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COI tracking · Condo associations

COI tracking for condominium associations

A condominium shares walls, roofs, and elevators — and an uninsured contractor’s accident on any of them can be pushed onto the association’s master policy. COI Tracker keeps every vendor’s certificate current so the claim stays on the vendor.

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

The job

Where this gets hard

Shared systems mean shared liability

Elevator, roof, and common-area work touches everyone’s home. An uninsured vendor’s accident there can be pushed onto the association’s master policy instead of the vendor’s own coverage.

The board and the manager each assume the other is tracking it

Nobody actually owns the COI list, so certificates quietly expire. One dashboard makes the current status obvious to whoever looks — no more finger-pointing after a lapse.

Your insurer wants vendor COIs at every renewal

Brokers increasingly ask condo associations to prove their vendors are covered. Export a status-filtered CSV and hand it over without a scramble.

Typical vendors condo associations track

Examples we see in this dashboard

  • Elevator service companies
  • Window-washing crews
  • Plumbing & mechanical contractors

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 — Condo associations

Why track COIs if we already have a master policy?

Because an uninsured contractor’s accident in a shared hallway or on the roof can be pushed onto the association’s master policy. Tracking every vendor’s certificate keeps that claim on the vendor, where it belongs.

What coverage do condo association vendors typically carry?

General Liability and Workers Compensation are the common baseline, with Auto Liability for drivers and Umbrella often required for elevator or roofing work. You record the type per vendor.

How do I request an updated certificate from a vendor?

Click Request Update and COI Tracker emails the vendor in your name asking for a fresh certificate — no digging up their broker’s address.

Where is the actual certificate kept?

You upload the PDF or photo and it’s stored privately behind a signed link, so proof of coverage for any vendor is one click away.

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.