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Smart Bot

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CI

Certificate of Insurance Tracking

This Bot manages the collection, receipt and documentation of Vendor Certificate of Insurance.

Industry:

Real Estate

Function:

Property Management

Steps

  1. Pull Vendor Report.
  2. Filter to Vendors with expired or missing Certificate of Insurance.
  3. Email request to Vendor and file email copy in Vendor record.
  4. Check Certificate of Insurance folder for new responses.
  5. Match Certificate to Vendor.
  6. Navigate to Property Management Software and update expiration date.
  7. Upload COI copy to Vendor documents.

Popular Applications

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