Owners hold you responsible for every contractor that touches the building. One expired COI is enough to push a vendor’s claim onto the property’s policy. Automated reminders at 30, 14, and 7 days put every renewal in front of you before it lapses.
10 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
When the owner or insurance broker asks for proof every vendor is covered, "I think it’s in the inbox" doesn’t cut it. COI Tracker keeps every active certificate one click away.
If a roofer’s GL policy lapsed in March and a slip-and-fall happens in April, your management agreement likely puts the burden on you to have caught it. Automated reminders close that exposure.
Five buildings × ten trades × annual renewals = fifty emails a year you cannot afford to miss. COI Tracker batches all of it into one dashboard.
Typical vendors property managers track
Managing strata or condo buildings in British Columbia? WorkSafeBC clearance status is separate from a vendor’s annual COI and can change on its own schedule. See COI and vendor compliance for BC strata managers for how that workflow is handled.
Yes, via a naming convention — there is no separate per-property object today. Include the property in the vendor name field ("Building 100 – Acme Cleaning") and filter the dashboard by that prefix. Growth+ supports CSV import so you can bulk-load existing tracker spreadsheets in one shot.
Most management agreements require General Liability ($1M / $2M aggregate is common), Workers Compensation, and Auto Liability for any vendor driving on-site. Umbrella is increasingly required for higher-risk trades like roofing and electrical. COI Tracker stores the certificate type per vendor so you always know what each one carries.
Filter the dashboard by status, export the CSV, and you have a proof-of-coverage report for the binder owners and insurance brokers expect. CSV export is included on every plan, including Free.
Yes. The workflow is identical: add the vendors your association hires, set the expiry date, and reminders fire automatically. Starter and Growth cover the vendor counts a typical small HOA deals with.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product — other industries, regions, and use cases we cover.
10 vendors free, no credit card required. Upgrade only when you outgrow it.