Certificate of insurance (COI) tracking for tenants in a 200-unit portfolio is overwhelming and no affordable solution exists.

Existing COI tracking software is too expensive for small to mid-sized portfolios, and free or low-cost alternatives (spreadsheets, manual) are insufficient for scale.

Severity

4High

Willingness to Pay

none

Added

Jun 14, 2026

Workarounds Described

Uses spreadsheets to track COI data
Manually follows up with tenants

Implied Software Gaps

Automated COI collection and validation software with tenant communication

App Concept

COI-Track Lite

A low-cost, automated COI tracking platform designed for small to mid-size property managers. It sends automated reminders to tenants, validates COI data against minimum requirements, and provides a simple dashboard to see compliance status at a glance.

Key Features

Automated tenant email reminders for COI renewal
COI validation against custom rules (coverage limits, dates)
Central dashboard showing compliance status per unit
Simple Excel export for audit trails

Target Users: Property managers with 50-500 units in residential or commercial portfolios, who cannot afford enterprise solutions but need more than spreadsheets.

Revenue Model: Freemium for 50 units free; $19/mo for up to 200 units; $49/mo for up to 500 units

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