Resources
COI tracking guides for property managers
Practical guides on vendor compliance, certificate of insurance audits, and choosing COI tracking software — written for property managers, HOA boards, and commercial landlords.
Free vendor COI audit checklist →Guides
Vendor COI Tracking for Small Commercial Landlords (5–50 Units)
COI tracking guide for small commercial landlords — contractors, tenants’ vendors, minimum requirements, and affordable software options.
6 min read
GuidesAdditional Insured Endorsements Explained for HOAs & Landlords
What additional insured means on a vendor COI, how it differs from certificate holder, and what HOAs should require from contractors.
7 min read
GuidesWorkers Comp on Vendor COIs: What Property Managers Must Verify
How to verify workers compensation on vendor COIs — required limits, exemptions, and red flags for property managers and HOAs.
6 min read
GuidesWhat Happens When a Vendor COI Expires on Your Property
Liability risks when a vendor COI expires mid-project — what property managers should do immediately and how to prevent gaps.
6 min read
GuidesHow to Collect COIs from Vendors (Email Template Included)
Step-by-step guide to collecting certificates of insurance from vendors, plus copy-paste email templates for property managers.
6 min read
GuidesMinimum GL Limits for Vendors — Property Manager Guide
What general liability limits should property managers require from vendors? GL minimums by trade, HOA standards, and how to enforce limits automatically.
7 min read
GuidesHow to Read a Certificate of Insurance (ACORD 25)
Learn how to read an ACORD 25 certificate of insurance — key fields, coverage types, limits, and common mistakes property managers make.
10 min read
GuidesCOI Tracking Software: What Property Managers Should Look For (2026)
Compare COI tracking software features property managers need in 2026 — PDF extraction, compliance rules, vendor portals, and pricing tiers explained.
9 min read
Checklists
Annual Vendor Compliance Review Template
Annual vendor compliance review template for property managers — audit steps, board reporting, and COI verification workflow.
6 min read
ChecklistsHOA Vendor Insurance Requirements: What Boards Must Verify
HOA vendor insurance requirements checklist — GL limits, additional insured, workers comp, and annual verification for condo and HOA boards.
7 min read
ChecklistsVendor COI Audit Checklist for Property Managers
A practical vendor COI audit checklist for property managers and HOA boards — what to verify on every certificate before vendors start work.
8 min read