COI tracking for property management companies
Property managers coordinate dozens of vendors across many properties — landscapers, plumbers, roofers, cleaners, elevator techs. Every one needs current insurance on file, and a single lapse can expose the owner to six-figure liability.
Typical vendors tracked: landscapers, cleaners, plumbers, electricians, roofers, elevator and HVAC contractors.
The problem
- • Roughly 6 hours a week collecting and chasing certificates across properties.
- • Certificates buried in email threads and shared drives, easy to miss on renewal.
- • No alert when a policy lapses — you find out after an incident.
- • Owners and lenders demand proof of vendor coverage during audits.
How CoverSynx helps
- ✓ One dashboard shows every vendor's status across all properties: compliant, expiring, or lapsed.
- ✓ Send each vendor a branded upload link — no account required on their end.
- ✓ AI reads each COI and flags missing coverage, low limits, or a missing additional-insured endorsement.
- ✓ Automatic reminders go out before a policy expires, so nothing slips.
FAQ
How many vendors can I track?
Plans scale from 50 vendors (Starter) to 750+ (Pro), with flat monthly pricing — no per-vendor fees.
Can I track certificates across multiple properties?
Yes. Group vendors by property or entity and see compliance for each from one dashboard.