Define community requirements.
Keep community entity names and the insurance requirements for each vendor together, with a built-in low-risk services benchmark to start.
COI tracking for HOA teams
Less paperwork for the whole community.
Keep landscapers, cleaners, and maintenance vendors in one place. Track certificates, Workers’ Compensation exceptions, and renewal dates across the communities you manage.
Your communities, together.
Evergreen Grounds
Criteria MatchedOak Lane HOA
Clearwater Pool Care
Discrepancy DetectedWillow Park HOA
Northline Maintenance
Criteria MatchedPine Ridge HOA
Illustrative workflow · Sample data
From first request to the next renewal.
Give vendors one simple link.
Collect certificates and supporting pages without asking vendors or their brokers to create another account.
Stay ahead of expiration dates.
Review renewal dates and Workers’ Compensation exception requests. Pro and Business add automatic renewal reminders.
Your requirements, in black and white.
Start with a built-in benchmark. Pro and Business let you tailor limits, endorsement forms, and entity names to the work you manage.
| Coverage | Starting requirement |
|---|---|
| Commercial General Liability | $1,000,000 Each Occurrence / $2,000,000 General Aggregate / $2,000,000 Products-Completed Operations |
| Automobile Liability | $1,000,000 Combined Single Limit (Any Auto) |
| Workers’ Compensation | Statutory limits with $500,000 Employer’s Liability, or documented sole-proprietor exemption request reviewed by the manager |
| Additional Insured & WOS | Both the Homeowners Association corporate entity and the community management firm scheduled on General Liability with Waiver of Subrogation and a signed W-9 |
A starting benchmark, not a substitute for your contract or professional advice.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.