Know every vendor is covered.
PolicyPilot collects certificates of insurance, tracks coverage and expiration dates, and follows up before a vendor becomes a liability.
Built for property operations teams managing contractors and service vendors.
Compliance view
One source of truth
What to expect
Practical by design.
Clear status, not noise
See who is compliant, what is missing, and what needs action without decoding a spreadsheet.
Documented follow-up
Renewal requests and certificate activity stay attached to the vendor record.
Human-readable rules
Requirements are configured around the coverage your organization actually asks vendors to carry.
Honest implementation
We help organize your records and workflow without pretending software replaces legal or insurance advice.
One continuous workflow
From incoming certificate to confident approval.
PolicyPilot turns the repetitive parts of COI tracking into a dependable operating process your whole team can follow.
Vendor portfolio
One view
Filter by property, vendor type, expiration window, or compliance status so the next action is always obvious.
- 01
Collect every certificate
Upload emailed COIs and vendor documents into one searchable record instead of scattering them across inboxes, shared drives, and spreadsheets.
- 02
Read the details that matter
PolicyPilot captures carrier, policy dates, coverage limits, and certificate holder information so your team can review the record without retyping it.
- 03
Catch gaps before work begins
Compare each vendor against your requirements and clearly flag expired, missing, or insufficient coverage for follow-up.
- 04
Keep renewals moving
Automatic reminders give vendors time to provide an updated certificate before their current policy lapses.
Pricing
Priced for the vendors you manage.
Every plan includes certificate records, requirement tracking, renewal reminders, and status reporting. No setup fee.
Essential
For a focused property portfolio
$199 / month
Up to 100 active vendors
- 3 team members
- Automated renewal reminders
- Spreadsheet import
- Email support
Portfolio
For multi-property vendor operations
$449 / month
Up to 300 active vendors
- 10 team members
- Custom coverage requirements
- Property and vendor grouping
- Compliance exports
- Priority email support
Network
For complex regional operations
$799 / month
Up to 750 active vendors
- Unlimited team members
- Everything in Portfolio
- Guided onboarding
- Custom reporting
- Dedicated support contact
Common questions
Before you move off the spreadsheet.
Close the coverage gaps
Make vendor compliance routine, not reactive.
Bring your vendor list and current COI process. PolicyPilot will help turn both into a clear, repeatable workflow.