Insurance Tracking for Property Managers Who Manage Dozens of Vendors

Every plumber, roofer, landscaper, and HVAC tech on your properties needs valid insurance. Stop tracking it in spreadsheets and email threads.

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Why Insurance Tracking Matters for Property Managers

$380K
Average liability claim when an uninsured vendor causes property damage
41%
Of property managers have had a vendor working with expired or lapsed insurance
6+ hrs/wk
Spent chasing vendors for updated COIs, checking PDFs, and updating spreadsheets

How VendorShield Automates Insurance Tracking

From COI collection to expiration monitoring, VendorShield handles the entire insurance compliance workflow for your vendor network.

Vendor Self-Serve Portal

Send each vendor a unique link. They upload their COI, W-9, and insurance documents themselves. No more back-and-forth email chains.

AI-Powered COI Parsing

Our AI reads every Certificate of Insurance, extracts coverage types, policy limits, and expiration dates. Flags gaps against your requirements instantly.

Expiration Alerts

Automatic notifications 30, 14, and 7 days before any certificate expires. Vendors receive renewal reminders. Zero manual tracking required.

Coverage Requirements by Type

Set different insurance minimums for plumbers, electricians, roofers, and landscapers. Auto-flag any vendor that falls below your thresholds.

Multi-Property Dashboard

See every vendor's compliance status across all your properties in one view. Filter by property, vendor type, or compliance status.

Audit-Ready Reports

Generate compliance reports for property owners, auditors, or management companies in seconds. Every action is time-stamped and logged.

Spreadsheets vs. VendorShield

Tracking with Spreadsheets

  • Manually type policy numbers from PDFs into cells
  • Set calendar reminders for each expiration date
  • Email vendors one by one asking for updated COIs
  • No way to verify coverage meets your minimums
  • Audits require hours of compiling reports

Tracking with VendorShield

  • AI reads and extracts every field from COI PDFs
  • Automatic alerts before any policy expires
  • Vendors upload their own certificates via portal
  • Coverage auto-checked against your requirements
  • One-click compliance reports for any audit

Insurance Types Property Managers Should Track

General Liability (GL)

Covers third-party bodily injury and property damage. Require $1M–$2M per occurrence for all vendors.

Workers Compensation

Covers vendor employee injuries. Required by law in most states for vendors with employees.

Commercial Auto Liability

Covers vehicle accidents on your properties. Required for landscapers, delivery services, and mobile contractors.

Umbrella / Excess Liability

Extra coverage layer above primary policies. Recommend for high-risk work: roofing, tree removal, major renovations.

Need help setting up your insurance requirements?

See our Vendor Onboarding Checklist →

Frequently Asked Questions

What insurance should I require from vendors?

At minimum, require General Liability ($1M+ per occurrence) and Workers Compensation for any vendor with employees. Add Commercial Auto for vendors who drive on your properties and Umbrella policies for high-risk work like roofing.

How does VendorShield handle multi-property portfolios?

Every vendor is tracked at the account level, so a plumber who works across 5 of your properties only needs one COI on file. Your dashboard shows compliance status per vendor and per property.

Can my vendors upload their own insurance documents?

Yes. Each vendor gets a unique self-serve portal link. They upload their COI directly — no VendorShield account needed. AI verifies the document automatically.

What if a vendor's insurance expires?

VendorShield sends automated reminders at 30, 14, and 7 days before expiration. Both you and the vendor are notified. The vendor's status changes to 'expiring' on your dashboard.

Simple, Flat Pricing

No per-property fees. No per-certificate fees. One price for everything.

Starter
$49/mo
Up to 25 vendors. All features included.
Pro
$99/mo
Unlimited vendors + priority support
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