COISoftware is the dedicated certificate of insurance verification layer for property management teams who run their portfolio in Yardi. It collects a COI from every vendor, contractor and tenant across your properties, reads each certificate with AI, checks the coverage, limits and additional insured wording against your requirements, and keeps a defensible compliance record current, so your team is not keying certificates into Yardi by hand or chasing expirations in a side spreadsheet. Upload a COI above to see it read in seconds.
Last updated July 2026
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Yardi can store an insurance record on a vendor or tenant, but it does not read a certificate, verify the coverage against your requirements, or chase a renewal. Here is how managing insurance in Yardi by hand compares to running a dedicated COI tracking system alongside it.
| Capability | Insurance fields in Yardi alone | COISoftware alongside Yardi |
|---|---|---|
| Read the certificate | Someone types the carrier, limits and dates from the PDF into the record by hand | AI reads every certificate, including scans and phone photos, and pulls the carrier, coverages, limits, dates and endorsements |
| Verify against requirements | No automatic check; a reviewer compares each certificate to your requirement themselves | Each certificate is checked against your property requirement and anything short, missing or wrong is flagged |
| Additional insured and endorsements | Stored only if someone reads the endorsement and records it | Confirms additional insured, primary and noncontributory and waiver of subrogation wording on the certificate |
| Expiration and renewal chasing | A date field you have to watch and act on manually | Automated reminders chase expiring certificates and a renewed COI is read and re-verified on arrival |
| Mid-term cancellation | Not detected unless the vendor tells you | Flagged so a vendor whose policy lapsed is caught while still working on your property |
| Portfolio view | Coverage status scattered across property records | Every property, vendor and tenant in one compliance dashboard, filtered by property |
COISoftware is not affiliated with or endorsed by Yardi Systems. It is a dedicated COI verification system used alongside Yardi as your property management platform. Confirm any data exchange with your own Yardi configuration.
Yardi runs the portfolio: leasing, accounting, maintenance, the vendor and tenant records. It can also hold insurance information on a record. What it does not do is read a certificate of insurance, check the coverage against your requirement, confirm the additional insured endorsement is real, or chase the renewal when a policy expires. So most teams end up with the portfolio in Yardi and the actual certificate verification in a spreadsheet, an inbox and someone memory, which is exactly where compliance slips.
To record a vendor or tenant insurance in Yardi, someone opens the PDF and types the carrier, coverages, limits and dates into the record. Across a portfolio with hundreds of vendors and thousands of tenants, each renewing annually, that is hours of manual entry that is easy to defer and easy to get wrong, and a mistyped limit hides a real coverage gap.
Storing an insurance record is not the same as confirming the vendor carries the limits your contract requires, names the owner and manager as additional insured on the right endorsement, and added primary and noncontributory and a waiver of subrogation. That comparison is a manual judgment someone has to make on every certificate, and it is the step that gets skipped at scale.
A certificate good today can expire or be cancelled next month while the vendor keeps working on your buildings. A date field in a record does not chase a renewal. Without automated reminders and re-verification, a lapsed vendor keeps working uninsured until someone happens to notice, usually after an incident.
Beyond vendors, many Yardi portfolios also require tenants and commercial lessees to carry liability coverage naming the landlord as additional insured. Collecting, reading and renewing those tenant certificates is the same manual work as vendors, multiplied by every unit and every lease renewal.
The portfolio is in Yardi, but the certificate PDFs, the requirement checklist and the chase emails are in a shared drive and an inbox. When an owner, a lender or your own insurer asks you to prove every vendor and tenant was covered, reconstructing that from two disconnected systems is slow and incomplete.
One manager watching one building can keep up by hand. A management company running dozens or hundreds of properties in Yardi, each with its own vendors, tenants and renewals, cannot. The manual approach breaks exactly when the volume and the dollar exposure are highest.
Yardi is a property management and accounting platform, not a certificate verification engine, and it does not claim to be one. The work of reading a certificate, checking it against a requirement, confirming the endorsements and chasing the renewal is repetitive, rules-based document work, which is exactly what dedicated software handles well. Certificate of insurance management software reads every certificate, checks it against your property requirements, and flags anything short, expired or missing, so your Yardi records reflect verified coverage instead of whatever someone last typed in. The two run side by side: Yardi manages the portfolio, COISoftware proves every vendor and tenant on it is actually insured.
COISoftware reads every vendor, contractor and tenant certificate across your Yardi portfolio, checks it against your requirements, confirms the additional insured endorsements your leases and contracts rely on, and keeps a defensible compliance record current, so the insurance side of your portfolio is verified instead of hand-keyed.
Upload or forward a certificate from any vendor, contractor or tenant across your properties and the AI pulls the insurer, policy numbers, coverage types, limits, effective and expiration dates, and additional insured wording, even from scans and phone photos, so nobody keys certificates into a record by hand.
Enter the coverages, limits and endorsements your vendor contracts and leases require, and every certificate is checked against the right rule, so a vendor short on general liability, a tenant missing the required limit, or a certificate without the required additional insured is flagged automatically.
See whether the owner and manager are named as additional insured, and whether primary and noncontributory and waiver of subrogation are present, on the forms your leases and contracts rely on, instead of guessing from a checked box on the certificate.
When a certificate is expiring, cancelled or non-renewed, COISoftware flags it and chases for a current COI automatically, so a vendor or tenant whose coverage lapsed is caught while still on your property, not after a loss.
A management company running many properties in Yardi sees every building, vendor and tenant in one dashboard, filtered by property, so compliance scales with the size of the portfolio instead of needing a person per building to watch dates.
Every certificate, requirement check and renewal is recorded with a date, so you can prove to an owner, a lender or your insurer that each vendor and tenant was verified against your requirement, which a static record field cannot show.
COISoftware reads the ACORD 25 and the broader certificate of liability insurance, then ties every vendor and tenant certificate into full certificate of insurance management software and ongoing vendor insurance compliance tracking. When a certificate looks off, the same checks behind certificate of insurance verification flag it for review. It is the same portfolio-wide workflow as COI tracking for property management and COI tracking for commercial real estate, run as the insurance-verification layer next to the property management platform your team already uses every day.
Verifying insurance across a Yardi portfolio follows the same four steps whether you run one property or hundreds.
Enter the coverages, limits and endorsements your vendor contracts and leases require, and vary them by property and by vendor type so a roofer, an elevator contractor and a landscaper each get the right rule, and tenants get the liability limit their lease demands.
Tip: Match each requirement to the insurance clause in your vendor contract or lease so the verification mirrors what you actually agreed to.
Request a COI from each vendor before they start and each tenant before move-in, or upload the certificates your team already receives. The AI reads every one automatically, so building a verified record alongside your Yardi records does not turn into hours of manual data entry.
Each certificate is checked against the requirement for that property and vendor or tenant type. Short limits, missing coverage, absent endorsements, an expired policy and a missing additional insured are flagged, so the compliance status of your portfolio is real, not assumed.
Automated reminders chase any expiring certificate, and a cancelled or non-renewed policy is flagged, so coverage stays current for every vendor and tenant across every property without a manager tracking dates by hand.
Property management teams who run the portfolio in Yardi and need the insurance on it verified, not just stored.
A management company runs leasing, accounting and maintenance in Yardi but is on the hook to prove every vendor and tenant carried the coverage the contract or lease required. COISoftware turns each requirement into a live pass or flag, so a compliance analyst sees verified coverage instead of hand-keying certificates into records and reconciling them by hand. It is the same workflow as COI tracking for property management, run next to the platform the portfolio lives in.
A commercial or mixed-use operator collects certificates from janitorial, security, HVAC and build-out contractors, plus liability certificates from commercial tenants naming the landlord as additional insured. The same dashboard tracks every certificate across every property, the same way COI tracking for commercial real estate scales across a portfolio.
A risk or compliance manager needs a defensible, dated record that every vendor and tenant was verified against the right requirement. To collect, verify and monitor every certificate in one place, pair this with vendor insurance compliance software, and if you are comparing platforms, our best COI tracking software roundup walks through the options honestly.
Yardi can store insurance information on a vendor or tenant record, but it does not read a certificate, verify the coverage against your requirements, confirm the additional insured endorsement, or automatically chase a renewal. Those steps are done by hand or by a dedicated COI tracking system that runs alongside Yardi, which reads each certificate with AI and flags anything short, missing or expired.
COISoftware runs alongside Yardi as the dedicated insurance verification layer. Your team manages leasing, accounting and maintenance in Yardi, while COISoftware reads every vendor and tenant certificate, checks it against your property requirements, confirms additional insured and endorsements, and tracks expirations. It keeps a verified compliance record so the insurance status of your portfolio is real, not just whatever was last typed into a record.
No. COISoftware is an independent certificate of insurance tracking and verification system and is not affiliated with or endorsed by Yardi Systems. It is built to work alongside Yardi for property management teams who run their portfolios there and need their vendor and tenant insurance verified and monitored rather than only stored.
Yes. COISoftware reads and verifies any certificate, so a portfolio that requires commercial tenants or residents to carry liability coverage naming the landlord as additional insured can track those tenant certificates the same way it tracks vendor and contractor certificates, with the same requirement checks, renewal reminders and audit trail.
A property manager typically verifies general liability, workers compensation, commercial auto and umbrella or excess liability at the limits the contract requires, plus additional insured status naming the owner and manager, primary and noncontributory wording, and a waiver of subrogation where the contract demands it. The exact coverages come from your vendor contract or lease, and the certificate has to show all of it before the vendor works or the tenant moves in.
Yes. COISoftware tracks every vendor and tenant on every property in one dashboard, filtered by property, so a management company running many properties in Yardi sees compliance across the whole portfolio without assigning a person to watch insurance dates at each building. A vendor working across several of your properties is verified against each property requirement.
The full property management workflow for verifying every vendor and tenant COI.
Track vendor and tenant insurance across a CRE portfolio.
Collect, verify and monitor every certificate in one place.
