Tenant COI tracking for commercial properties
Tenant COIs, without nagging your tenants.
Travis handles the follow-up—email, phone, and text—so your team isn’t chasing certificates from the people paying rent.
Travis
Meridian Design Renewal Due This Month
2 lease requirements—we've reached out and resolved this before the policy lapses.
- Emailed Tenant
- Verified with Insurance Broker
- Updated new COI in system
The chasing stops being your job. Travis follows up until the certificate matches the lease.
Renewals get caught before they lapse. Not after a certificate expires.
Your tenant relationship stays intact. Persistent, professional follow-up that isn’t coming from you.
Fits around your stack
Yardi
AppFolio
MRI Software
Rent Manager
RealPage
Lease requirements, not a blanket checklist
Every lease sets its own standard.
Travis checks each certificate against the coverage that lease requires, then works the renewal or correction until the right certificate is on file.
Tenant insurance, tracked against the lease
Meridian Design has an upcoming coverage renewal
To tenant
Your renewal is missing the required endorsement.
Phone
Broker call
Lease requirements confirmed. Correction in progress.
Text
From tenant
Updated certificate sent — can you confirm?
Travis calls the broker
10-second call sample
Confirming the corrected coverage against the lease requirements.
Quick answers
Questions before you start.
How is this different from tracking tenant COIs in a spreadsheet?
A spreadsheet records dates and status. Travis checks the certificate, follows up with the tenant or broker, checks the replacement, and keeps the record current.
What happens when a tenant’s certificate lapses?
Travis starts the renewal conversation before the lapse, follows up across email, phone, and text, and checks the new certificate. Exceptions requiring judgment go to your team.
Can requirements differ by lease?
Yes. Requirements can be set by lease, so each tenant’s certificate is checked against the coverage that applies to that lease.
What do we do to get started?
Start with one property. Bring the tenant list, leases, current certificates, spreadsheet, and inbox your team uses today.
Keep the certificate current. Keep the relationship.
Start with one property and take tenant COI follow-up off your team.