01
Collect vendor documents
Send a private vendor submission link for the certificate, or attach the original COI to its vendor record.
For small and midsize U.S. property managers
Keep vendor COIs, coverage rules, and follow-up connected.
Collect vendor documents, save the coverage requirements your team uses, and review entered certificate details against them. RafterProof helps property teams see missing information and approaching expirations in one workflow.
The manual workflow
One vendor record at a time.
- 01Collect vendor documents
- 02Save coverage requirements
- 03Review entered coverage
- 04Follow up on gaps and dates
A clear process for property teams
From vendor submission to the next follow-up.
Keep the source document, your coverage requirements, and each review connected to the vendor record.
02
Save coverage requirements
Keep the coverage requirements your team uses in the workspace, ready to compare against vendor records.
03
Review entered coverage
Read the source certificate, enter its coverage details, then compare those details with your saved requirements.
04
Follow up on gaps and dates
Review missing details, requirement gaps, and approaching expirations so your team can decide what to request next.
How COI details are entered today
Your team reviews the certificate and enters its details.
Vendor documents can be submitted or attached to their records. Your team reads each COI and enters the coverage details and dates for review against saved requirements.
Available workflow
- Keep the original COI with the vendor record.
- Enter coverage details and policy dates manually.
- Compare entered coverage with the requirements you saved.
- Review missing details, gaps, and approaching expirations for follow-up.
AI extraction and forwarded-email COI intake are not active.
RafterProof for property managers