Skip to content
COI tracking · Commercial real estate

COI tracking for commercial real estate firms

Multi-tenant assets bring a constant stream of service vendors and tenant-improvement contractors, and asset managers and lenders expect proof they’re all insured. COI Tracker keeps every certificate current and one filter away.

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

The job

Where this gets hard

Asset managers and lenders expect current COIs on demand

A coverage request shouldn’t mean an afternoon in your inbox. Filter the dashboard by status and export a CSV proof-of-coverage list in minutes.

Tenant improvements bring in vendors you didn’t vet

TI contractors come and go fast, and an uninsured one working in a leased suite is your exposure. Track each one’s certificate as the work is scheduled.

Portfolios span buildings, cities, and renewal dates

Dozens of vendors across multiple assets means dozens of expiry dates. COI Tracker watches all of them and emails you before each one lapses.

Typical vendors commercial real estate track

Examples we see in this dashboard

  • HVAC & mechanical contractors
  • Security & fire-safety firms
  • Parking-lot maintenance crews

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 — Commercial real estate

Asset managers keep asking for current vendor COIs — how do I keep up?

Every certificate sits in one dashboard you can filter by status and export to CSV, so a coverage request is a two-minute job, not an inbox search.

What insurance do commercial building vendors typically carry?

General Liability, Workers Compensation, Auto Liability, and frequently Umbrella for higher-risk trades. COI Tracker stores whatever type and limit you record per vendor.

Does COI Tracker check that a vendor is actually compliant?

No — it tracks and reminds. You review each certificate and decide whether the coverage meets your requirements; the tool makes sure you never lose track of the renewal.

How do the expiry reminders work?

You’re emailed automatically 30, 14, and 7 days before each certificate expires, across every property and vendor you track.

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.