Named parties
Record the business name, certificate holder request, customer or GC name, and who should receive questions.
COI readiness
Organize certificate of insurance questions before a job gets urgent.
A COI can be part of a contractor admin packet, but it is not something this page can verify. Use this checklist to collect questions, dates, contacts, and review notes for your insurance agent, customer, or GC.
Checklist
COI fields and questions to organize.
Policy lines
List which lines are being asked about, such as general liability, auto, workers comp, umbrella, or other job-specific items.
Expiration dates
Track certificate date and policy expiration dates in a static table so renewal questions are visible before work starts.
Agent contact
Keep the insurance agent or broker contact separate from field crew notes so certificate questions reach the right person.
Special wording questions
Ask your insurance agent, customer, GC, or attorney about additional insured, waiver, endorsement, and contract-language requests.
Storage boundary
Store documents in your chosen business system. Do not upload certificates or policy files to this guide.
Conservative review
Questions that should not be answered by this page.
Insurance requirements depend on the work, location, contract, customer, and policy terms.