Renewals slip across the portfolio
Insurance may be collected up front, but renewals get harder to stay ahead of when each property is handling follow-up on its own.
For Property Managers
COI tracking for property managers
Track tenant and vendor insurance across your portfolio with clearer visibility by property, stronger renewal follow-up, and less exposure when volume gets harder to manage.
Want to see how AI helps review endorsements and supporting documents? Explore the AI Assistant.
Common breakdowns
Why insurance tracking gets harder across a property portfolio
Property teams need clear visibility across tenants and vendors before renewals slip and exposure grows. When each property handles tracking its own way, consistency and reporting get harder to maintain.
Visibility breaks down by property
Without one system, it is harder to see which properties are current, which tenants are missing updates, and where vendor follow-up is still needed.
Tenant and vendor tracking is fragmented
Property teams are often managing tenants, service vendors, and maintenance contractors across email, spreadsheets, and property-level processes.
Each property handles it differently
When every property manager works a little differently, consistency drops and reporting across the portfolio becomes harder to trust.
Volume turns small gaps into real exposure
As renewals stack up across tenants and vendors, missed follow-up creates more room for uncovered relationships and stale documentation.
Owner expectations still stay the same
Property managers are still expected to keep insurance current and visible, even when the tracking process is fragmented and hard to scale.
A better way to manage insurance
Keep control without tracking insurance property by property
PINS gives property teams one place to manage tenant and vendor insurance across the portfolio without outsourcing control.
Manual
Track insurance across spreadsheets, email, and property-level processes, with too much room for renewals, follow-up, and visibility by property to slip.
PINS
Centralize tenant and vendor insurance tracking across the portfolio while keeping approvals, exceptions, and compliance decisions in-house.
Full Service
Hand the work off, but lose visibility into follow-up, property-level context, and how compliance decisions are being managed.
How it works
Standardize insurance tracking across the portfolio
PINS gives property teams one place to collect, review, track, and report on tenant and vendor insurance across every property.
Step 1
Set requirements by relationship type
Organize insurance requirements for tenants, vendors, and contractors so teams start from a clear, consistent standard.
Step 2
Collect and review insurance documents
Track COIs and supporting documents against the right requirements, and keep approvals, waivers, and exceptions tied to the right relationship.
Step 3
Stay ahead of renewals
Monitor expirations across the portfolio instead of relying on each property manager to remember follow-up on its own.
Step 4
Get clear visibility by property
See compliance status by property, so your team can answer questions faster and spot gaps before exposure grows.
FAQ
COI tracking for property managers: FAQs
Answers for property teams managing tenant and vendor insurance across commercial and residential portfolios.
What types of insurance relationships can PINS track?
PINS can help property teams manage insurance across tenants, vendors, contractors, and recurring service providers. That gives property managers one place to track different relationship types across the portfolio.
How does PINS help property managers stay ahead of renewals?
PINS helps teams track expirations and renewal follow-up across properties instead of relying on each property manager to remember the process on their own. That makes it easier to stay ahead of tenant and vendor renewals as volume grows.
Can PINS show insurance status by property?
Yes. PINS gives property teams clearer visibility by property, so they can see which tenants or vendors are current, which are missing items, and where follow-up is still needed.
Do tenants or vendors need to log in to submit insurance?
No. PINS is designed to make submission easier for outside parties and brokers, including simple upload workflows that do not require a complicated login process.
Why do property managers use PINS instead of tracking insurance manually?
Manual tracking often makes it harder to stay ahead of renewals, keep visibility by property, and manage insurance consistently across the portfolio. PINS helps property teams centralize the process without giving up control.
Is PINS a fit for commercial property portfolios?
Yes. PINS is a strong fit for commercial property teams managing insurance across multiple properties, recurring vendors, and tenant relationships where renewals and visibility become harder to manage over time.
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