AI COI compliance for property managers

Never chase another COI.

Travis checks every tenant and vendor COI against your leases and contracts, then emails, calls, and texts until the right coverage is on file.

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

  • Yardi
  • AppFolio
  • MRI Software
  • Rent Manager
  • RealPage

The COI expert that actually does the work.

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

Your current PM software

Stores the certificate and expiration date.

Your team reads the PDF, checks the lease, and enters the details.

COI platforms

Jones · myCOI

Finds the coverage gap.

Your team owns the back-and-forth communication.

The COI expert that does the work

Travis

Compliant COI on file

  1. 1Reads the COI + lease
  2. 2Emails, calls + texts vendors, brokers + tenants
  3. 3Checks the replacement
  4. 4Files the compliant COI

When questions come later, you have the record.

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

0:10

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

in motion

Email

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.

Bring us the spreadsheet, inbox, and PDFs as they are.

  • Generous free plan
  • Fixed monthly tiers
  • Tracking + Travis included
  • Enterprise available

01

We migrate it for you—free

Send what you have. We set it up around the systems you already use.

  • COI PDFs by email
  • Rent Manager, Yardi, or spreadsheet export
  • No cleanup or portal rollout

02

Travis checks every requirement

Travis reads every document against the lease or contract.

  • Limits and endorsements
  • Additional insured status
  • Property-specific coverage

03

Your team stops chasing

Travis works every follow-up until compliant coverage is filed.

  • Email, phone, and text
  • Tenants, vendors, and brokers
  • Your team decides exceptions

Hand Travis your COIs.

Start free. Paid plans include COI tracking and Travis actions.