CAS
Compliance Admin Service

Vendor COI Expiration Monitoring for Property and Facilities Teams

We track vendor Certificate of Insurance expiration dates, send structured renewal reminders, and deliver monthly compliance reports. Your team stops chasing certificates. Nothing falls through.

Structured. Documented. Human accountability.
Flat monthly service  ·  No long-term contracts  ·  Clear defined scope
No legal interpretation
Human-managed process
24-hour review turnaround
Flat monthly pricing
The Problem

Manual COI Tracking Breaks Down

Most mid-sized property management firms rely on spreadsheets, email chains, and calendar reminders. It works — until it doesn't.

Spreadsheets don't send reminders

A static spreadsheet requires someone to check it. When that person is sick, busy, or gone — nothing happens. Expirations slip through unnoticed.

One expired certificate creates real exposure

A single lapse can delay a vendor's site access, interrupt a payment, or surface a compliance gap during an audit or claim.

The problem isn't awareness — it's bandwidth

Property managers know certificates expire. The issue is having a consistent, documented process to act on it every single time.

Risk compounds as portfolios grow

What's manageable at 20 vendors becomes a liability at 80. The manual approach doesn't scale — and the exposure grows with it.

Who This Is For

Built for Teams Managing Multiple Vendors

Any organization managing vendors with insurance requirements — and the operational exposure that comes with lapses.

🏢
Commercial Property Management
Mid-sized firms managing multiple commercial properties with portfolios of active vendors — HVAC, electrical, cleaning, landscaping, security.
⚙️
Facilities Management Teams
In-house or contracted facilities teams responsible for building operations and the compliance of their service vendor network.
🔧
Construction & Project Management
General contractors and project managers overseeing subcontractors — each requiring current certificates before accessing a site.
What You Receive

A Clear Status on Every Vendor

Within 24 hours of your free review, you receive a structured GREEN / YELLOW / RED report — no interpretation required.

VendorCertificate StatusFlag
Apex HVAC ServicesExpired 14 days agoExpired
Pinnacle Electrical Co.Expired 3 days agoExpired
Metro Landscaping LLCExpires in 12 daysExpiring
Clearview Window ServicesExpires in 24 daysExpiring
Summit Plumbing GroupValid until Sep 2026Active
ProClean Facility ServicesValid until Nov 2026Active

Sample report only. No legal interpretation. No obligation. Strictly administrative.

View Sample Report →
What We Do

We Own the Entire Compliance Calendar

Structured reminders at every stage. Same-day escalation when something expires. Monthly reporting so nothing is invisible.

30
Day Notice
First renewal reminder sent directly to vendor
15
Day Notice
Second reminder with follow-up flagged
7
Day Notice
Final notice before expiration date
0
Escalation
You're notified same day. We follow up directly.
Resolved
Certificate confirmed and logged. Portfolio updated.
How It Works

Simple Process. Consistent Execution.

From onboarding to monthly reporting — the entire process is handled. Nothing requires your team's ongoing attention.

1
Send your vendor list and current certificates
We receive your vendor roster and any existing COI documents. Onboarding is handled within 48 hours.
2
We log every certificate and expiration date
Each vendor entry is catalogued in a centralized tracking log — expiration dates, document status, coverage type.
3
Vendors receive structured renewal reminders
Reminders go out at 30, 15, and 7 days before expiration. Sent directly to vendors. Logged at each stage.
4
Expired certificates are escalated immediately
The day a certificate expires, you are notified and vendor follow-up is initiated. Nothing waits for the monthly report.
5
You receive a monthly compliance report
A structured portfolio summary — active, expiring, expired, and resolved certificates — delivered every month.
Why Property Managers Choose CAS

You Don't Need Another Dashboard

You need someone who owns the process entirely. Every portfolio is monitored by a real person.

01
Human Accountability
Every portfolio is monitored by a real person. When something expires, we act. You don't have to chase it, log it, or remember it.
02
Monthly Portfolio Reports
A clean summary delivered every month — active certificates, upcoming expirations, and any outstanding items across your full portfolio.
03
Flat Monthly Pricing
No long-term contracts. No scope expansion. No surprises. Clear defined scope from day one, priced to your portfolio size.
04
Same-Day Escalation
The day a certificate expires, you are notified. We don't wait for the monthly report — urgent items are escalated immediately.
05
Centralized Tracking Log
All certificates maintained in a single structured record. Status is always current, always accessible, never dependent on one person's memory.
06
Strictly Administrative
No legal advisory. No insurance coverage evaluation. No scope creep. We do one thing — expiration monitoring — and we do it consistently.
Monthly Deliverables

What You Receive Every Month

Every active portfolio receives a consistent set of deliverables — structured, documented, and ready to act on.

Portfolio COI Compliance Score
A percentage score reflecting active vs. expired or expiring certificates across your full vendor portfolio.
Vendor Expiration Tracking Log
A structured record of every vendor, certificate status, and next renewal date — always current.
Expired Certificate Alerts
Same-day notification when a certificate lapses. Follow-up with the vendor is initiated immediately.
Vendor Renewal Reminders
Structured reminders sent directly to vendors at 30, 15, and 7 days before expiration. Logged each time.
Monthly Compliance Summary Report
A clean 6-page structured report covering portfolio status, flags, resolved items, and risk posture.
Operational Risk Snapshot
A clear breakdown of low, moderate, and high-risk vendor situations requiring attention in the coming period.
Operational Risk

The Cost of Untracked Expirations

A single expired certificate at the wrong moment creates measurable operational and contractual exposure.

Common consequences of expired vendor COIs
  • Vendor access suspension to active job sites
  • Insurance claim exposure during an active lapse
  • Contract compliance violations surfaced in audits
  • Delayed work schedules and subcontractor disputes
  • Internal liability during property incidents
  • Administrative time lost chasing renewals reactively
A structured monitoring process eliminates reactive management. When reminders go out 30, 15, and 7 days before expiration — and escalation happens the day a certificate lapses — none of the above reach your operations.
Free COI Health Check

Request a Free COI Health Check

Send a small sample of vendor certificates. You will receive a structured compliance summary within 24 hours.

No legal interpretation. No obligation. Strictly administrative.

Request Received

We'll be in touch within 24 hours to collect your certificate sample and begin the review.

Flat monthly service · No long-term contracts · Clear defined scope

About

Not a platform.
A person.

CAS was built by someone who spent years managing multi-vendor operations — restaurants, retail, import — and learned firsthand that organised documentation is not a luxury. It is what prevents small problems from becoming expensive ones.

I also come to this as a property professional and owner. I have been on both sides of this problem. The idea behind CAS is simple: a property manager should not need to learn software. They need a person to hand this to. Someone who handles it and reports back.

Read the full story →
15+
Years in operational management
3
Industries — hospitality, wine, property services
1
Founding principle — human accountability over automation

Frequently Asked Questions

Do you provide legal or insurance advice?
No. We monitor expiration dates and document status only. Coverage verification remains subject to your internal or broker review.
How quickly do you start?
Once onboarded we begin monitoring immediately. Onboarding requires your vendor list and current certificates.
Already tracking this internally?
Spreadsheets and calendar reminders work until someone is out sick, distracted, or the portfolio grows. We remove that dependency entirely.
What does it cost?
Pricing is based on portfolio size. Complete the free COI review form and we'll provide a clear quote within 24 hours.
How many vendors can you track?
We work with portfolios of 20 to 200 active vendors. Contact us to discuss your specific portfolio size.
What happens when a certificate expires?
We notify you the same day and follow up directly with the vendor to request an updated certificate. Every action is logged.
Contact

Get in Touch

Questions before submitting the free review? Reach us directly.

✉ info@complianceadminservice.com

Service Scope: Compliance Admin Service provides administrative monitoring of vendor COI expiration and documentation status. It does not provide insurance brokerage, legal advice, or coverage interpretation. Strictly administrative.

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Compliance Admin Service (CAS)  ·  Last updated: February 2026

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If you have questions about this policy, contact us at info@complianceadminservice.com