The managing agent should keep an excel spreadsheet with the information inputted. Then once a month he/she just looks at it and follows up on any required requisitions.
At least that’s what I do, it seems to be the easiest way.

~AR

What I find that really works is keeping the shareholders well informed when it comes to building requirements. Most contractors, are aware that they need to submit paperwork before they begin work. It is just a matter of staying on top of things. The following are some pointers which I hope help.

1. Post a notice by your service entrance reminding contractors etc, that they must provide certification in order to work on your premises.

2. Include your requirements in your general rules for contractors. (so paperwork is submitted before work begins)

3. Prepare a master copy, so you can fax it to the carrier to make it easier fill out.

Hope the above helped FN.

I believe the question waas in regard to personal/homeowners insurance... Am I mistaken?

I'm assuming the Q refers to homeowners' insurance too.

Our co-op requires shareholders to provide a copy of their homeowners' statement every year to the managing agent.

Again, I was asking if anyone had a "program" for the follow-ups.
It sounds as if most leave the matter to their managing agents which we were doing.
I undertook handling it for our building because the documents being submitted by the Shareholders were not, for the most part, "Certificates of Insurance". Being an insurance broker, I'm trying to make sure that the coop gets the proper document.
The difficulty is following up those who don't submit or submit incorrectly.

Gerry,

Do you mean that the insurance company's statement, with the types of coverage listed, isn't enough?

If we require a certificate of insurance, does the insurance agent typically charge for that?

You are correct.

We do that for contractors. I was looking for a program for Shareholders.