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Two colleagues discussing a project while reviewing information on a laptop.Preparation

Certificate of Insurance for Contractors: What to Prepare

Prepare a certificate of insurance for contractors request with a practical checklist, client details and clear questions to take to your insurance agent.

October 27, 2026 · Educational guideRead article ↗ Two coworkers reviewing information on a laptop at an office desk.Preparation

What to gather before requesting a COI

The project details and client instructions that make a request easier to review.

October 27, 2026 · Educational guideRead article ↗ Two colleagues discussing information shown on a laptop and a clipboard.Insurance terms

Certificate holder and additional insured requests

Keep recipient details separate from questions about policy status.

October 27, 2026 · Educational guideRead article ↗ Two business colleagues reviewing information together on a laptop.Requests

How to request a COI from your agent

A practical sequence for turning a client’s request into a clear message.

October 27, 2026 · Educational guideRead article ↗