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Use Case

All Use Cases

CI

Certificate of Insurance Tracking

Thoughtful is a valuable tool for automating the management of the collection, receipt, and documentation of vendor certificates of insurance for property managers. With Thoughtful, property managers can easily collect and store vendor certificates of insurance electronically, eliminating the need for paper-based processes and manual data entry. This streamlines the process and saves time, making it easier for property managers to stay organized and on top of their vendor information. Thoughtful also provides real-time tracking and notifications, so property managers can quickly see the status of each certificate of insurance and follow up as needed. This helps to ensure that all credentials are received and processed promptly, reducing the risk of missing essential insurance deadlines. In addition, all vendor certificates of insurance are stored securely in the Thoughtful platform, ensuring that sensitive information is protected and accessible only to authorized personnel. Overall, Thoughtful provides a reliable and secure solution for automating the management of vendor certificates of insurance, saving time, and reducing risk for property managers.

Industry:

Real Estate

Real Estate Development

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.

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Our services are not limited to these applications. This bot is available for any cloud based application.

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CI

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