One file per vendor
Certificates of insurance, signed W-9s for tax season, and state contractor licenses live in the same profile — so nothing is filed in three different places.
- ACORD 25 certificate
- ACTIVE
- Signed W-9
- ON FILE
- State license
- VERIFIED
Certificates audited in under 10 seconds
Vendor compliance,
completely solved.
Request coverage with one-click magic links, verify policies in seconds, and let renewals run straight through the broker. Built for residential, commercial, multifamily, and HOA portfolios.
- No contractor logins
- 10-second pass/fail audit
- Direct-to-broker renewals
Seamless companion to AppFolio, Yardi, Buildium, and RealPage via standard vendor roster import.
How a property stays compliant
One certificate, start to finish — requested, read, and renewed. The panels below run the loop in real time.
-
PM Property Operations
Today 9:41 AM
Hi Mike — we need Apex Mechanical's updated COI before Thursday's service visit.COI CORPUpload your certificate
Tap to add your ACORD 25, or forward to your broker.
app.coicorp.com/m/apex-mechanical
Uploaded. Copied my broker too — agent@pcrisk.comDelivered
iMessage01Request it by text
Vendors reply in seconds. No app, no password, no account to create.
-
Automated review AUDIT READYApex_ACORD_25.pdfReading policy fields…General aggregate $2,000,000Additional insured EndorsedPolicy expiration 2027-11-30REVIEWED 9:41:12 3 / 3 PASSED02
Let the audit run itself
Limits, endorsements, and dates are pulled from the certificate and checked against your rules.
-
Vendor record MONITORINGApex Mechanical COMPLIANTCleared for property accessBROKER RELAY CONNECTEDIssuing agent agent@pcrisk.comRenewal request T−30 daysNext check 2027-10-3103
Renew through the broker
Thirty days out, the request goes to the issuing agent — not to the contractor you'd have to chase.
Monday morning, two ways
The same portfolio, the same expiring certificates — one week tracked by hand, one week tracked by COI Corp.
On a spreadsheet
- Scanning color-coded rows to work out who expired over the weekend
- Twenty follow-up emails, most of which go unanswered
- Missing an additional insured endorsement buried in the fine print
- Digging through inboxes when the carrier's auditor shows up
On COI Corp
- Requests go out by text and email in a single click
- Limits and endorsements are read off the certificate and checked
- Renewals go to the issuing broker before the policy lapses
- The audit packet exports as one timestamped PDF
Built for any portfolio
Five residential units, a 400-door HOA, or a run of commercial plazas — the rules follow the property, not the plan.
Coverage rules per property
Hold routine residential maintenance to $1M, and require a $5M umbrella before anyone starts a commercial renovation. Each property carries its own threshold.
- Residential / HOA
- $1,000,000
- Commercial / high-rise
- $5,000,000
- Applied at intake
- AUTOMATIC
Audit packets on demand
When an owner, a board, or a carrier's auditor asks for proof, export every current certificate as one timestamped PDF — with the coverage rules each vendor was checked against.
PACIFIC PLAZA — Q1 2026
READY
- Vendors included
- 42
- Certificates current
- 42 / 42
- Generated
- 2026-09-01 14:20
Flat plans, priced by vendor count
Every plan includes the full audit engine and a 14-day free trial. Cancel any time.
Starter
Single properties, boutique operators, residential landlords, and HOAs.
$49 / month
- Up to 25 active vendors
- Automated certificate audits
- No-login magic links
- Direct broker renewals
- 2 admin seats
Most popular
Pro
Growing residential, multifamily, and commercial management firms.
$129 / month
- Up to 75 active vendors
- Unlimited internal seats
- Coverage rules per property
- W-9 and license tracking
- One-click audit packets
- Priority broker relay
Portfolio
Regional portfolio groups and enterprise management operators.
$279 / month
- Up to 200 active vendors
- Multiple LLCs in one workspace
- Email sent from your domain
- Escalating SMS reminders
- Priority phone and chat support
Automated verification on every plan. Cancel in one click, no phone call.
Questions worth asking
Do contractors need to create an account?
No. Apps and passwords are exactly the friction that stops a vendor from responding. Each one gets a secure link where they — or their broker — can upload an ACORD 25 in under 30 seconds.
Can our whole office share one workspace?
On Pro and above, yes — invite everyone on your company domain at no extra cost. Property managers, assistants, maintenance leads, and accounting all work from the same vendor records.
What happens when a certificate is about to expire?
Thirty days out, COI Corp pulls the issuing agent's contact details off the certificate and requests the renewal from the broker directly. The replacement is audited and filed before the old policy lapses.
How do we move our vendor list off Excel?
Upload the sheet you already keep. As long as it has company names and email addresses, COI Corp builds your dashboard from it and sends the first round of intake links in one click — usually under two minutes.