COI tracking isn’t compliance.

Ensurient finds coverage gaps, opens compliance cases, and routes tenants, vendors and brokers to fix them—so your portfolio stays protected.

Built with input from commercial real estate operators with decades of property operations and COI compliance experience.

Most COI software tracks documents.
It doesn’t close exposure gaps.

Ensurient automates the part competitors leave manual: it checks coverage against your building requirements, opens a case when it finds a deficiency, alerts the right party, and maintains a court‑defensible audit trail until the issue is resolved.

Typical COI Tracking

Ensurient

How Ensurient closes the compliance loop.

Step 1

Every certificate enters a real workflow, not a document bucket.

Ensurient extracts the relevant data, compares it to the requirements for that specific building, and identifies deficiencies immediately.

Step 2

When something is wrong, a case opens automatically.

Every deficiency gets a clear record with status, history, and next steps. That case becomes the single source of truth for the issue and a court-defensible audit trail of what was found, what was sent, and what changed.

Step 3

Vendors and brokers get a fast path to fix the problem.

Ensurient sends a clear notice, routes the recipient to a no-login upload portal, and updates the case as corrected documents come in. No account creation. No extra friction.

Step 4

Property teams can see exposure across the portfolio.

From dashboard to case, Ensurient shows what is compliant, what is blocked, what is expiring, and what still needs action.

Automate COI compliance, end‑to‑end.

From the first deficient certificate to final resolution, Ensurient turns certificates into actionable cases, frictionless uploads, and a real‑time view of portfolio risk.

Compliance Case

A defensible audit trail for every certificate: all communication, documents, and activity in one place so anyone can see the current state and history of a COI at a glance.

No-login Upload Portal

A zero‑friction way for tenants, vendors, and brokers to send updated or corrected certificates—no accounts, no passwords, just a simple link that keeps files flowing into the right case.

Portfolio Health

A real‑time exposure report for your entire portfolio, tracking key COI compliance KPIs so teams can spot risk quickly and focus on the properties that need attention.

Built for commercial real estate, not generic compliance workflows.

Ensurient is designed for third-party commercial property management companies and owner-managed portfolios with 10–100 properties. It’s built around the realities of CRE: vendors, tenants, brokers, building requirements, blocked work, and expiring certificates.

Compliance under control

See every coverage gap, open case, and required follow-up in one place—without adding a heavier process.

Keep vendors and tenants compliant

Make it easy to submit updated certificates, meet building requirements, and restore compliance without back-and-forth.

Fix issues before work continues

When coverage is wrong or missing, Ensurient opens a case and routes the right tenant, vendor, or broker to resolve it fast.

Protect the portfolio

Give ownership and property teams a real-time view of exposure, compliance status, and a defensible audit trail across every property.

Successes
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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Lisa Rucks
Managing Partner

Help shape Ensurient before general release.

We’re onboarding a limited number of commercial real estate teams managing 10–100 properties. Early‑access customers get priority onboarding, help configuring building requirements, and direct access to our product team as we refine Ensurient.