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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.

May 17, 2026 · 6 min read

Small commercial landlords — strip malls, mixed-use buildings, small office parks — face the same COI headaches as large PM firms, often without a dedicated admin team. You still need proof that HVAC, roofing, and renovation vendors carry adequate insurance before they work on your asset.

Who needs to provide COIs

  • Your direct contractors (roof, parking lot, signage)
  • Tenant improvement vendors (verify via lease requirements)
  • Shared service providers (snow, landscaping for common areas)
  • Utilities and low-voltage contractors when accessing building systems

Minimum standards for commercial landlords

  • $1M general liability per occurrence
  • Workers comp for vendors with employees
  • Landlord LLC named as certificate holder
  • Additional insured on GL for major capital projects
  • Auto liability for contractors with on-site vehicles

When spreadsheets break down

At 5–10 vendors, a spreadsheet works. At 15+ across multiple properties, expirations slip. One missed roofing COI during a leak repair creates outsized exposure relative to rent roll. Software pays for itself vs one hour of admin monthly.

Affordable tracking without enterprise sales calls

Enterprise platforms require demos and $500+/mo contracts — overkill for a 20-unit commercial portfolio. CertGuard starts free (5 vendors), Pro trial included, paid plans from $59/mo with PDF extraction and compliance rules. Built for operators who self-manage without a risk department.

Related: COI software buyer’s guide · Minimum GL limits · Start free

Stop chasing vendor COIs in spreadsheets

CertGuard auto-reads COI PDFs, flags under-insured vendors, and sends expiry reminders — free for 5 vendors, 14-day Pro trial, no sales call.