The field guide
Get the paperwork conversation right.
Short, practical guides to preparing your next request. Start with the task you need to complete.
Start here
How to request a COI from your agent
A practical sequence for turning a client’s request into a clear message.
Read the guide ↗Understand the termsCertificate holder and additional insured requests
Keep recipient details separate from questions about policy status.
Read the guide ↗PreparationWhat to gather before requesting a COI
The project details and client instructions that make a request easier to review.
Read the guide ↗Contractor COI preparation guide
Certificate of insurance for contractors: what to prepare — a practical worksheet and questions to take to your agent.