and limits stay stable while certificate holder and project details change. Use one mapped PDF template and a spreadsheet row for each holder.

Excel, Google Sheets, or CSV importOne certificate holder per rowUse your own ACORD 25 PDF templateSeparate COI PDFs, merged review file, or ZIP export

1Step 1

Upload your ACORD 25 PDF template

Start with the exact ACORD 25 PDF your agency or organization is permitted to use. If the PDF has fillable fields, they can be detected. If it is a static PDF, place fields visually on the certificate.

Keep the approved certificate layout instead of recreating it in Word.

Use one reusable template for recurring certificate holder requests.

This workflow fills user-provided PDFs. It is not an ACORD form library or an ACORD licensing service.

The PDF template stays the source of truth for the finished certificate.

2Step 2

Import your certificate holder or COI request list

Bring in an Excel file, CSV file, or Google Sheet with one certificate holder, project, jobsite, landlord, GC, venue, or vendor request per row.

Use columns such as Certificate Holder Legal Name, Holder Address, Project Name, Jobsite Address, Description of Operations, Additional Insured Wording, Waiver of Subrogation, Email, and File Name.

Keep producer, insured, carrier, policy number, effective date, expiration date, coverage type, and limit columns in the same sheet when those values vary by certificate.

If every holder shares the same insured and policy profile, keep those values in the sheet anyway when reviewers need to confirm policy numbers, dates, and limits before certificates go out.

Spreadsheet rows make holder imports easier to review before certificates are generated.

3Step 3

Map ACORD 25 fields once

Bind spreadsheet columns to producer, insured, insurer, policy, limit, description of operations, and certificate holder areas on the PDF.

Map text fields, checkboxes, dates, and long description blocks.

Preview holders with long names, long addresses, additional insured wording, and project-specific notes.

The preview step matters because COI mistakes usually come from copied holder text, outdated limits, or long descriptions that no longer fit.

Use real rows to catch mapping and layout problems before the batch goes out.

4Step 4

Export COI PDFs for delivery or review

Generate one ACORD 25 PDF per spreadsheet row, a merged review PDF, or a ZIP file with filenames based on holder name, project, or request ID.

Use separate PDFs when certificates need to be emailed to different holders.

Use a merged PDF when an account manager or compliance reviewer wants to inspect the whole batch first.

The goal is a repeatable COI batch, not another round of manual PDF edits.

Ready to test one real certificate holder batch?

Use 5 to 20 representative rows first: one simple holder, one long legal name, one long address, and one row with additional insured or waiver wording.

Try the ACORD 25 Workflow

Features for ACORD 25 and certificate of insurance workflows

Designed for recurring certificate requests where spreadsheet data is already the easiest source of truth.

Excel, Google Sheets, and CSV imports

Start from the format your team already uses for certificate holder lists, project rosters, vendor requests, or compliance exports.

One COI PDF per row

Generate a separate certificate for each holder or project so files are ready for email, upload, or archive.

Certificate holder and COI request mapping

Map holder legal name, address, project, jobsite, attention line, request ID, and delivery notes from spreadsheet columns.

Policy and limit mapping

Populate carrier, policy number, effective date, expiration date, commercial general liability, auto, umbrella, workers compensation, and other visible limit fields.

Description of operations support

Preview long wording for additional insured, waiver of subrogation, primary and non-contributory language, jobsite descriptions, and contract notes before export.

Fillable and non-fillable PDFs

Use existing ACORD 25 form fields when available, or place text and checkbox fields visually on a static PDF.

Custom filename rules

Name files with holder name, project ID, insured name, policy year, or request number so the exported ZIP is usable immediately.

Browser-first batch workflow

Run focused certificate batches without rebuilding the PDF in Word, maintaining a macro, or setting up a full insurance platform.

A practical COI batch workflow

Use the spreadsheet your team already trusts and generate certificates from a repeatable PDF mapping.

3 data sources

Import Excel, Google Sheets, or CSV

1 row

Per certificate holder, project, vendor, or jobsite

0 forms provided

Use your own licensed ACORD 25 PDF

Questions about filling ACORD 25 from Excel, Sheets, or CSV

Important details for insurance agencies, brokers, contractors, and compliance teams before using a spreadsheet-to-COI workflow.

Still have questions?

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Run a small ACORD 25 batch with real holder rows

Upload your licensed ACORD 25 PDF, import a short Excel, Google Sheets, or CSV file, and preview whether the certificate holder wording, limits, and filenames are ready for repeat use.

Try the ACORD 25 Workflow See Pricing

Best first test: 5 to 20 rows with the messiest certificate holder names, addresses, descriptions, and additional insured wording.