Spend less time chasing vendor insurance paperwork.

COI Chase helps small commercial property-management firms track vendor certificates of insurance, see which records are missing or expiring, and automate polite follow-up - so the register stays current without a spreadsheet and a memory.

Create your organization See pricing

Administrative tool only. COI Chase does not verify coverage or determine legal compliance, and it does not replace your insurance broker.

Exception dashboard

Expired, expiring soon, missing, and uploaded-but-unreviewed records are surfaced first, with counts by property - you always know what needs attention.

Vendor register

Add vendors one by one or import a CSV with a validated preview. Search, filter by property and status, and export the register any time.

Automated follow-up

Configurable reminders at 30, 14, and 3 days before expiration, each with a secure vendor upload link. Every attempt is logged, and retries never send duplicates.

Secure vendor uploads

Vendors upload through a hard-to-guess, expiring link. Files are stored privately, are only visible to your organization, and are treated as untrusted input.

Review workflow

New uploads land in “needs review.” A person on your team checks the document and marks the record reviewed - the app never makes that judgment for you.

Monthly digest

Opt in to a monthly summary of expiring, expired, missing, and recently updated records for the person who owns the register.

How it works

  1. Add your vendors - manually or by CSV import, each tied to a property and a policy expiration date.
  2. Watch the dashboard - missing and expiring records rise to the top automatically.
  3. Let reminders run - vendors get a secure upload link; your designated contact is notified if a record stays expired.
  4. Review and mark done - your team reviews each upload and records the outcome.

Pricing

Starter

$39/month

  • 1 portfolio
  • Up to 100 vendors
  • Vendor register, dashboard, CSV import/export
  • Expiration reminders (30 / 14 / 3 days)
  • Secure vendor upload links

Plan details

Portfolio

$79/month

  • Multiple properties
  • Up to 500 vendors
  • Everything in Starter
  • Monthly digest email
  • Additional team seats

Plan details

Billing is not live in this MVP build: plans are applied manually and no payment is taken. See the pricing page for the full, honest status.