For Mixed-Use Developments

COI Compliance Built for Mixed-Use Property Managers

Mixed-use properties combine residential, retail, and office — each with different insurance requirements. SmartCOI handles the complexity so you don't have to manage three separate compliance systems.

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The Compliance Challenges You Know Too Well

Multiple compliance standards

Residential tenants, retail tenants, and office tenants each have different insurance requirements. Managing three sets of compliance rules in one property is exponentially complex.

Shared-space vendor coordination

Vendors who serve common areas, parking structures, and shared amenities need coverage that accounts for the mixed-use nature of the property — residential-grade and commercial-grade simultaneously.

Higher vendor volume

Mixed-use properties need more vendors than single-use buildings: residential maintenance, retail fit-out contractors, office building services, plus common area vendors. The COI volume compounds quickly.

How SmartCOI Solves It

Multiple compliance templates

Create separate compliance templates for residential tenants, retail tenants, office tenants, and vendors. Assign the right template to each entity and SmartCOI handles the rest.

Unified compliance dashboard

See compliance status across all property components — residential, retail, and office — in a single dashboard. No switching between systems or spreadsheets.

Scalable for complex properties

SmartCOI handles high vendor and tenant volumes without slowing down. Bulk upload COIs, automate follow-ups, and let AI do the extraction work.

Typical Vendors You're Tracking

Mixed-Use Developments managers commonly track COIs for these vendor types:

General contractors

HVAC & mechanical

Elevator service

Landscaping & grounds

Security services

Janitorial services

Parking management

Plumbing contractors

Fire protection services

Signage & wayfinding

What Property Managers Are Saying

“Our mixed-use development has retail on the ground floor, offices above, and 200 residential units. SmartCOI is the first tool that handles all three compliance standards in one place.”

Rachel M.

Development Manager

“We were using separate spreadsheets for residential tenant insurance and commercial vendor COIs. SmartCOI replaced both with one automated system.”

Chris D.

Property Manager

“The ability to set different compliance templates for different tenant types saved us from building a custom solution. It just works out of the box.”

Nicole H.

Asset Manager