For property and asset managers
Keep tenant insurance current across every building.
Connect each lease requirement with the submitted evidence and give property teams a current portfolio view.
Get Started Free- Requirements by building and relationship
- Tenant and building-vendor records together
- Portfolio visibility with document-level evidence
Quick answer
Tenant COI tracking organizes the insurance requirements in each lease, collects tenant certificates and endorsements, records review decisions, and monitors policy expirations by property. The same building can also track certificates and compliance documents from service vendors without mixing tenant and vendor requirements.
Keep lease rules attached to the tenant
Insurance language can differ by lease, use, and building. Checkmate keeps the applicable limits and wording with the tenant relationship instead of relying on one portfolio-wide spreadsheet row.
A reviewer can start from a reusable requirement set, then adjust it to match the signed lease.
Give tenants a clear request
Tenants receive one secure link that lists the documents still needed. They do not create an account or search an email chain for an earlier attachment.
- Certificate of insurance
- Additional insured evidence
- Waiver or primary wording when required
- Business licenses and other property documents
See both detail and portfolio status
Property teams see a current building-level status. Risk and compliance reviewers can open the requirement, source document, finding, and decision behind it.
When coverage expires, the status changes and the renewal stays in the same history rather than replacing the prior record.
Primary sources
Frequently asked questions
Can tenant and vendor insurance be tracked together?
Yes. They can share the same building workflow while retaining different relationship categories and requirements.
Can each lease have different requirements?
Yes. Requirements can be adjusted for the lease and assigned to the correct tenant and building.
What happens when a tenant policy expires?
Checkmate flags the expired evidence and keeps renewal requests and replacement documents in the tenant's history.