The next chapter in building operations and property management is here— where AI teammates handle the repetitive work, so people can focus on what really matters.
AI is transforming industries at a rapid pace, but in commercial real estate (CRE), adoption has lagged behind. That changes now.
At Visitt, we’ve been building for this moment since day one — creating an AI-native building operations platform that works the way property teams do. Since 2022, we’ve embedded AI into the core of our platform, delivering AI-driven insights that flag recurring issues and blind spots, and AI-powered tools that automate workflows, boost team efficiency, and scale seamlessly across growing portfolios. These capabilities have already saved property teams thousands of hours while transforming the way they operate.
Now, we’re adding a new layer: fully autonomous AI agents. Built on years of AI investment, these agents don’t just support your workflows — they run them. They’re designed to take the heavy lifting off your plate, reduce risk, and give you back time for the work only people can do.
The first of these agents — our COI Agent — is already rewriting the rules of compliance management. By fully automating Certificate of Insurance (COI) workflows, it’s built to save teams thousands of hours each year, ensuring 99%+ compliance, and removing one of the most persistent headaches in building operations.
And this is just the beginning.
Why Has AI Adoption Lagged in Commercial Real Estate — and How Can That Change?
We’ve seen how quickly AI has transformed industries like online customer support, where everything happens digitally, knowledge is centralized, and workflows repeat. But CRE is different. It’s complex, people-driven, and still running on too many legacy systems.
That’s exactly why we built Visitt to be AI-native from the ground up — not bolting on AI later, but designing every workflow so it could be powered, optimized, or automated by AI from day one.
For property teams, this means freedom from repetitive administrative work. For tenants, it means faster, smoother experiences without constant requests or delays. And for entire portfolios, it delivers stronger compliance, higher efficiency, and happier stakeholders.
Meet the COI Agent: The First AI Teammate for Certificate of Insurance Management
If you’ve ever managed COIs, you know the drill: long email chains, manual document reviews, renewal reminders in spreadsheets, and the constant risk of something slipping through the cracks.
Our COI Agent changes that. It reads your contracts, understands your insurance requirements, validates incoming COIs, and handles all communication with tenants and vendors — only looping you in when necessary. It’s like having a teammate who never misses a deadline, never forgets a detail, and doesn’t need a coffee break.
How Does the COI Agent Work from Start to Finish?
Before the COI Agent, managing Certificates of Insurance was a slow, hands-on process. You’d sign a contract, then email the tenant or vendor requesting their COI. They’d send over a PDF, which you’d manually compare against the insurance requirements in the lease or contract. If it didn’t match, you’d go back and forth — sometimes multiple times — until everything was corrected. Meanwhile, renewal dates were tracked in spreadsheets, leaving teams hoping nothing slipped through the cracks. Even with traditional COI tracking software, the burden never really disappeared — it simply moved into a dashboard. Teams still had to interpret contracts, reach out to vendors, collect documents, and follow up endlessly.
The COI Agent changes this completely. Instead of assisting with the process, it runs it. The agent begins by autonomously reading leases and vendor agreements to extract the exact insurance requirements, eliminating the need for human setup or guesswork. From there, it handles all communication with tenants and vendors: requesting certificates, sending reminders, and following up automatically until everything is in place. Once a certificate is submitted, the agent instantly validates it against the extracted requirements, flags any mismatches or gaps, and updates compliance status in real time.
The work doesn’t stop at validation. The agent continuously monitors for expirations and coverage lapses, taking proactive action before risks escalate. Renewal requests go out automatically, with the property team notified only if human input is truly needed. Across entire portfolios, this means no more toggling between systems, no more chasing emails, and no more hours lost in PDF reviews.
The impact is immediate and measurable. On average, property teams will save more than 30 minutes per COI. Compliance rates can climb to 99%, with far fewer coverage gaps and zero missed renewals. What once required constant oversight is now a full handoff: a process that runs in the background, silently ensuring risk is managed, compliance is assured, and relationships with vendors and tenants remain smooth.
Instead of drowning in repetitive admin work, property teams regain hours, days, and even weeks of time — time they can now spend on higher-impact work that truly drives their portfolio forward.
These aren’t just numbers — they’re hours, days, and weeks your team can get back to focus on higher-impact work.
End-to-End COI Compliance, Automated
Unlike basic AI tools that only assist with COI validation, Visitt’s agent takes full ownership of the workflow — from start to finish:
🧠 Autonomous Requirements Extraction
Instantly reads and interprets insurance requirements from leases and contracts — no manual setup, no guesswork.
📬 Communications on Autopilot
Sends requests, reminders, and follow-ups to tenants and vendors without involving the property team.
✅ Self-Validating Intelligence
Reviews incoming COIs against the requirements — flagging missing documents, inconsistencies, and expirations automatically.
🔍 Continuous Real-Time Risk Intelligence
Monitors for coverage lapses or missing COIs and alerts teams before risks escalate.
🚀 Frictionless Onboarding
Buildings, vendors, and tenants come online fast — no paperwork bottlenecks, no compliance delays.
🙌 Zero-Burden for Tenants
Tenants stay focused on their business. The agent handles COI compliance silently in the background.
The Future of AI at Visitt
The COI AI Agent is the latest milestone in Visitt’s ongoing AI journey. Over the past three years, Visitt’s AI-native platform has equipped property teams with powerful AI-driven insights and automation — cutting thousands of hours of administrative overhead each year, flagging recurring issues and duplicates before they become problems, slashing service response times by up to threefold, and giving operators real-time visibility into operational blind spots.
Building on that foundation, Visitt is now expanding its family of AI Agents beyond insurance compliance. The next wave includes agents for preventive maintenance that can predict and schedule tasks before breakdowns occur, financial automation that reconciles bills and payments with minimal human touch, and tenant experience agents that personalize communications and respond to needs around the clock.
Together, these agents extend the reach of Visitt’s AI platform, turning building operations into a proactive, intelligent ecosystem where every repetitive task is handled in the background and every team has the freedom to focus on what matters most.
Ready to Cut the Manual Work?
Visitt’s AI Agent is now available to all commercial real estate partners for demo. Regardless of the size of your portfolio, our AI Agent scales with you — reducing risk, improving compliance, and giving your team their time back.
Because in the future of buildin operations, you shouldn’t have to manage busywork at all.
👉 Curious to learn more? Talk to our team and explore how we can work together.