Case Study: Global Real Estate Services Provider achieves automated COI management to save time and reduce liability with Building Engines

How one company manages COIs automatically to save time & reduce liability

A global leader in real estate services was struggling to track hundreds to thousands of certificates of insurance (COIs)—for one large building alone they managed roughly 500 active and expiring COIs plus coverage for about 80 tenants and their contractors. Relying on Excel and paper mail made verification, renewals, endorsements, and negotiations time-consuming, error-prone, and stressful for property teams.

They adopted Jones, an insurance-compliance SaaS built for real estate, uploading building requirements so Jones could collect, verify, audit, and monitor COIs automatically. The platform’s verification, expiration tracking, and AI-assisted audits cut manual work and human error, sped tenant onboarding with instant approvals, and improved tenant experience while reducing liability and improving property performance.