Every vendor's insurance certificate — collected, verified, and chased. Without you touching it.

A done-for-you certificate desk for property management firms. We request COIs from your vendors, verify them against requirements you approve — including the endorsement pages — chase every renewal, and send you a one-page compliance report monthly. Entirely by email. No software to learn, no calls, ever.

Start for $199/mo See a sample report

Month-to-month · cancel anytime · your data returned on request

How it works

You approve the checklist once. We run the desk forever.

STEP 1

Approve your requirements

We send a requirements matrix — what each vendor type must carry. You (or your insurance broker) set the values and sign off. We never decide coverage; we enforce your list.

STEP 2

We collect & verify

Your vendors get a clear request from your dedicated certificate inbox. Every document that comes back is checked: limits, dates, named parties, and the actual endorsement pages — not just the checkboxes.

STEP 3

We chase, you decide

Renewals get chased at 90, 60, 30, and 7 days automatically. Non-responders get escalated to you with the full paper trail and simple options. You make the calls; we do the work.

The monthly report

One page. Every vendor. Zero surprises.

On the first of each month you get an owner-ready compliance report: who's compliant, what's expiring within 30 days, and exactly what's missing where — with the chase status on every open item. Forward it to an owner or an auditor as-is.

Download the sample report (PDF)

Pricing

Less than two hours of a coordinator's week.

An in-house certificate coordinator runs $36–50k a year. Full-service compliance platforms start around $10,000 a year with 200-vendor minimums. We built the desk for everyone else.

FOUNDING — 5 SPOTS

Founding Pilot

$199/month

Up to 50 vendors
Full desk: collection, verification, endorsement checks, renewal chasing
Monthly compliance report
Founding rate locked for life
Month-to-month, cancel anytime

Claim a founding spot

Standard

$299/month

Up to 100 vendors ($3/vendor/mo beyond)
Everything in the pilot
Quarterly requirements review reminder
5-year document archive
Month-to-month, cancel anytime

Start standard

Portfolio

Custom

Multiple entities or 200+ vendors
Same desk, priced per vendor
Written proposal within 2 business days

Email us your vendor count

Why trust us with this

Built to be boring, careful, and accountable.

Your requirements, in writingNothing is checked against a standard we invented. Your approved matrix is the single source of truth, and every exception is your written call.

Endorsements, not checkboxesThe most common certificate failure is additional-insured status that was claimed but never evidenced.² We ask for the actual endorsement pages.

Professionally insuredWe carry professional liability (E&O) coverage for this work — certificate available on request.

Nothing held hostageMonth-to-month terms. Cancel anytime and get your complete vendor file, documents, and tracker exported within 5 business days.

Questions

Fair questions, straight answers.

Is this insurance advice?

No — deliberately. We verify documents against requirements that you and/or your insurance broker set and approve. If a question needs an insurance opinion ("is $1M enough?"), we'll point you to your broker every time. That separation is what keeps the service clean, fast, and safe.

What if a vendor never responds?

Then you'll know — with the dated paper trail of every request. We escalate with simple options: pause their work orders, grant a written exception, or keep chasing. The decision is always yours; the visibility is the product.

Do my vendors have to learn a portal?

No. Vendors get a plain email they can forward to their insurance agent — which is what usually happens, and agents handle certificate requests all day. No logins, no apps, no friction.

We already have a tracking spreadsheet or free tool.

Great — keep it if you like it. A tracker still means someone at your office reads certificates, understands endorsements, and chases roofers. We're not selling software; we're selling that work being done, every week, without you.

How fast is onboarding?

You approve the requirements matrix in week one; vendor requests go out the same week; your first full compliance report arrives on the next 1st of the month.

How do we talk to you?

Email, with a 48-business-hour response commitment (usually much faster). The whole desk runs in writing — it's quicker than phone tag and every request leaves an audit trail.

Find out what's expired before it matters.

Founding pilots start with your 20 messiest vendors. Within two weeks you'll have a before/after report showing exactly where you're exposed — and a desk that keeps it fixed.

Claim a founding spot — $199/mo