Stop tracking COIs in spreadsheets. Start sleeping better.
Verifolio uses AI to extract, score, and monitor every vendor certificate of insurance — so coverage gaps never slip through the cracks again.
The spreadsheet is costing you more than you think.
Compliance on autopilot. Set up in an afternoon.
Verifolio fits into the workflow you already have — no rip-and-replace required.
Upload or forward a COI
Drag in a PDF, forward an email attachment, or connect your vendor portal. Verifolio accepts certificates exactly how vendors send them.
AI extracts and scores coverage
Our extraction engine reads policy limits, coverage types, effective dates, and named-insured details — then scores each certificate against your property's compliance requirements.
Gaps and expirations surface instantly
A live compliance dashboard flags every shortfall, upcoming expiration, and missing endorsement before they become a liability problem.
Automated reminders close the loop
Verifolio contacts vendors directly when renewals are due or coverage falls short, so your team stops playing phone tag and starts managing exceptions only.
Built for the realities of property operations.
AI-Powered COI Extraction — Zero Data Entry
Verifolio reads any certificate format — ACORD 25, non-standard PDFs, scanned images — and pulls every material field without manual keying. Coverage limits, policy numbers, endorsements, and expiration dates land in your dashboard in seconds, not hours. Your team reviews exceptions, not every line.
Compliance Scoring Against Your Requirements
Set minimum coverage thresholds per vendor category — landscapers, plumbers, general contractors — and Verifolio scores every incoming COI against those rules automatically. A clear red-amber-green status tells you exactly where you stand across your entire vendor roster at a glance.
Proactive Expiration Monitoring and Vendor Outreach
Verifolio watches every policy end date and fires configurable reminders to vendors at 60, 30, and 7 days out. Renewal certificates are processed the moment they arrive, keeping your compliance record current without a single calendar reminder on your end.
Everything your compliance workflow needs. Nothing it doesn't.
Centralized Vendor Registry
One searchable record per vendor — all certificates, history, and compliance status in a single view.
Multi-Property Support
Manage compliance across every property in your portfolio from a single account, with per-property requirement sets.
Audit-Ready Reporting
Export a timestamped compliance report for any property or date range — ready for ownership groups, lenders, or legal review.
Role-Based Access
Give property managers visibility into their portfolio, while keeping admin controls in the hands of your compliance leads.
Instant Gap Alerts
Get notified the moment a newly processed COI falls short of your requirements — before the vendor steps on site.
Seamless Onboarding
Import your existing vendor list and bulk-upload historical certificates to get a full compliance picture from day one.
Operations teams finally have a system they trust.
“We were managing 140 vendor COIs in a shared spreadsheet. Verifolio replaced that entire process in a week. Now I get a dashboard instead of a panic attack every renewal season.”
“The automated vendor reminders alone saved us hours every month. Certificates just show up renewed — we only touch the ones that have a real problem.”
“Our ownership group asked for a compliance audit and we had a full report ready in ten minutes. That would have taken two days before Verifolio.”
Straightforward pricing that scales with your team.
All plans include AI extraction, compliance scoring, and automated vendor reminders. No setup fees.
Starter
- ✓Up to 2 user seats
- ✓Up to 3 properties
- ✓Unlimited COI uploads and extractions
- ✓Automated expiration reminders
- ✓Compliance dashboard and gap alerts
Growth
- ✓Up to 10 user seats
- ✓Unlimited properties
- ✓Multi-property compliance reporting
- ✓Role-based access controls
- ✓Audit-ready PDF exports
- ✓Priority email support
Enterprise
- ✓Unlimited seats
- ✓Custom compliance rule sets
- ✓Dedicated onboarding and account management
- ✓SSO and advanced permissions
- ✓API access for property management platform integrations
Questions we hear from operations teams.
What certificate formats does Verifolio support?
Verifolio handles standard ACORD 25 forms as well as non-standard PDFs and scanned certificates. If a vendor sends it, our extraction engine can read it.
How long does it take to get our existing vendor list into the system?
Most teams are fully onboarded within a day. You can import a vendor list via CSV and bulk-upload historical certificates to establish a baseline compliance picture from the start.
Can we set different coverage requirements for different vendor types?
Yes. You define minimum limits, required coverage types, and endorsement requirements per vendor category — landscapers, electricians, general contractors, and so on — and Verifolio scores every certificate against the right ruleset automatically.
Does Verifolio contact our vendors directly, or do we control that?
You control it. Automated vendor reminders are fully configurable — you choose the timing, tone, and whether outreach goes out under your company name or Verifolio's. You can also disable automation and handle outreach manually.
Is our certificate data secure?
All data is encrypted in transit and at rest. Verifolio is built on SOC 2-aligned infrastructure, and we never share your vendor data with third parties.
Your spreadsheet has had enough. So have you.
See how Verifolio brings calm, automated order to your entire vendor compliance workflow — in one live demo.
Dashboard