Certificate of insurance tracking for property managers

Sound familiar?

• A spreadsheet of vendors where half the expiration dates are out of date.
• Certificates that arrive by email and never make it into the spreadsheet.
• Chasing the same vendors for renewals every few months, one email at a time.
• Finding out a vendor's coverage had lapsed only after something went wrong on site.

How COI Relay handles it

You add the vendors you work with, or import your spreadsheet. Then:

• Each vendor gets a private link to upload their certificate. No account for them to create.
• Certificates you get by email can be forwarded to your COI Relay address and are filed automatically.
• Every certificate is read and checked against your requirements, including whether the additional insured box is marked.
• Vendors are reminded before their coverage expires, and you get one weekly summary instead of a pile of follow-ups.

Your requirements, checked every time

For example, you might require $1M per occurrence and $2M aggregate general liability, workers' comp, and the owner and management company named as additional insured. Set it once for each kind of vendor, and every certificate is checked against it.

That's an example, not a recommendation. Your contracts, lender, or broker decide what you require; COI Relay checks certificates against whatever you set.

Try it on one certificate

Drop any certificate into the free certificate checker to see what COI Relay reads from it. No signup needed.

This guide explains what certificates show. It isn't insurance or legal advice; ask your broker or attorney what to require.