What is a vendor COI policy category?
A vendor COI policy category is a reusable set of insurance requirements you define once and assign to vendors. When a COI is uploaded for a vendor, it is validated against the requirements of their assigned category. This removes the need to define requirements for each vendor individually.
Create a policy category
Go to Admin → COI → Vendor COI.
Click Create policy category.
Enter a category name (e.g., "High Risk", "Subcontractor", "Medium Risk").
Click Create policy category to confirm.
Click into the category to define its requirements.
Select the coverage types that apply and set the required limits for each.
Click Save requirements.
The category is now saved and available to assign to vendors.
Assign a category to a vendor
You can assign a category when adding a new vendor or editing an existing one.
New vendor
Go to Vendors → Add Vendor.
In the COI Category dropdown, select the relevant category.
Complete the remaining fields and save.
Existing vendor
Go to Vendors and open the vendor.
Click Edit.
In the COI Category dropdown, select or update the category.
Save your changes.
Assigning a category is optional. Vendors without a category are not validated against any requirement set.
Edit a policy category
Changes to a category apply to all future COIs for vendors assigned to it. Existing validated COIs are not affected.
Go to Settings → COI → Vendor COI.
Open the category you want to update.
Click View requirements.
Update the coverage types or limits.
Click Save requirements.
Delete a policy category
Go to Settings → COI → Vendor COI.
Open the category.
Click Remove policy category.
A confirmation modal appears.
If no vendors are assigned to this category:
Click Delete to permanently remove it.
If vendors are assigned to this category:
You'll see how many vendors are affected. Choose one of the following:
Replace with a different category: Select a replacement category from the dropdown. Affected vendors move to the new category. Future COIs use the new requirements.
Remove without replacement: Vendors are left with no category assigned.
Click Delete to confirm.
⚠️ This action cannot be undone.
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Common scenarios
Standardizing requirements by vendor type
Your property works with general contractors and vendors that have different insurance requirements. You create two categories: "Low risk" and "High risk", each with its own limits. When a new vendor is added, you assign the appropriate category. All future COIs are automatically validated against those requirements.
Replacing a discontinued category
You delete an outdated "Low Risk" category. Several vendors are assigned to it. You select "Medium risk" as the replacement category. All affected vendors move to "Medium risk," and future COIs use those requirements.
Vendor with no category
A one-time vendor is added without a COI category assigned. Their COIs are uploaded but not validated against any requirement set.
FAQ
Who can create and manage policy categories?
Global Admins can create, edit, and delete categories. COI Owners can view and edit categories, but cannot create or delete them at the property level.
Does changing a category affect existing COIs?
No. Updates to a category only apply to COIs uploaded after the change. Existing validated COIs remain unchanged.
Can a vendor belong to more than one category?
No. Each vendor can have one COI category assigned at a time.
Is assigning a category required?
No. The COI Category field is optional when adding or editing a vendor.
What happens to vendors when a category is deleted without a replacement? Those vendors are left with no category. Their future COIs will not be validated against any requirement set until a new category is assigned.