Set the requirements.
Set the Certificate Holder and Additional Insured legal names on each property. Start with a built-in benchmark or tailor a template on Pro and Business.
COI tracking for property managers
Every building. Every vendor. One view.
Keep vendor insurance organized across your properties and ownership entities. See missing limits, entity names, and upcoming renewals without piecing together another spreadsheet.
Your portfolio, at a glance.
Northline HVAC
Criteria MatchedHarbor House
Evergreen Grounds
Discrepancy DetectedCedar Offices
Brightside Cleaning
Criteria MatchedWestfield Plaza
Illustrative workflow · Sample data
From first request to the next renewal.
Bring the certificates together.
Upload the certificates you already have, then give vendors and brokers a simple link for future documents.
Keep renewals moving.
See approaching expirations in one view. Pro and Business add a scheduled five-touch reminder sequence.
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 |
| Umbrella / Automobile Liability | $2,000,000 Umbrella (Retail Tenant preset) or $1,000,000 Any Auto Combined Single Limit (Low-Risk Janitorial / Landscaping preset) |
| Workers’ Compensation | Statutory limits with $1,000,000 Employer’s Liability ($500,000 on Low-Risk Janitorial / Landscaping; sole-proprietor exemption requests supported) |
| Endorsements | Property owner LLC and management company named as Additional Insured on GL with ongoing operations endorsement page attached, Primary & Non-Contributory wording, and Waiver of Subrogation on GL and WC |
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.