Sample Building A
Sample data- Elevator vendor certificateDue Nov 14, last follow-up Nov 3Chasing
- Cleaning vendor certificateExpires Dec 2, request not sentDue
- Boiler contractor certificateReceived Oct 30Done
COI Desk
Chases missing and expiring vendor and tenant insurance certificates.
Keep certificate requests, renewal dates and follow-ups together. Chase the right contact using your rules, record what comes back and flag stalled requests for your team.
- Track missing certificates and renewal dates
- Follow up with the contacts you approve
- Flag stalled requests for a person to resolve
Tracks certificates. Does not certify coverage or replace your insurance adviser.
