Certificate of Insurance Compliance on Autopilot
Stop manually checking COIs. SmartCOI uses AI to extract, verify, and track insurance compliance across your entire portfolio — so you can focus on managing properties, not paperwork.
See your compliance dashboard in minutes · No credit card required
Overview
Compliance snapshot across all properties
Properties
8
Tracked Entities
147
Vendors & Tenants
Compliance Rate
87%
Expiring in 30 Days
12
Compliance Overview
Needs Attention
3Acme Cleaning
ExpiredWestfield Tower · Certificate expired on Jan 15, 2026
Pacific Electric
Non-CompliantHarbor Point · 2 coverage gaps
Mesa Landscaping
Expiring SoonParkview Commons · Expires in 8 days
Properties
Westfield Tower
12 of 14 compliant
Harbor Point
8 of 9 compliant
Parkview Commons
5 of 6 compliant
Recent Activity
COI uploaded for Acme Cleaning
Today
Compliance calculated compliant
Today
Manual follow-up sent to Pacific Electric
Today
Vendor Pacific Electric added
Today
COI processed for Mesa Landscaping
Today
How It Works
From Upload to Compliant in Minutes
Six simple steps to fully automated compliance tracking.
Upload COIs
Bulk upload PDFs or have vendors and tenants submit directly through the self-service portal. No manual data entry required.
AI Extracts Data
AI reads every certificate and pulls coverage types, policy limits, expiration dates, carrier names, and named insureds — automatically.
Set Requirements
Define insurance requirements per property using built-in templates. Set coverage types, minimum limits, and additional insured requirements for vendors and tenants.
Vendor — Standard Risk Template
Automatic Compliance Check
SmartCOI checks every certificate against your specific requirements and flags gaps — coverage shortfalls, missing policies, and expired certificates.
Compliance Results — Acme Cleaning
Automated Follow-Up
Non-compliant vendors and tenants get notified automatically with clear instructions on what needs to be fixed. Configurable escalation schedules ensure nothing falls through the cracks.
Stay Compliant
Your dashboard shows real-time compliance status across your entire portfolio. Know exactly who’s compliant, who’s expiring, and who needs attention.
Portfolio Compliance
92%135
7
5
Who It's For
Built for Commercial Real Estate Teams
Whether you manage 5 properties or 50, SmartCOI scales with your portfolio.
Property Managers
Stop chasing vendors for updated COIs. SmartCOI automates collection, verification, and follow-up so you can focus on managing properties.
Asset Managers
Get portfolio-wide visibility into compliance risk. Know which properties and vendors are exposed — without digging through spreadsheets.
Building Owners
Protect your investment with automated insurance compliance tracking across all tenants and vendors.
What Sets Us Apart
Instant Onboarding with Bulk Upload
Most compliance tools require manual data entry for every vendor and certificate. SmartCOI doesn't.
Upload 50 COIs in minutes, not hours
Drag and drop your entire folder of PDFs. SmartCOI processes them all in parallel.
AI extracts everything automatically
Vendor names, coverage types, policy limits, expiration dates, and named insureds — extracted from every certificate.
AI automatically links certificates to the right vendors
Even if names don’t match exactly, SmartCOI intelligently matches certificates to existing vendors or creates new ones when no match is found.
Full compliance picture in one session
Go from a folder of PDFs to a fully populated, compliance-checked portfolio. No manual data entry.
Drop your COI files here
PDF files · Up to 50 at once
10 min
To onboard 50 COIs
Bulk upload + AI extraction
99%+
Extraction accuracy
AI-powered data extraction
20+ hrs
Saved per month
vs. manual COI tracking
Real-time
Compliance visibility
Across your entire portfolio
Features
Everything You Need to Stay Compliant
Purpose-built for commercial property managers who need reliable, automated COI tracking.
“We were spending 10+ hours a week chasing COIs. SmartCOI cut that to minutes.”
Property Manager
Commercial Property Management
Pricing
Simple, Transparent Pricing
Start small and scale as your portfolio grows. Every plan includes a 14-day free trial — no credit card required.
Starter
Up to 50 certificates
- Unlimited properties
- AI-powered COI extraction
- Compliance templates
- Self-service vendor/tenant portal
- Automated notifications & follow-up
- Real-time dashboard & reporting
Growth
Up to 150 certificates
- Unlimited properties
- AI-powered COI extraction
- Compliance templates
- Self-service vendor/tenant portal
- Automated notifications & follow-up
- Real-time dashboard & reporting
Professional
Unlimited certificates + priority support
- Unlimited properties
- AI-powered COI extraction
- Compliance templates
- Self-service vendor/tenant portal
- Automated notifications & follow-up
- Real-time dashboard & reporting
- Priority support
All plans include a 14-day free trial. No credit card required.
Need help choosing? See how SmartCOI compares
Resources
Learn More About COI Compliance
Ready to Put Insurance Compliance on Autopilot?
See your compliance dashboard in minutes — no credit card required.
14-day free trial · Full access to all features