Atlas HVAC
GL, Auto, Workers Comp, and Umbrella limits meet stated requirements.
Action: Vendor may be scheduled.Ongoing COI monitoring for property managers
Managing COIs is a pain.
Let us do it for you. Satisfaction guaranteed, or you don’t pay.
We hold your vendors to standard. You focus on results. We verify compliance across your network, so your business can thrive. Compliance handled. Growth unleashed.
Only 10 founding memberships. Human-reviewed service. First-cycle satisfaction guarantee.
Vendor-by-vendor compliance review
Expiration tracking
Missing endorsement visibility
Plain-English action summaries
Human-reviewed before delivery
Built for property managers
Vendor COIs, renewals, missing coverage, and audit-ready reporting.
Private by design
Documents handled through a controlled review workflow.
Human-reviewed
Structured extraction assists the work. A human reviews before delivery.
Plain English output
Status, issue, and action required. No insurance jargon maze.
The problem
COIs look simple. Managing them is not.
Vendor certificates arrive in different formats. Requirements live in leases, contracts, owner standards, and spreadsheets. Expiration dates get missed. Endorsements are assumed but not confirmed. Vendors get scheduled before anyone knows what is missing.
We turn the pile into a clear report your team can act on.
Sample report excerpt
What you get back is a decision list plus a comprehensive PDF and XLSX file.
Not a document dump. Not a spreadsheet mystery. The report shows who is cleared, who needs follow-up, and what your team should request before scheduling work.
Sample delivered summary
Riverview Property Group
18 cleared
7 renew soon
5 missing docs
3 hold work
Vector Security
COI references Additional Insured status, but the actual endorsement was not provided.
Action: Request AI endorsement naming required entity.Summit Roofing
Workers Comp policy is expired and replacement certificate was not included.
Action: Do not schedule until renewal is received.Every reviewed vendor is grouped by status, issue, and next step so your team can act without interpreting insurance language line by line.
How it works
Send. Review. Act.
No implementation. No training. No dashboard required to get started.
- 1
Join the founding membership
We confirm your requirements, active vendors, and onboarding scope.
- 2
Send your vendor files
Upload your COIs, endorsements, and insurance requirements through our Dropbox upload request.
- 3
We clean up and manage the file
We review coverage, identify gaps, follow up with vendors, and track renewals.
- 4
You get clear recurring reports
Clear status. Clear issue. Clear next step.
What we check
The details that usually get missed.
If it is not confirmed, we say so.
- General Liability
- Workers Compensation
- Auto Liability
- Umbrella / Excess
- Expiration dates
- Named insureds
- Certificate holders
- Additional Insured status
- Waiver of Subrogation
- Primary and Non-Contributory wording
- Missing endorsements
- Limit shortfalls
- Expired policies
- Mismatched entities
- Incomplete certificates
Private + reviewed
Too important for a public chatbot.
COI compliance should not depend on unmanaged chatbot prompts. We use a controlled document workflow, compare each certificate against your requirements, and human-review the report before delivery.
AI helps organize the work. Human review protects the output.
Founding membership
One clear price. We handle the work.
The first 10 property management teams receive the complete managed service for $499 per month. The founding price stays locked while the membership remains active and within its original scope.
Founding Membership · 10 available
$499/mo
Managed COI compliance for property teams with up to 50 active vendors.
- Initial vendor-file cleanup included
- COI and endorsement review
- Expiration and renewal monitoring
- Vendor follow-up included
- Plain-English compliance reporting
- Secure account and document upload
- Founding price locked while active
Simple terms
90-day initial engagement, then month-to-month. Up to 50 active vendors within the founding scope.
Satisfaction guaranteed
If you are not satisfied with your first completed compliance report, tell us within seven days and we will refund your first month.
FAQ
Questions property teams usually ask.
Is this software?
COIComply is a managed compliance service. We use software internally, but customers receive hands-on vendor-file cleanup, monitoring, follow-up, and clear reports without a heavy platform rollout.
Who is the founding membership for?
It is designed for property management teams with up to 50 active vendors that want COI administration moved off their internal staff.
What is included in the $499 monthly price?
The founding membership includes initial vendor-file cleanup, COI and endorsement review, expiration and renewal monitoring, vendor follow-up, secure uploads, and recurring compliance reporting.
What requirements do you check against?
We check against the insurance requirements you provide. These may come from leases, vendor contracts, owner standards, property rules, or internal compliance guidelines.
What if we do not have written requirements?
We can still flag obvious issues like expired policies, missing coverage types, incomplete certificates, and upcoming renewals. Your team should confirm final compliance standards with ownership, legal counsel, broker, or risk manager.
Do you review endorsements?
Yes, if endorsements are provided. If a COI references Additional Insured status, Waiver of Subrogation, or Primary and Non-Contributory wording but the endorsement is missing, the report will mark it as not confirmed.
How quickly can we get started?
Onboarding begins after the founding membership is confirmed. Timing for the initial report depends on the size and condition of the vendor file and whether all requirements and documents are available.
How does the satisfaction guarantee work?
If you are not satisfied with your first completed compliance report, tell us within seven days and we will refund your first month.
What counts as an active vendor?
An active vendor is one your team may schedule, approve, pay, or keep on file for work at a managed property. Vendors that no longer work with your properties do not need to remain in the monitored count.
Do you contact vendors for us?
Yes. Vendor follow-up is included in the founding membership. We identify what is missing and work to obtain the required renewal, certificate, or endorsement.
Is pricing month-to-month?
The founding membership begins with a 90-day initial engagement and becomes month-to-month afterward. The $499 founding price remains locked while the account stays active and within its original scope.
What happens if we exceed 50 active vendors?
We will discuss the expanded scope with you before changing anything. You can archive inactive vendors or move to a custom arrangement based on portfolio size and service requirements.
Is this a legal opinion or insurance coverage determination?
No. The report identifies apparent compliance gaps based on the documents and requirements supplied. It is not a legal opinion, coverage determination, or substitute for review by counsel, broker, carrier, or risk manager.