COI tracking for property managers
Every vendor on your properties, insured and on file.
Vendors upload their COIs from a link. Certy reads each one, checks it against your requirements, and reminds them before coverage lapses — so you’re ready whenever an owner or lender asks.
From $49/month · Vendors never need an account · 30-day money-back guarantee
- General liability$1M / $2M
- Auto liability$1M CSL
- Additional insured on GL
- Auto expiresin 19 days
- Vendor emailed with the fix list · just now
Illustration with example data
Why it matters
One lapsed vendor is all it takes.
The vendor who lapsed mid-contract
The landscaper’s policy expired in March. Nobody noticed until a tenant tripped over their equipment in June.
Owners and lenders ask for proof
When an owner, lender or auditor asks which vendors are insured, you need an answer in minutes — not a week of digging through email.
Every property, a different folder
COIs scattered across inboxes and shared drives, a spreadsheet per building, and no one sure which version is current.
Every vendor, one screen
Answer “are they insured?” in ten seconds.
Every vendor gets a status from their latest COI — compliant, expiring, expired, not compliant or missing — with the reason spelled out.
Start tracking vendorsCompliant
41Expiring ≤ 30d
5Missing
2How it works
Set it up once. Stay audit-ready from then on.
Set your requirements
The limits your management agreements and vendor contracts require — GL, auto, umbrella, workers’ comp, additional insured.
Send every vendor a link
Cleaners, landscapers, HVAC, elevator, security — each gets a private upload page that lists exactly what you need.
Stay audit-ready
Every COI is read and checked automatically. Vendors are reminded 30, 14 and 7 days before anything lapses.
Coverage timeline
See every renewal coming — months ahead.
Fair questions
What property managers ask first.
“Our vendors are slow to send anything.”
That’s what the reminders are for. Certy emails them on a schedule with a one-tap upload link until the COI is in — you stop being the one chasing.
“We already keep COIs in a shared drive.”
A drive stores files. It doesn’t read the limits, notice the missing additional insured, or warn you that the elevator contractor’s policy expires next week.
“Our property software has a COI field.”
Usually it’s a date and an attachment. Certy actually reads the certificate, checks it against your requirements, and collects renewals for you.
Done for you
Send us your COIs. We’ll set you up.
Starting is the hard part. Email us the certificates you already have — a folder, a zip, a messy inbox export — and we’ll load your first 50 vendors, set your requirements with you, and send their upload links. Free with any plan.
- Your first 50 vendors loaded for you
- A short call to match your contract’s insurance requirements
- Upload links sent to every vendor on day one
- 30-day money-back guarantee
Features
Everything you need to stay covered.
Reads any COI
ACORD 25 PDFs or phone photos. Policies, carriers, limits, dates and endorsement boxes, extracted for you.
Checks your requirements
Plain-English reasons when a certificate falls short, including the certificate holder name.
Renewal reminders
Automatic emails before coverage lapses, and weekly while a COI is missing or not compliant.
Vendor upload links
Add the link to your vendor onboarding packet. Every renewal comes back to the same place.
One view across properties
Filter straight to the vendors that are expiring, expired or missing — before an owner asks.
Bulk import
Paste your vendor list and request certificates from everyone at once.
Pricing
Priced by vendors, not by doors.
Every plan includes vendor upload links, reminders and compliance checks.
Starter
For small crews and single properties.
- 25 active vendors
- 50 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
Growth
For busy GCs and growing portfolios.
- 150 active vendors
- 300 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
Pro
For large subcontractor and vendor lists.
- 500 active vendors
- 1,000 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
30-day money-back guarantee — if it isn’t right for you, we refund your first payment.
FAQ
Questions, answered.
- 01
Which vendors should I track?
Anyone who works on your properties: cleaning, landscaping, snow removal, HVAC, plumbing, electrical, elevator, security and general contractors on capital projects.
- 02
Do vendors need an account?
No. Each vendor gets a private upload link that lists your requirements. They upload the COI from a phone or computer.
- 03
What does Certy check?
General liability, auto, umbrella/excess, workers’ comp and employers’ liability limits, additional insured, waiver of subrogation, the certificate holder name, and every policy’s expiration date.
- 04
Can you set it up for me?
Yes. Email us the COIs you already have and we’ll load your first 50 vendors, set your requirements with you, and send their upload links. Free with any plan.
- 05
What if it isn’t right for us?
Cancel anytime. If you’re not happy within 30 days of your first payment, email us and we’ll refund it in full.
Know which vendor COIs need attention before an owner asks.
Send your first upload link in a few minutes — or email us your COIs and we’ll do it. 30-day money-back guarantee.
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