.2z672j-b_8rgl.png&w=3840&q=75)
Operations
Run COI Operations
at Portfolio Scale
Automate the full COI lifecycle: collect certificates, verify coverage against lease requirements, resolve gaps, track expirations, and manage tenant outreach. Operations also handles sales reporting and provides a home for other recurring portfolio obligations.
How It Works
From COI upload to verified coverage in seconds
Operations reads each certificate, checks it against the lease, flags gaps, and starts tenant follow-up.
AI extracts insurance requirements imported from Asset Vault
Portfolio Dashboard
One Command Center for Every COI
View compliance status, manage coverage gaps, track expiration dates, and interact with tenants from one unified interface.
| # | Tenant | Exp. | Status | Gap | Policies | Landlord | Files | Correspondence |
|---|---|---|---|---|---|---|---|---|
| 1 | Dutch East 1250 Broadway, Suite 2400 | Compliant | - | +2 | Tenant: Landlord: | |||
| 2 | Summit Medical Group 8700 Westpark Drive, Building C | Expiring Soon | +2 | Tenant: Landlord: | ||||
| 3 | Blue Ridge Restaurant Co. 425 Market Street | 02/16 | Non Compliant | +2 | Tenant: Landlord: | |||
| 4 | TechVenture Labs Inc. 2100 Innovation Way, Floor 12 | 05/17 | Compliant | - | +3 | Tenant: Landlord: | ||
| 5 | Premier Fitness Holdings 555 Commerce Boulevard | 02/01 | Non Compliant | +1 | Tenant: Landlord: | |||
| 6 | Evergreen Senior Living 900 Oak Park Avenue | - | Pending COI | - | +1 | - | Tenant: Landlord: |
Try it: Click any badge, expand a gap, or use the filter to explore the interface
View compliance status, manage coverage gaps, track expiration dates, and interact with tenants from one unified interface.
Email Integration
Never Chase a COI Again
With one-click email requests, tenants reply with COIs, and Operations automatically ingests the files with no login required.
Request COI
1250 Broadway
Try it: Click emails to add recipients, toggle between request and thread views, or send a COI request
With one-click email requests, tenants reply with COIs, and Operations automatically ingests the files with no login required.
Universal Coverage
All Asset Classes. Every Policy Type.
Operations supports every major policy type and asset class, then extends the same automation to other recurring portfolio obligations.