Vendor Insurance on Autopilot
Add your vendors and let Altidex handle the rest. Certificates, compliance, renewals — all on autopilot.
How it usually goes
You've got 100 vendors and half their insurance certificates are expired. Or lost. Or never collected.
You email the HVAC company three times. No response. Their broker? You don't even know who that is.
Renewal dates live in a spreadsheet you haven't opened since October.
Then a claim happens, and suddenly compliance is everyone's #1 priority.
How It Works
Add Your Vendors
Import via CSV or add manually. Pick their trade category, hit Start Autopilot, and Altidex loads the right insurance requirements and begins outreach. 5 minutes.
Altidex Takes Over
The agent emails your vendors, collects certificates, reads the PDFs with AI, and checks coverage against your requirements. If something's missing, it follows up automatically with reminders, broker outreach, and escalation to you.
You Get a Weekly Report
Every Monday you get a digest: who's compliant, what was handled, and what needs your attention. Anything urgent shows up in your exceptions inbox immediately. Most weeks, there's nothing to do.
One Email, Everything Handled
- HVAC Pro — COI received, verified compliant
- CleanCo Janitorial — Workers Comp gap resolved
- SafeGuard Electric — Broker responded, COI uploaded
- Mario's Plumbing — non-responsive for 14 days, may need phone call
Your Monday Morning
- —Open spreadsheet. 87 vendors, 9 certs expiring this month.
- —Draft reminder emails. Customize each one.
- —Send. Wait. No replies.
- —Follow up again. And again.
- —One vendor finally responds — wrong certificate.
- —Call their broker directly. Leave a voicemail.
- —Manually read the PDF. Check every coverage limit.
- —Update the tracker.
- —Repeat for the other 8.
- →Open one email.
- →2 exceptions flagged. Everything else: handled.
- →Tap to review. Approve. Done.
Why Altidex
Autopilot, Not a Dashboard
Add your vendors and Altidex handles the rest — outreach, collection, and verification. You get a weekly report and step in only for exceptions. Spend your time on your properties, not chasing certificates.
We Contact the Brokers
Altidex contacts your vendors' insurance brokers directly to get certificates and resolve gaps faster.
Zero Vendor Friction
No portals, no logins, no fees. Vendors tap one link, upload their certificate, and see verification results instantly — so they can fix any gaps on the spot.
Built for Property Management
Insurance requirements pre-loaded for HVAC, Plumbing, Electrical, Janitorial, Landscaping, and more.
Simple, Transparent Pricing
Starter
Up to 30 vendors
- Full autopilot compliance
- Weekly digest reports
- Broker outreach
- CSV vendor import
- Custom requirement templates
- Compliance report download
- Email support
Growth
Up to 100 vendors
- Everything in Starter
- Email reports to stakeholders
- Real-time compliance alerts
- Digest with weekly trends
- Priority email support
- Up to 100 vendors
Pro
Up to 250 vendors
- Everything in Growth
- Dedicated account support
- Phone support
- Up to 250 vendors
250+ vendors? $50 per 50 additional.
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