Property management systems
Your current PM software
✓Stores the certificate and expiration date.
→Your team reads the PDF, checks the lease, and enters the details.
AI COI compliance for property managers
Travis checks every tenant and vendor COI against your leases and contracts, then emails, calls, and texts until the right coverage is on file.
Travis
Diamond Flooring Starts Next Week
2 coverage gaps—we've reached out and resolved this before work begins.
Diamond Flooring starts next week. Travis finds that the general liability limit needs an increase and the additional insured is not listed, emails the vendor, verifies coverage with the insurance broker, and updates the new COI in the system before work begins.
Pilot the full product free. Included credits cover COIs tracked and the work Travis does.
Checks the coverage—not just the expiration. Limits, endorsements, additional insured status, and lease-specific coverage.
Takes the chase off your team. Travis works the follow-up; your team decides whether to accept an exception.
Fits around your stack
Storing a certificate and flagging its expiration is not the same as knowing the coverage matches the lease. Travis reads it, finds the gap, and works the correction.
Property management systems
✓Stores the certificate and expiration date.
→Your team reads the PDF, checks the lease, and enters the details.
COI platforms
✓Finds the coverage gap.
→Your team owns the back-and-forth communication.
The COI expert that does the work
Compliant COI on file
Travis emails, calls, and texts the tenant, vendor, and broker. He checks every replacement, updates your system, and escalates only true exceptions.
Travis, calling an insurance broker
10-second call sample
Confirming that corrected coverage meets the property’s requirements.
Tenants and vendor insurance, tracked end to end
Diamond Flooring has an upcoming coverage expiration date
To vendor
Your renewal is missing the required endorsement.
Phone
Broker call
Requirements confirmed. Correction in progress.
Text
From vendor
Updated certificate sent — can you confirm?
Start with one property. Scale from there.
01
Send what you have. We set it up around the systems you already use.
02
Travis reads every document against the lease or contract.
03
Travis works every follow-up until compliant coverage is filed.
Hand Travis your COIs.
Start free. Paid plans include COI tracking and Travis actions.