Vendor Compliance.
Unified Across Your
Entire Portfolio.
The more locations you have, the harder it is to know which vendors are actually covered. UnifyCOI gives your team one system to manage COI collection, verification, and expiration tracking across every facility you operate.
The way most operators handle vendor COIs is broken.
No single source of truth
Vendor approvals live in inboxes, spreadsheets, and institutional knowledge. Ask three people who handles landscaping at a location and you may get three different answers.
Expiration dates get missed
Manually monitoring coverage across a growing portfolio of vendors and locations isn't sustainable. Gaps develop quietly and surface at the worst possible time.
Onboarding friction loses good vendors
A cumbersome approval process doesn't just slow things down — it costs you vendor relationships before they start.
It’s a liability. And it doesn’t have to work this way.
One platform. Every vendor.
Every location. Always compliant.
UnifyCOI gives your corporate team, district managers, and facility managers a single system of record for vendor compliance — from first invite to final approval, and every renewal in between.
For Vendors
A mobile-friendly onboarding portal that takes minutes — not days. No forms to print. No PDFs to scan. Just a link, an upload, and done. The simpler the ask, the higher the completion rate. Vendors actually finish it.
For Store Managers
A real-time dashboard of approved vendors at your location. Know exactly who's cleared to work, who's expiring, and who's pending — without digging through email. See approved vendors across sister locations too. If another location has a trusted electrician, you're not starting from scratch.
For Corporate & District Leadership
Full portfolio visibility. Approve a vendor across multiple locations in one click. Get alerts before anything expires. And when legal or PE leadership asks for compliance records — the answer is instant, not assembled under pressure.
Everything you need. Nothing you don’t.
AI-Powered COI Parsing
UnifyCOI reads uploaded certificates automatically — extracting coverage types, policy limits, and expiration dates without a human touching them. Pre-screening happens before the document ever reaches an admin.
Vendor Self-Onboarding
Send a link. The vendor does the rest. UnifyCOI walks them through uploading their COI, W-9, and any other required documents from any device. Tradespeople don't like office work — we made it so they barely have to do any.
Multi-Location Approval
Approve one vendor for five locations in a single action. Or approve them for the whole portfolio. No re-submitting, no duplicate paperwork, no chasing the same plumber across different inboxes.
Compliance Status at a Glance
Every vendor has a live compliance status: approved, expiring, expired, pending, or incomplete. No guesswork. No spreadsheet audits. Just green or red.
Expiration Alerts
Automated notifications go out to vendors, managers, and administrators before coverage lapses — with enough lead time to actually act on it.
Role-Based Access
Admins see the full portfolio. Store managers see their locations. Vendors see their own status. Everyone gets exactly what they need, nothing more.
Audit Trail
Every approval, denial, document upload, and status change is logged with a timestamp and user attribution. When a claim or dispute arises — or when PE leadership asks — the record is already there. Not assembled under pressure.
From invite to approved in minutes.
Manager sends an invite link
From their dashboard, with one click.
Vendor completes onboarding
Uploads COI, W-9, and any required docs from their phone or computer.
AI pre-screens the documents
Checks coverage types, policy limits, and expiration dates automatically.
Admin reviews and approves
With all the relevant information surfaced and flagged before they look.
Vendor is live
Visible in the approved vendor list for every location they've been cleared for.
Built for operators who run at scale.
UnifyCOI is designed for the realities of PE-backed self-storage operations — portfolios with dozens of locations, high manager turnover, and institutional compliance requirements that don’t have room for error.
An uninsured vendor claim isn’t an operations problem — it’s a balance sheet event. Automated enforcement means no vendor works without current, verified coverage. The system closes the gap between “we think they’re insured” and “we know they are.”
Request a Pilot DemoSimple, predictable, per-location pricing.
Per location · Annual contract
- Every vendor, every location — one system of record
- AI-powered COI parsing that catches problems before they reach your desk
- Vendor self-onboarding via mobile-friendly link — no printing, no scanning, no back-and-forth
- Automated expiration alerts to vendors, managers, and admins
- Complete audit trail — every approval, denial, and upload logged and timestamped
Custom enterprise pricing available for portfolios of 50+ locations.
We were managing vendor compliance across five locations entirely through email and a shared spreadsheet. We had no idea how many of our vendors had expired COIs until we started looking. UnifyCOI gave us visibility we didn’t know we were missing.
Ready to get your vendor compliance under control?
Stop chasing certificates.
Stop losing approval history when managers leave.
Stop hoping nothing slips through the cracks.