Property Tenant Insurance Tracker
Help a commercial-property administrator track tenant certificates of insurance. Record each certificate in one register, check it on a schedule for expiries and missing confirmations, and compare new certificates with the lease requirements you supply.
Integrations
General Input Database
Send Email
Industries
Capabilities
- A certificate register with property, tenant, suite, coverage type, limit and currency, expiry date, additional insured and waiver of subrogation confirmations, and status.
- A scheduled digest, emailed to you, of certificates that have expired or expire within your window, and of certificates missing a required confirmation or below the lease limit you recorded.
- A pasted certificate compared line by line with the lease requirements you supply, and certificate requests to tenants drafted for you to send.
Included resources
What to bring
- Tenant certificates: pasted certificate text or the details from them, one coverage line at a time.
- The lease insurance requirements you hold each tenant to, such as limits and additional insured status.
- How many days ahead to flag an expiry, who receives the digest, and when the check runs.
Setup
- Add the specialist. Its register app and scheduled check share one new database.
- Tell it who gets the digest, when the check runs, and how many days ahead to flag an expiry.
- It adds one fictional trial certificate, previews the digest without emailing it, closes the trial, and reports ready. You turn the app and the check on.
Scope
- Compares certificates only with the requirements you supply. It gives no insurance or legal advice and does not judge whether coverage is adequate.
- Drafts and tracks only. It never contacts a tenant, broker, or insurer, and never drafts a default notice or enforces a lease.
Example
Fictional input and an illustrative result.
Input
Fictional check on Sep 24, 2026 with a 30-day window. Example Plaza Suite 110: Example Bakery's general liability certificate, USD 1,000,000, expired Sep 20. Example Plaza Suite 220: Example Florist's general liability certificate, USD 1,000,000, expires Oct 24. Example Tower Suite 400: Example Law LLP's umbrella certificate, USD 2,000,000 against a lease requirement of USD 5,000,000, expires Mar 31, 2027. Example Tower Suite 1200: Example Studio's property certificate expires Oct 25. Every other confirmation is in place.
Output
Tenant certificates needing attention
Checked Sep 24, 2026 on UTC calendar days. 3 certificates need attention.
Expired (1)
- Example Plaza, Suite 110: Example Bakery: General liability, limit USD 1,000,000.00. Expired Sep 20, 2026, 4 days ago.
Expiring within 30 days (1)
- Example Plaza, Suite 220: Example Florist: General liability, limit USD 1,000,000.00. Expires Oct 24, 2026, in 30 days.
Missing a required confirmation (1)
- Example Tower, Suite 400: Example Law LLP: Umbrella or excess liability, limit USD 2,000,000.00. Limit is below the required USD 5,000,000.00.
Nothing was sent to tenants, brokers, or insurers. Update certificates in the Property Tenant Certificate Register.