Lease Administration
Insurance Certificate Tracking
Routes insurance certificates to compliance systems — so coverage is always valid and logged.
What it does
- Detects and extracts certificate of insurance from email or attachments
- Validates coverage against lease or contract requirements
- Logs certificates in compliance systems for audit
- Tracks whether insurance is valid and has not expired
- Alerts when certificates are missing or expiring soon
- Routes to Risk Manager or Lease Administrator as needed
- Supports compliance reporting and landlord requests
- Exports certificate status and expiration reports.
What it takes
- Certificate of Insurance (PDF or Image)
- Lease Insurance Requirements
- Compliance System Export
- Expiration & Renewal Log
- Store / Location Master
What it returns
- Excel Table
- PDF Report
- Compliance Log
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Certificate Process
Extract one COI and validate coverage.
Validity & Expiration Check
Check if insurance is valid and not expired.
Batch Certificate Processing
Process multiple certificates and log compliance.
Expiration Report
Report on certificate expiration and renewal status.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Lease Administration
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.