Are you protecting your assets and minimizing risk as a commercial property manager?

Ensure your tenants have up-to-date insurance policies based on your lease requirements. With STRATAFOLIO, property managers can easily track and automate certificates of insurance (COIs) and insurance policies.

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Hear from Long-Time STRATAFOLIO Users

“From the Owner’s Dashboard with high-level overviews all the way down to the work orders and insurance tracking, I HIGHLY recommend STRATAFOLIO for anyone in the real estate industry.”
-Julie W., Director
“STRATAFOLIO fills all the holes of QBO when it comes to real estate from tenant management and billing to CAMs to overall asset and cash flow management. A great product for an underserved industry in QBO.”
-ForwardSlash
“STRATAFOLIO is such an excellent solution for real estate professionals already using QuickBooks as their accounting software. It saves so much time and makes sure that the lease escalations are never missed, that CAM reconciliations are done efficiently and quickly, that tenants have a way to pay rent on time, and that loan servicers receive compliance documents like a rent roll. Prior to Stratafolio, all of this would be done manually and take so much time.
-Caroline C.
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Tired of manually entering COIs and insurance policies?

  • Creating spreadsheets of all tenants and their insurance policies
  • Chasing down clients to request updated insurance policies
  • Evaluating tenant COIs to ensure the policy matches the lease requirements
  • Reaching out to tenants whose COIs aren’t in compliance
  • Manually uploading each policy for future reference
  • Updating spreadsheets when policies have been received
  • Setting up reminders to do it all over again next year

Simplify and Automate the Process with STRATAFOLIO.

  • Send automated email alerts for expiring insurance policies
  • Control who gets expiring insurance policy alerts, including tenants and insurance brokers
  • Get visual reminders on the status of all insurance policies
  • Have tenants securely upload their own certificates of insurance for quick, easy reference
  • Simplify your workflow by utilizing our machine learning algorithm to populate COIs
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Frequently Asked Questions

A COI verifies that insurance was in place on the day the COI was issued and outlines basic coverage included in the policy. For commercial property owners and managers, COI is critical in protecting assets and managing risks. 

With a COI in hand, you can verify coverage and keep track of vital information including policy coverage dates, types of coverage, and limits of each type of coverage.

Historically, COIs, insurance policies, and other important information were tracked manually. With STRATAFOLIO, you can automate this tedious process. Easily add insurance requirements to leases and get notified when policies are set to expire. Our platform gives you peace of mind knowing your tenants have the up-to-date insurance policies their leases require.

Yes, STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop.

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