Your next step, organized

Build a clear COI request.

Prepare a message for your agent. Unknown details can stay blank — we’ll list them for follow-up.

Request details

Who is requesting the certificate?

Use the name shown on your insurance documents. You can leave unknown details blank.

No policy numbers needed. Your entries stay in this page’s memory unless you choose “Save on this device.”

Before you send

Three checks worth making.

Check the legal names

Use the details supplied by your client. Don’t guess an organization’s legal name or mailing address.

Keep questions as questions

A selected requirement is not a policy decision. Let your agent explain what can be documented.

Confirm delivery and timing

Ask for a realistic completion estimate. Verify where documents should go before sharing them.