Tenant Insurance Tracking Software That Shows Who's Covered and Who Needs Follow-Up
Verify tenant-uploaded policies, track policy expiry dates, and let automatic email reminders prompt tenants before coverage expires. Your team steps in when follow-up is actually needed.
Try it free for 14 days. Insurance Tracking is included in the Essential and Premium plans.
A policy on file at move-in doesn't mean a tenant is covered today
Tenant insurance usually gets checked once, at move-in. After that it lives in an inbox, a shared drive, or a spreadsheet someone updates when they remember. Policies expire at renewal. Documents wait for review. Follow-up emails get buried. By the time anyone notices, the gap may have been open for weeks.
Policies that expire quietly
A policy that was valid at move-in can lapse at renewal with nobody noticing. Mi Property Portal tracks every approved policy's expiry date and emails the tenant and your team before and when it expires.
Documents nobody reviewed
An attachment in someone's inbox isn't a verified policy. Every upload goes into a review queue with a clear status, so nothing sits waiting without anyone knowing.
Tenants with nothing on file
Missing insurance is easy to overlook when it's an empty cell in a spreadsheet. Here it's its own status, visible without opening a single tenant file.
Mi Property Portal turns tenant insurance from a document you collect once into a status you can see and manage.
How does a property manager track tenant insurance compliance?
From one dashboard. Mi Property Portal shows tenant and pet insurance side by side for every unit, each with a clear status, so your team can see who needs attention without opening individual files.
- Tenant and pet insurance tracked together, per unit
- Policy details and expiry dates in one record
- Six clear statuses, from Compliant to Missing Insurance
- Documents and review history attached to each tenant
Every policy sits in one of six statuses
Scan the portfolio and know exactly who needs attention today.
Policy approved and within its term.
Submitted and waiting for your team's review.
Tenant has been asked to correct or re-upload.
Coverage passed its expiry date. Renewal needed.
Policy ended before its term.
No insurance on file for this tenant.
See your own portfolio in this view.
Spend your time on the exceptions, not on finding them
The real work isn't re-checking tenants whose policies are already current. It's finding the ones who need attention. Mi Property Portal surfaces those exceptions so your team can focus follow-up where it's actually needed.
See who needs attention
Statuses and expiry dates flag the tenants who need follow-up, so nobody has to go looking.
Let reminders go first
Tenants get automatic emails before their policy expires and when it does, so the first nudge doesn't have to come from your team.
Leave compliant tenants alone
No more re-checking files for tenants whose coverage is already approved and current.
Tenants bring their own policy or buy one. You track both in one place.
Your staff shouldn't be the middleman for every insurance document. From the Tenant Portal on web, iOS, or Android, tenants handle their side themselves, and you don't have to force anyone into one insurer. That means fewer "Did you get my insurance?" emails.
- See exactly what insurance their unit requires
- Already insured? Upload a tenant or pet policy with supporting documents
- Need coverage? Start a tenant insurance purchase through the integrated provider
- See why a document was sent back, and re-upload it
How do you verify insurance a tenant uploaded themselves?
Through a review workflow with a clear status at every step, instead of an email thread that gets lost.
Tenant submits
The policy and supporting documents go straight to your team's review queue.
Your team reviews
Approve and activate the policy, or send it back with a specific reason for the tenant to fix.
Tenant corrects if needed
The tenant sees your feedback in the Tenant Portal and re-uploads for another review.
Tracked to expiry
Once approved, the expiry date is tracked and reminder emails go to the tenant and your team.
No insurance yet? Give tenants a direct path to get covered.
Tenants without tenant insurance can start a purchase from the Tenant Portal and complete it with our integrated insurance provider. Once the purchase is done, you and the tenant are both notified, and the policy is tracked from there.
Start where they already are
Tenants find the insurance option in the same portal they use for their unit, instead of searching for coverage on their own and emailing you a PDF later.
Purchase confirmed automatically
When the purchase is complete, you and the tenant both get a notification. No document to chase and nothing to key in by hand.
One less move-in roadblock
Tenants can meet the insurance requirement before move-in day, so your team isn't left tracking down proof of coverage.
Pet insurance isn't available through the integrated provider. Tenants upload their pet policy for the same review process described above.
What happens when a tenant's insurance is about to expire?
Mi Property Portal emails the tenant and your team as the expiry date approaches, and again when the policy expires. The status on your dashboard changes too, so the tenant shows up for follow-up without anyone checking dates by hand.
Tenant-uploaded policy
Submitted
Tenant uploads policy and documents
Reviewed
Approved, or sent back with a reason
Active
Requirement met, expiry date tracked
Expiry approaching
Tenant and your team are emailed
Expired
Status changes, follow-up flagged
Policy purchased through the integrated provider
Purchase started
Tenant begins from the Tenant Portal
Purchase confirmed
Tenant and your team are notified
Active
Requirement met, expiry date tracked
Expiry approaching
Tenant and your team are emailed
Expired
Status changes, follow-up flagged
For policies purchased through the integrated provider, renewals and cancellations are also reflected in Mi Property Portal where the provider supports those updates.
How tenant insurance tracking actually gets done
The difference isn't where the document is stored. It's whether anything happens after it's stored.
| Capability | Mi Property Portal | Spreadsheets & Email | Standalone Tracking Tool |
|---|---|---|---|
| Where insurance records live | ✔ On the tenant's record | A spreadsheet and an inbox | A separate system |
| Expiry reminders to tenants and your team | ✔ Automatic emails | ✘ Someone has to remember | Depends on the tool |
| Tenant self-service upload | ✔ Tenant Portal | ✘ Email attachments | Separate workflow or login may be required |
| Review and re-upload workflow | ✔ With a reason and tracked status | ✘ Email back-and-forth | Depends on the tool |
| Integrated tenant insurance purchase | ✔ From the Tenant Portal | ✘ Not available | Depends on the tool |
| Portfolio compliance dashboard | ✔ Six clear statuses | ✘ Manual colour-coding | Separate from your tenant data |
| Connected to your leases and tenants | ✔ Same platform | ✘ Disconnected | Depends on available integrations |
| Where your data is hosted | ✔ Canada, on Microsoft Azure | Depends on the tools used | Depends on the vendor |
Replace the insurance spreadsheet this month.
Included in the Essential and Premium plans. No long-term contract.
Insurance tracking works alongside the rest of Mi Property Portal
Insurance Tracking comes with the Essential plan, together with task management, inspections, and work orders, all in one Canadian property management platform.
Insurance tracking, answered
What would your insurance tracker show you right now?
Could your team answer these without opening a spreadsheet?
- Which tenants are insured?
- Which submissions still need review?
- Who needs to re-upload a document?
- Which policies are about to expire?
- Which policies have already expired?
- Who has no insurance on file at all?
With Mi Property Portal, every answer is on one screen.
Try it free for 14 days. Insurance Tracking is included in the Essential and Premium plans. No long-term contract.