Certificate of Insurance Request / Proof of Coverage template and...
Prepare insurance proof requests online, then generate a COI request PDF for vendors or carriers. Use this when a client, general contractor, or property manager requires proof...
When to use this template
Prepare insurance proof requests online, then generate a COI request PDF for vendors or carriers. Use this when a client, general contractor, or property manager requires proof of your insurance coverage before you are allowed to start work on their site or be added to their approved vendor list.
What to include
- Your company legal name, address, and the name and phone number of your insurance agent or broker who will issue the certificate.
- Specific coverage types requested: general liability, workers' compensation, commercial auto, umbrella/excess liability, and the minimum coverage amounts required.
- Certificate holder information: the exact legal name and address of the party who must be listed as the certificate holder or additional insured.
- Project or contract reference number that the certificate applies to, so the requesting party can match it to their records.
- Deadline by which the certificate must be delivered, the delivery method (email, mail, or upload to a vendor portal), and any special endorsements or waivers of subrogation required.
Common questions
- Can I complete this Certificate of Insurance Request / Proof of Coverage online for each project requirement?
- Yes. Specify coverage limits, named insured details, and certificate delivery requirements in-browser.
- Can I save this Certificate of Insurance Request / Proof of Coverage for recurring insurance checks?
- Yes. With an account, save and reuse it when onboarding subcontractors or renewing vendor compliance.
- Can I generate a formal PDF from this Certificate of Insurance Request / Proof of Coverage?
- Yes. Export a professional request PDF for brokers, carriers, or subcontractor administration.
- What does it mean to be listed as an additional insured?
- It means your insurance policy extends limited coverage to the requesting party for liability arising from your work on their project. Your agent adds this by endorsement.
- Does providing a certificate of insurance cost me anything?
- The certificate itself is usually free from your agent. However, adding an additional insured endorsement may have a small fee depending on your policy.
- How long does it take to get a certificate of insurance?
- Most agents can issue a standard certificate within one to two business days. Rush requests are usually same-day if you call your agent directly.
- What if my coverage limits are lower than what the client requires?
- Contact your agent about increasing your limits or adding an umbrella policy. Do not fabricate coverage. Working without adequate insurance puts your business at risk.