Vendor COI tracking for property managers

What makes property management different?

Vendors come and go building by building, many are small, and the same vendor may serve several properties with different holders and additional insureds. A single master list is not enough: the certificate has to name the right entity for the right building.

What we track

• Vendor certificates by property, with the correct holder and additional insured names.
• Renewal dates with early follow-up.
• Missing endorsements, flagged for your broker.

We do not set your insurance requirements or interpret leases. Those stay with you and counsel.

Where are we in this market?

Honest answer: this segment has established software players. We are the better fit when you want someone else to do the chasing and you do not want another dashboard to babysit.

A simple routine for property managers

1. Before the vendor starts: get the certificate and the additional insured form naming the owner and your company.
2. Once a month: list every vendor whose coverage ends in the next 30 days.
3. When something lapses: pause new work orders for that vendor until a new certificate arrives.
4. Once a year: clear out vendors you no longer use so your list stays honest.

If that is more than you want to do by hand, see how we do it for you.

Vendors to watch most closely

• Landscaping, snow and pool vendors, who drive and use equipment on site.
• Roofers and exterior contractors.
• Plumbers, electricians and HVAC contractors working in occupied units.
• Cleaning and security companies with staff on your property.

Ask each for a certificate naming the owner and your company as additional insured, then track the end dates.