COI Tracking for Property Managers

A simple COI checker for property managers. Upload vendor or tenant certificates and flag missing coverage, expired policies, low limits, and Additional Insured issues.

No credit card required.

Sample Certificate of Insurance document
OK

Result

PASS

Limits, dates, and required wording found.

1 Fast review

Upload one certificate.

2 Clear result

See what passes or needs review.

3 Private workflow

Use only files you are allowed to share.

4 Vendor follow-up

Send a simple correction request.

COI Tracking for Property Managers

Track vendor and tenant COIs without living in spreadsheets.

Upload a Certificate of Insurance and instantly see whether it meets your property’s requirements.

Built for vendor and tenant certificates

Property managers often deal with different insurance requirements for vendors, contractors, tenants, and service providers.

The checker helps you review each certificate consistently before someone starts work, renews a lease, or enters the property.

Replace manual spreadsheet review

A spreadsheet can store expiration dates, but it cannot read a PDF, compare limits, or tell you whether Additional Insured wording is missing.

This checker gives property teams a faster first review before they update their records.

Use cases

Use it for:

  • Landscaping vendors
  • Cleaning companies
  • HVAC contractors
  • Security vendors
  • Maintenance providers
  • Construction contractors
  • Retail tenants
  • Office tenants
  • HOA vendors

Sample result

Status: FAIL

  1. General Liability per occurrence is $500,000. Required: $1,000,000.
  2. Workers’ Compensation coverage was not found.
  3. Certificate expires in 18 days.
  4. Additional Insured wording does not name the property owner.

FAQ

Is this a full property management system?

No. It is a focused COI checker that helps property teams review certificates faster.

Can it check tenant COIs and vendor COIs?

Yes. You can use different requirement templates for tenants, contractors, and vendors.

Can it send renewal reminders?

Yes. After a certificate is checked, the expiration date can be tracked and renewal reminders can be generated.

Disclaimer

This tool provides document-level review of Certificates of Insurance. It does not provide legal advice, insurance advice, or guarantee that coverage is active. For high-risk work, suspicious certificates, or unclear endorsements, confirm details with the issuing broker, carrier, or legal counsel.

How it works

1

Upload

Add one vendor COI PDF.

2

Review

Compare dates, limits, names, and required wording.

3

Follow up

Send the vendor a clear correction request when needed.