A practical resource
Before you ask your agent.
Work through the details you have. Unchecked items are useful follow-up questions, not a coverage assessment.
0 of 6 preparation items checked
Fictional example, explained
A painting contractor needs documents for a client project. The client mentions additional insured status but has not explained the wording. The contractor records that as a question, includes the supplied requirements and asks the agent to confirm what the policy supports.
The useful outcome is a complete conversation starter, not an automatic assurance that the contractor has the right coverage.
Load the example in the builder ↗Contractor COI preparation guide
Certificate of insurance for contractors: what to prepare — a practical worksheet and questions to take to your agent.