COI RESOURCES

Practical guidance for a clearer contractor insurance process.

Understand what a COI means, request the right evidence, verify it against project requirements, and manage the record through renewal.

COI FUNDAMENTALS

What is a certificate of insurance?

Understand what a COI summarizes, what it does not prove, and why organizations request one.

COLLECTION GUIDE

Give contractors and their brokers the project details, requirements, and delivery instructions they need.

VERIFICATION GUIDE

Review the entity, evidence, dates, endorsements, and requirements before work begins.

REVIEW CHECKLIST

Use a project-aware checklist for parties, dates, coverage, limits, endorsements, and decisions.

PROCESS GUIDE

Build a repeatable workflow from project requirements and collection to decisions and renewals.

EXPIRATION GUIDE

Know what an expired certificate means, what it does not mean, and how to respond.

FREE TEMPLATES

Download a tracking spreadsheet and request-email template, or print the review checklist.

COMMON QUESTIONS

Understand validity, certificate holders, additional-insured evidence, ACORD 25 review, and risk management.