Insurance service desk with paperwork and a laptop

Certificate service

Request a COI with the delivery email and contract wording up front.

COIs are emailed. Send the holder details, delivery email, wording, endorsements requested, and contract file so our office can issue what the policy actually allows.

Start COI request Call 1-800-252-6885

What to send

The more exact the requirement, the cleaner the certificate.

A vague COI request creates follow-up. The delivery email, contract wording, and special endorsement requests tell us whether this is simple evidence of insurance or something that needs carrier review.

Delivery email, holder name, and holder address
Required wording exactly as written
Additional insured, waiver, and primary/noncontributory flags
Contract, sample COI, or requirement upload
Requester email and phone for follow-up questions

COI request form

Send the certificate request to our office.

COIs are emailed. This form stays focused on where to send the certificate, the holder details, policyholder, wording, and contract details our office needs to issue it cleanly.

Policyholder

Policyholder / business name *

Your name *

Your email *

Phone number *

Policy number if known

Certificate holder

Certificate holder name *

Company, person, landlord, general contractor, venue, lender, or client requesting proof.

COI delivery email *

Where should we send the finished certificate? Use your email, the holder's email, or a portal/contact email.

Holder street / PO Box *

City *

State *

ZIP code *

Required wording

Additional insuredCheck this only if the contract or holder asked for it.Waiver of subrogationWe will verify whether the carrier and policy can provide it.Primary and noncontributoryHelpful when the contract uses this exact phrase.

Required wording or certificate instructions *

Paste the insurance requirements exactly as written if you have them.

Notes for our office

Anything unusual about the job, venue, landlord, portal, or certificate holder.

Contract or insurance-requirements upload

Upload the contract, sample COI, or requirement sheet

PDF, image, Office document, CSV, or text file up to 15MB.

Wording reality check

Some certificate requests are simple. Others require endorsement and policy wording review.

A COI is evidence, not a policy change by itself

A certificate does not create coverage on its own. Some wording requires an endorsement, carrier approval, or policy form that must already exist.

Additional insured wording has to match the policy

If a contract asks to add someone as additional insured, our office has to confirm whether the policy can provide that status and for which coverage.

Waiver and primary/noncontributory requests need exact language

Those phrases matter. Upload the contract or paste the requirement so the certificate does not get rejected for missing wording.