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COI tracking for property managers

Control vendor insurance across every property and trade.

Apply property, owner, management-entity, trade, and completed-operations requirements without rebuilding the review for every vendor.

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Purpose-built workflow

Turn industry detail into operator action.

DueFiles combines configurable starting templates with a consistent evidence and review model. Your organization sets the actual requirements.

Model the context

Multiple legal entities and properties on one program

Review the right evidence

Trade-specific limits and completed-operations requirements

Focus the operation

High-volume broker follow-up and renewal coordination

From request to resolution

A workflow every participant can complete.

Vendors and brokers get a direct submission path. Coordinators get requirement-level gaps. Leaders get a reviewable record.

  1. 01

    Set the standard

    Configure coverage lines, limits, required entities, endorsements, and date rules by trade or program.

  2. 02

    Collect without friction

    Send a secure link to the vendor or broker. They submit the packet without creating an account.

  3. 03

    Compare packet to rules

    DueFiles extracts the document evidence and maps each requirement to the corresponding field or form.

  4. 04

    Review and resolve

    Operators confirm decisions, work a prioritized remediation queue, and retain a clear activity history.

Operational outcomes

Keep the program moving.

  • Filter work by property, trade, owner, or status
  • Keep named-entity and endorsement evidence visible
  • Give risk and operations one review history

Common questions

Build on clear assumptions.

Can requirements vary by trade?+

Yes. Teams can configure templates for trades such as landscaping, HVAC, roofing, and janitorial work, then adjust them to match the governing contract and risk policy.

Does an additional-insured checkbox satisfy the requirement?+

Not necessarily. The certificate checkbox is not the endorsement itself. DueFiles can compare the submitted packet with configured form requirements and keep missing evidence in the remediation queue.

Run coi tracking for property managers with evidence and control.

Launch a structured collection and review workflow today, or design an Enterprise program around your portfolio and systems.

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© 2026 DueFiles. Structured vendor compliance operations.

DueFiles supports document collection and review. It does not issue insurance, amend policies, or replace legal, insurance, or professional judgment.

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