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COI tracking · Apartment operators

COI tracking for apartment complex operators

Apartment operations run on a rotating cast of vendors, and one uninsured crew is enough to turn a resident injury into a claim on your policy. COI Tracker keeps every certificate tracked and every renewal on the calendar.

3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card

The job

Where this gets hard

High vendor churn means COIs expire unnoticed

Pest control, appliance repair, and pool crews cycle constantly, and their certificates lapse just as quietly. Automated reminders keep every active vendor current.

A resident injury turns an expired COI into your problem

If an uninsured vendor hurts a resident, the claim can shift onto the property’s policy instead of theirs. A tracked certificate keeps the liability where it belongs.

On-site amenities raise the stakes

Pools, gyms, and playgrounds mean higher-risk vendors and higher limits. Record each vendor’s coverage and never let the renewal slip.

Typical vendors apartment operators track

Examples we see in this dashboard

  • Pest control companies
  • Appliance repair techs
  • Pool & amenity vendors

How COI Tracker handles it

  1. 1Add each vendor with name, email, certificate type, and expiry date — or bulk-import a spreadsheet on Growth+.
  2. 2Upload the certificate PDF on each row. Files are stored privately and surfaced through short-lived signed URLs.
  3. 3Get reminders 30, 14, and 7 days before each expiry. Click “Request Update” to ping the vendor for the new cert.
Try it with your first 3 vendors free

FAQ — Apartment operators

We swap vendors constantly — is this hard to maintain?

Add or remove vendors in seconds and let the reminders run. Every active certificate stays one filter away on the dashboard.

What coverage do apartment vendors usually need?

General Liability and Workers Compensation are standard, with Auto Liability for drivers and Umbrella for pool or high-rise work. You record the type per vendor.

A resident gets hurt by a vendor — why does the COI matter?

If the vendor’s policy had lapsed, the injury claim can land on the property’s policy instead of theirs. A current, tracked COI keeps it on the vendor.

How do I chase a vendor whose certificate expired?

Hit Request Update and COI Tracker emails them in your name for a new certificate — then reminders track the next renewal automatically.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.