Building a COI Compliance Policy for Your PM Firm
Every PM firm needs a written COI policy. How to build one — coverage requirements, collection timelines, escalation steps, and enforcement that sticks.
Read more →Blog
Insights on COI compliance, insurance tracking, and property management best practices.
How to Set Vendor & Tenant Insurance Requirements
Not sure what limits to require? Practical guide covering GL, auto, umbrella, workers comp, and additional insured requirements for commercial properties.
Read more →Vendor Onboarding Checklist for Property Managers
Step-by-step vendor onboarding checklist for commercial property managers — from W-9 collection to COI verification, compliance setup, and ongoing monitoring.
Read more →Waiver of Subrogation: What Property Managers Need to Know
What waiver of subrogation means in commercial real estate, why landlords require it, how to verify it on a COI, and common mistakes property managers make.
Read more →COI Compliance Guide for Property Managers
Common COI compliance gaps cost property managers thousands. Learn the best practices for tracking certificates, enforcing requirements, and closing gaps.
Read more →Additional Insured in CRE, Explained
What is an additional insured endorsement and why do you need it? How to verify AI status on COIs and avoid the most common property manager mistakes.
Read more →COI Expiration Tracking Best Practices
Why certificate expirations slip through the cracks, the liability risk they create, and how to set up tracking cadences that eliminate missed renewals.
Read more →ACORD 25 Certificate Explained
What does each field on an ACORD 25 mean? A plain-English guide to reading COI forms, spotting coverage gaps, and avoiding the most common mistakes.
Read more →The Hidden Cost of Skipping Vendor COI Tracking
One uninsured vendor incident can cost more than years of tracking software. See the real financial exposure from gaps in vendor insurance compliance.
Read more →