Case Study: NAI Elliott triples COI compliance with MRI Software

NAI Elliott triples COI compliance rate with Jones and MRI Software

NAI Elliott, a Portland-based full-service commercial real estate firm, needed a more efficient way to manage and report on certificates of insurance (COI) compliance across its properties. Before working with MRI Software and Jones, the team relied on multiple spreadsheets and manual data entry into MRI Commercial Management to track tenant and vendor insurance.

MRI Software, through the integration of Jones with MRI Commercial Management, automated COI tracking and notifications while syncing tenant data between systems. The result was a 3X increase in compliance rate, nearly 100% COI collection rates, and significant time savings by eliminating manual reconciliations and helping NAI Elliott keep compliance information current and visible.

NAI Elliott

Linda Bice

Assistant Real Estate Manage