Vendor insurance certificates for real estate & property management
Contractor COIs with coverage, expiry and properties served.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Contractor COIs with coverage, expiry and properties served.
- Tracks
- Vendor, Trade, Coverage, COI expires, Additional insured, Status
- Flags automatically
- Expired when COI expires has passed
- Expiring in 30 days when COI expires is within 30 days
- Current when Status is Current
- Actions and automations
- Create a one-page summary: A short Word summary of this vendor for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every vendor for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Related apps and templates
Neuclon for real estate & property management · All apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.