COI REVIEW RECORD
Vendor: [Vendor legal name]
Project / agreement: [Project reference]
Reviewed by / date: [Reviewer and date]
Document version: [File name and issue date]

[ ] Named insured matches the contracting entity or documented approved relationship.
[ ] Holder name and address match the request.
[ ] Each required coverage type is shown or separately documented.
[ ] Effective and expiration dates cover the intended work period.
[ ] Required limits and aggregates have been compared individually.
[ ] Required additional insured endorsement copies have been reviewed.
[ ] Required waiver and primary/noncontributory evidence has been reviewed.
[ ] Specialty exclusions or unresolved questions have been routed to the broker.
[ ] Renewal dates and follow-up owner have been recorded.

Open items: [Missing evidence and responsible owner]
Approved exceptions: [Approval reference or none]
Final reviewer decision: [Pending, approved under internal process, or declined]
Next review date: [Date]