Keep the insurance paperwork moving.
Find the checklist, example or official source you need to collect and review vendor insurance evidence.
223 resources
COI Tracking Spreadsheet: Excel and Google Sheets Template
Download a policy-level COI tracker with review dates, renewal tracking and separate documentation decisions.
TemplatesCertificate of Insurance Request Email Template
Copy a vendor COI request with the correct holder details, insurance requirements and a clear document deadline.
TemplatesCOI Renewal Reminder Email Templates
Use 30-day, 14-day and urgent renewal emails that identify the specific expiring insurance policy.
TemplatesCOI Deficiency Email: Missing Limits and Endorsements
Request corrections to an insurance submission with a requirement-by-requirement deficiency email.
TemplatesVendor Insurance Noncompliance Notice Template
Document unresolved insurance requirements, responsible reviewers and the contract-based next step.
TemplatesVendor Insurance Requirements Template
Create a vendor insurance schedule with scope, coverage evidence, endorsements and review responsibilities.
TemplatesCOI Review Checklist
Review insured names, policy dates, limits and supporting endorsements with a practical COI checklist.
TemplatesSubcontractor Onboarding Checklist
Coordinate subcontract agreements, licenses, insurance evidence and start authorization in one checklist.
TemplatesSubcontractor Prequalification Form With Insurance Questions
Screen work scope, lower-tier subcontracting and insurance evidence before awarding a subcontract.
TemplatesWaiver of Subrogation Request Letter and Sample Wording
Ask a broker for the correct waiver evidence with a copyable request letter and a policy-specific checklist.
TemplatesAdditional Insured Endorsement Request Email
Request the correct additional insured entities, operations and endorsement evidence from a vendor’s agent.
TemplatesProperty Management Vendor Insurance Checklist
Review maintenance vendor insurance by property, work scope and required insured entities.
TemplatesCommercial Tenant Insurance Requirements Checklist
Organize lease insurance evidence, tenant legal names, premises and renewal follow-up.
TemplatesEvent Vendor Insurance Checklist
Collect event-specific vendor insurance evidence for dates, venue entities and higher-risk activities.
TemplatesWorkers Comp Audit Subcontractor Documentation Worksheet
Prepare subcontractor payment, work-date and coverage evidence for a workers comp premium audit.
TemplatesInsurance Exception Approval Form
Document an insurance requirement exception with scope, approver, expiry and follow-up.
TemplatesMonthly Vendor Insurance Compliance Report Template
Report insurance review status, expiring policies and unresolved vendor issues without hiding unknowns.
TemplatesCOI Record Retention Policy Template
Draft an insurance evidence retention process covering renewals, access, legal holds and secure deletion.
TemplatesConstruction Project Insurance Closeout Checklist
Preserve project insurance evidence, completed operations documents and unresolved exceptions at closeout.
TemplatesInsurance Broker Document Request Checklist
Send an organized broker request for COIs, endorsements, declarations and policy-specific clarification.
Trade requirementsRoofing insurance requirements
What to collect from roofing vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsHVAC insurance requirements
What to collect from hvac vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsElectrical insurance requirements
What to collect from electrical vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsPlumbing insurance requirements
What to collect from plumbing vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsConcrete insurance requirements
What to collect from concrete vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsFraming insurance requirements
What to collect from framing vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsDrywall insurance requirements
What to collect from drywall vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsPainting insurance requirements
What to collect from painting vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsFlooring insurance requirements
What to collect from flooring vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsMasonry insurance requirements
What to collect from masonry vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsExcavation insurance requirements
What to collect from excavation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsDemolition insurance requirements
What to collect from demolition vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsLandscaping insurance requirements
What to collect from landscaping vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsTree Service insurance requirements
What to collect from tree service vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsSnow Removal insurance requirements
What to collect from snow removal vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsJanitorial insurance requirements
What to collect from janitorial vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsWindow Cleaning insurance requirements
What to collect from window cleaning vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsPressure Washing insurance requirements
What to collect from pressure washing vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsSecurity Guard insurance requirements
What to collect from security guard vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsElevator Maintenance insurance requirements
What to collect from elevator maintenance vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsFire Sprinkler insurance requirements
What to collect from fire sprinkler vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsFire Restoration insurance requirements
What to collect from fire restoration vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsWater Mitigation insurance requirements
What to collect from water mitigation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsAsbestos Abatement insurance requirements
What to collect from asbestos abatement vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsMold Remediation insurance requirements
What to collect from mold remediation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsEnvironmental Remediation insurance requirements
What to collect from environmental remediation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsLead Abatement insurance requirements
What to collect from lead abatement vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsScaffolding insurance requirements
What to collect from scaffolding vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsWelding insurance requirements
What to collect from welding vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsSteel Erection insurance requirements
What to collect from steel erection vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsSolar Installation insurance requirements
What to collect from solar installation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsFence Installation insurance requirements
What to collect from fence installation vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsPaving insurance requirements
What to collect from paving vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsCrane and Rigging insurance requirements
What to collect from crane and rigging vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsTrucking and Hauling insurance requirements
What to collect from trucking and hauling vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Trade requirementsPest Control insurance requirements
What to collect from pest control vendors: scope-specific insurance questions, evidence, exclusions and a worked review example.
Certificates and ACORDACORD 24 vs ACORD 25: Property vs Liability Certificates
Know when property evidence and liability evidence answer different questions, then review a vendor or tenant packet without confusing the two.
Certificates and ACORDACORD 25 Description of Operations: Wording and Examples
Review project identifiers and coverage statements in the ACORD25 remarks area while keeping certificate text separate from policy rights.
Certificates and ACORDACORD 27 vs ACORD 28: Property Insurance Evidence Compared
Compare property evidence forms by purpose, then identify the property, policy and interested party the requester actually needs to review.
Certificates and ACORDACORD 28: Evidence of Commercial Property Insurance Explained
Review ACORD 28 property evidence by checking the premises, insured interest, reported coverage, dates and supporting policy documents.
State insurance guidesArizona Contractor Insurance Requirements
Distinguish Arizona contractor license bonds from liability insurance and verify employee coverage and project endorsements separately.
Certificates and ACORDAutomating ACORD 25: Issuing Certificates vs Collecting and Checking Them
Separate authorized certificate issuance from recipient-side COI automation, then build a collection, review and renewal workflow that matches your role.
State insurance guidesCalifornia Contractor Insurance Requirements
Check California contractor entity type, license classification, workers’ compensation status, LLC liability insurance and project insurance terms.
Workers compCalifornia Labor Code 2750.5: Unlicensed Subcontractor Hiring Risks
Review the license, worker-classification and insurance records behind California Labor Code 2750.5 before hiring a subcontractor.
Certificates and ACORDCertificate Holder Wording: Business Name and Address Examples
Prepare an accurate holder-name request and keep project routing, additional insured entities and policy rights separate.
COI workflowsCertificate of Insurance Red Flags: A Reviewer’s Guide
Spot document inconsistencies, missing evidence and scope questions without treating every mistake as fraud.
Certificates and ACORDCertificate of Insurance vs Insurance Policy: What Each Proves
Understand the limits of certificate evidence and when to request policy provisions, schedules or endorsements for a contract review.
Software guidesCOI Tracking Software Evaluation Checklist
Run a practical COI software pilot with difficult certificates, clear acceptance criteria, ownership checks and an export test.
Software guidesCOI Tracking Software Pricing: How to Compare Total Cost
Compare vendor limits, document-review allowances, implementation and managed-service scope using published prices and a practical quote worksheet.
Software guidesCOI Tracking Spreadsheet vs Software
Compare spreadsheet and software workflows for collection, date tracking, review ownership and migration using a practical vendor-record example.
State insurance guidesColorado Contractor Insurance Requirements
Combine Colorado workers’ compensation compliance with local contractor licensing and project-specific liability and endorsement checks.
Workers compColorado Workers’ Comp Costs for Contractors: What Drives the Quote?
Understand payroll, trade classifications and experience modification when comparing Colorado contractor workers’ compensation quotes.
Waivers and endorsementsCommercial Auto Waiver of Subrogation Explained
Check an auto waiver against the correct policy, parties, vehicle use and written agreement without confusing it with a general liability waiver.
Workers compDo Subcontractors Need Workers Comp Insurance?
A hiring checklist for subcontractor employees, owners, exemptions, contract requirements and the documents that support each decision.
Workers compDo You Need Workers Comp for 1099 Contractors?
Understand why a 1099 does not settle worker status, coverage duties or a general contractor’s insurance review.
Certificates and ACORDEmployers Liability Limits on an ACORD 25
Read each-accident, disease-per-employee and disease-policy limits separately, then compare the evidence with your contract.
Workers compFlorida Construction Workers’ Comp Exemptions: A GC Checklist
Verify Florida construction exemptions for individual owners while separately checking employee coverage and project insurance requirements.
State insurance guidesFlorida Contractor Insurance Requirements: Liability, Auto and Workers’ Comp
Compare Florida contractor license insurance floors with project liability, auto, workers’ compensation and endorsement requirements.
Software guidesFree COI Tracking Software: Options and Limitations
Compare free tracking plans, spreadsheet templates and one-off certificate tools while checking vendor limits and actual compliance-review scope.
Waivers and endorsementsGeneral Liability Waiver of Subrogation Explained
Learn what a general liability waiver changes, how to check blanket or scheduled wording, and which documents to request from a subcontractor.
State insurance guidesGeorgia Contractor Insurance Requirements
Review Georgia residential and general contractor liability minimums, employee coverage evidence and project-specific insurance endorsements.
Workers compGeorgia Workers Comp for 1099 Contractors
A 1099 payment label does not answer every Georgia coverage question.
COI workflowsHow Long Should You Keep Subcontractor COIs?
Set a COI retention rule around contracts, historical work dates, claims requirements and legal holds rather than a universal number of years.
COI workflowsHow to Check Completed Operations Coverage
Separate the named insured’s completed operations limits from additional insured requirements and post-completion evidence duties.
Software guidesHow to Move COI Tracking From Excel to Software
Clean a vendor list, preserve policy-level evidence and test renewal handling before replacing an Excel COI tracker.
COI workflowsHow to Organize Certificate of Insurance Files
Name and store vendor insurance evidence so the right legal entity, policy period and review decision can be retrieved later.
COI workflowsHow to Request a Certificate of Insurance From a Vendor
Send a clear COI request with legal entity names, actual insurance requirements, supporting documents and a review deadline.
COI workflowsHow to Review Umbrella Coverage Against Contract Requirements
Check umbrella dates, underlying policies, limits and scope before using an excess policy to address a contractual insurance requirement.
COI workflowsHow to Set Vendor Insurance Requirements by Risk
Build a vendor insurance review around work scope, contracts, state rules and an approved exception process.
COI workflowsHow to Track Pollution Liability Endorsements
Build an endorsement-level pollution evidence register with contaminants, operations, policy periods and unresolved review questions.
COI workflowsHow to Track Vendor and Tenant COIs Across a Property Portfolio
Organize vendor and tenant insurance evidence by legal entity, property, agreement and policy period without hiding different requirements.
COI workflowsHow to Verify a Certificate of Insurance Is Authentic
Check insurance evidence through independently verified agent, insurer and state information rather than relying on PDF appearance.
COI workflowsHow to Verify Additional Insured Endorsements
Check the insured parties, policy period, operations and conditions in additional insured evidence rather than relying on a certificate checkbox.
State insurance guidesIllinois Contractor Insurance Requirements
Review Illinois workers’ compensation, trade-specific insurance licensing rules and local or contractual requirements without assuming one statewide contractor package.
Workers compIllinois Workers’ Comp Exemptions and Owner Coverage
Review Illinois owner elections, carrier records and construction-specific concerns before accepting a workers’ compensation exemption claim.
Workers compIndiana Workers Comp Certificates and Coverage Verification
Indiana offers different checks for actual employer coverage, independent contractor clearance and coverage elections.
Workers compIowa Workers’ Comp for Owner-Operators and Sole Proprietors
Separate Iowa owner elections from employee coverage and document whether a working proprietor or LLC member is included in a policy.
Workers compKansas Workers Comp Exemptions: What Contractors Should Verify
Kansas coverage exceptions require more analysis than simply counting employees.
Workers compKentucky Workers Comp for Sole Proprietors
Kentucky law permits business owners to elect employee status through insurance.
Software guidesManaged COI Tracking Services vs Self-Service Software
Compare who collects, reviews, corrects and approves insurance evidence before choosing a managed service or running COI tracking in house.
Workers compMaryland Workers Comp for Sole Proprietors
Maryland separates a proprietor’s personal election from insurance for employees.
State insurance guidesMississippi Subcontractor Insurance Requirements
Separate Mississippi licensing insurance evidence from project-specific subcontractor liability limits, workers’ compensation and endorsement requests.
COI workflowsMontana Independent Contractor Exemption Certificate: A GC Review Guide
Montana ICECs address the individual contractor’s workers compensation status.
Workers compNevada Independent Contractors and Workers’ Comp: A Hiring Guide
Understand why Nevada principal-contractor responsibilities and statutory exceptions require more than a 1099 or business-license check.
Waivers and endorsementsNew Jersey Workers Comp Waiver of Subrogation: What to Verify
A New Jersey workers compensation waiver request requires policy-specific confirmation.
State insurance guidesNew York Contractor Insurance Requirements
Get the correct New York workers’ compensation proof for government permits and contracts, and distinguish statewide obligations from NYC insurance rules.
Workers compNorth Dakota Workers Comp for Out-of-State Contractors
An out-of-state policy does not automatically satisfy North Dakota requirements.
Workers compOhio Workers Comp Coverage Verification for Subcontractors
Ohio BWC’s employer lookup provides current coverage status.
Workers compOut-of-State Subcontractors: Workers Comp Documents to Collect
Review work states, temporary assignments, reciprocity and owner status before accepting an out-of-state subcontractor’s insurance evidence.
Workers compStop Gap Employers Liability: What to Check in State Fund States
Distinguish statutory state-fund benefits from separate employers liability evidence and review the actual stop gap policy terms.
COI workflowsSubcontractor Insurance Tracking: A Step-by-Step Workflow
Set up subcontractor COI collection, document review, renewal ownership and a practical exception process.
COI workflowsSubcontractors Who Hire Other Subcontractors: Insurance Review
Track the contracting chain, worker status and coverage evidence when your subcontractor delegates work to another business.
Workers compTennessee Construction Workers’ Comp Exemptions: Documents to Check
Use Tennessee’s construction owner exemption registry correctly and verify employee insurance separately from individual exemption and licensing.
State insurance guidesTennessee Contractor Insurance Requirements
Match Tennessee contractor liability evidence to the license monetary limit and verify construction owner exemptions and employee coverage separately.
State insurance guidesTexas Contractor Insurance Requirements
Review Texas trade licensing insurance, public-project workers’ compensation certifications and project-specific contractor insurance terms.
Workers compTexas Workers’ Comp Non-Subscribers: What Hiring Contractors Should Ask
Verify Texas subscriber status, public-project obligations and contract requirements before accepting a contractor without statutory workers’ compensation.
Workers compVirginia Subcontractors: Employee Counts and Workers’ Comp Review
Count Virginia direct and relevant statutory employees correctly and retain subcontractor coverage evidence for the project and premium audit.
Waivers and endorsementsWaiver of Subrogation in Commercial Leases
Review landlord and tenant waiver requirements across property and liability policies, with a clear lease-file checklist and hypothetical example.
Waivers and endorsementsWaiver of Subrogation in Construction Contracts
Translate a construction waiver requirement into a policy-by-policy document review, including the contract chain, timing and renewal evidence.
Waivers and endorsementsWaiver of Subrogation vs Additional Insured
Compare recovery rights with insured status, then use a practical document checklist to review both requirements on subcontractor insurance.
Waivers and endorsementsWaiver of Subrogation vs Indemnification
Understand the difference between a contract indemnity obligation and an insurance recovery waiver, with a review workflow for hiring companies.
Workers compWashington Workers Comp Verification for Contractors
Washington L&I combines contractor registration, workers compensation status and related records in its Verify tool.
COI workflowsWhat to Do When a Subcontractor Refuses to Provide Insurance
Clarify missing insurance evidence, separate inability from refusal and route work decisions through the actual subcontract.
COI workflowsWhat to Do With a Noncompliant Certificate of Insurance
Resolve insurance document gaps with a requirement-by-requirement review, correction request and authorized exception process.
Certificates and ACORDWhere to Get a Blank or Fillable ACORD 25 Form
Find the legitimate ACORD form access route, distinguish form access from certificate issuance, and request proof of insurance from the right party.
COI workflowsWho Should Collect and Review Vendor COIs?
Assign ownership for insurance requests, policy review, exceptions, renewals and record retention so each handoff is clear.
Workers compWisconsin Workers’ Comp: What to Collect From Independent Contractors
Document Wisconsin’s nine-condition independent-contractor review and obtain the insurance evidence your carrier needs for subcontractor audits.
Workers compWorkers Comp Coverage Verification: Beyond Collecting a COI
Verify the employer, relevant dates, owner status and official coverage record instead of relying only on a saved certificate.
Workers compWorkers Comp Exemption Certificates: What Hiring Contractors Should Check
Check the person, issuing authority, scope and dates of exemption evidence without confusing it with an insurance policy.
Workers compWorkers Comp for LLC Owners and Members
How to review LLC member status, employee counts, elections and endorsements without assuming every LLC follows the same rule.
Workers compWorkers Comp for Sole Proprietors: Coverage and Documentation
Separate the proprietor’s personal election, employee coverage and hiring-contract requirements before accepting an insurance file.
Workers compWorkers Comp for Subcontractors With No Employees
Review owner status, trade rules, helpers and contract obligations when a subcontractor says it has no employees.
Workers compWorkers Comp vs Employers Liability Insurance
Understand statutory workers compensation benefits, employers liability coverage and the separate documents a contractor should review.
Certificates and ACORDACORD 25 vs ACORD 28: which certificate do you need?
ACORD 25 proves liability insurance. ACORD 28 is evidence of commercial property insurance. Here's how they differ, who asks for each, and how ACORD 24, 27 and 855 fit in.
Waivers and endorsementsBlanket waiver of subrogation: how it works and when it protects you
A blanket waiver applies to parties meeting its policy conditions. Check the written agreement, operations, timing and actual waiver evidence before relying on it.
COI workflowsCOI expiration: what happens when a certificate of insurance expires
A certificate of insurance doesn't expire on its own. The policies listed on it do. Here's what an expired COI means, what to do about it, and how to stop chasing renewals.
Waivers and endorsementsDo I need a waiver of subrogation? A plain-English decision guide
When you should require a waiver of subrogation from subs and vendors, when you'll be asked to give one, and when it's reasonable to push back. For GCs, subs, landlords and property managers.
Certificates and ACORDHow to fill out an ACORD 25 (and who's allowed to)
A box-by-box guide to completing an ACORD 25 certificate of liability insurance: producer, insured, coverages, ADDL INSD, SUBR WVD, description of operations and certificate holder.
Workers compHow to prepare for a workers' comp audit: a checklist for contractors
What a workers' comp premium audit looks at, the records to gather, how to handle subcontractor certificates, and the mistakes that lead to surprise bills.
Waivers and endorsementsWaiver of subrogation endorsement: forms, wording and what to check
What a waiver of subrogation endorsement is, the standard ISO and NCCI forms for general liability, auto and workers' comp, and how to confirm a vendor actually has one.
Waivers and endorsementsWaiver of subrogation on workers' comp: why GCs require it and what it costs
How a waiver of subrogation works on a workers' compensation policy, the WC 00 03 13 endorsement, typical costs, state restrictions, and how to verify it on a sub's COI.
Certificates and ACORDWhat is a certificate holder on a certificate of insurance?
The certificate holder is the person or company a COI is issued to. Here's what that does and doesn't give you, how it differs from additional insured, and how the name should be written.
Workers compWorkers' comp audits and uninsured subcontractors: why you get charged
Why workers' comp premium audits charge general contractors for uninsured subcontractors, how auditors calculate it, and the certificate habits that prevent a surprise bill.
Certificates and ACORDHow to read an ACORD 25 certificate of insurance (and what to check)
A field-by-field guide to the ACORD 25 certificate of liability insurance, plus the checks contractors and property managers should run on every one.
Free toolsACORD 25 PDF to CSV
Extract policy rows from a certificate PDF or image, review the CSV and download the fields for a tracking spreadsheet. Free checks have daily limits.
Free toolsInsurance coverage gap timeline
Compare policy periods against a required work period and find missing days by coverage type. Browser-based date checking with an evidence timeline.
Free toolsCOI renewal reminder calendar
Create calendar follow-ups 30, 14 and 7 days before a policy expires, plus expiration day. Download an ICS file for your calendar.
Free toolsCOI spreadsheet validator
Check a COI tracking CSV for missing columns, invalid dates, email formatting and exact policy-period duplicates. Processing stays in your browser.
Free toolsWorkers comp coverage lookup directory
Find official state workers compensation agencies and coverage-verification routes. Check employer identity and relevant work dates beyond the COI.
Free toolsFree ACORD 25 checker
Upload an ACORD 25 certificate of insurance and AI reads every policy, limit and date, then checks it against your requirements — additional insured, waiver of subrogation and expiration included. Free, no signup.
Free toolsWaiver of subrogation explainer
See what a waiver of subrogation does with an interactive, step-by-step scenario — who pays, who can be sued, and what to check on a certificate of insurance.
Free toolsAdditional insured vs certificate holder
Review certificate holder and additional insured indicators, identify missing endorsements, and learn which coverage details to confirm with your broker.
Free toolsCertificate of insurance sample (ACORD 25)
What the ACORD 25 form is, who issues it and what it doesn’t prove, plus an annotated certificate of insurance sample you can click box by box.
Free toolsWorkers’ comp audit calculator
Estimate the extra workers’ compensation premium your audit could charge for subcontractors without a valid certificate of insurance on file.
Free toolsSubcontractor insurance requirements generator
What insurance to require from subcontractors: typical limits by trade risk, key endorsements and a free generator for your clause and COI request email.
Free toolsCertificate of insurance checker
Enter the limits and dates from a certificate of insurance and check it against your requirements instantly — general liability, auto, umbrella, workers’ comp and endorsements.
IndustriesCOI Tracking for HOAs and Condo Associations
Collect association vendor certificates, review a consistent insurance baseline and follow up before recurring contractor policies expire.
IndustriesCOI Tracking for Commercial Landlords
Collect vendor and tenant COIs with clear lease records, a consistent account baseline and practical renewal follow-up.
IndustriesCOI Tracking for Apartment Communities
Keep apartment maintenance vendor COIs organized through unit turns, recurring services and seasonal work without confusing insurance with site approval.
IndustriesCOI Tracking for Retail Property Portfolios
Organize retail vendor certificate collection while keeping tenant fit-outs, site assignments and lease-specific insurance decisions in the right system.
IndustriesCOI Tracking for Hotels and Hospitality Groups
Collect hotel service-provider certificates and renewals while coordinating occupied-building, kitchen, event and refurbishment reviews outside the certificate baseline.
IndustriesCOI Tracking for Schools and Universities
Organize campus vendor certificate requests and renewals while retaining procurement, student-contact and project approvals in the institution’s own process.
IndustriesCOI Tracking for Municipalities and Public Agencies
Follow public-agency vendor certificate renewals while keeping bid requirements, state proof forms and authorized contract decisions in the procurement record.
IndustriesCOI Tracking for Manufacturing Facilities
Collect plant contractor certificates before maintenance and shutdown work, with separate reviews for machinery, rigging and operational approvals.
IndustriesCOI Tracking for Healthcare Facilities
Collect facilities-service vendor certificates and renewals while keeping clinical credentialing, access and infection-control approvals in the appropriate process.
IndustriesCOI Tracking for Warehouses and Logistics Facilities
Track warehouse service-provider COIs and renewals while keeping carriers, cargo contracts, site permissions and work-specific insurance reviews distinct.
IndustriesCOI Tracking Software for Small Businesses
Move a small vendor insurance list out of scattered email with private upload links, certificate review and policy renewal reminders.
State requirementsAlabama workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Alabama.
State requirementsAlaska workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Alaska.
State requirementsArizona workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Arizona.
State requirementsArkansas workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Arkansas.
State requirementsCalifornia workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for California.
State requirementsColorado workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Colorado.
State requirementsConnecticut workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Connecticut.
State requirementsDelaware workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Delaware.
State requirementsFlorida workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Florida.
State requirementsGeorgia workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Georgia.
State requirementsHawaii workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Hawaii.
State requirementsIdaho workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Idaho.
State requirementsIllinois workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Illinois.
State requirementsIndiana workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Indiana.
State requirementsIowa workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Iowa.
State requirementsKansas workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Kansas.
State requirementsKentucky workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Kentucky.
State requirementsLouisiana workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Louisiana.
State requirementsMaine workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Maine.
State requirementsMaryland workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Maryland.
State requirementsMassachusetts workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Massachusetts.
State requirementsMichigan workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Michigan.
State requirementsMinnesota workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Minnesota.
State requirementsMississippi workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Mississippi.
State requirementsMissouri workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Missouri.
State requirementsMontana workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Montana.
State requirementsNebraska workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Nebraska.
State requirementsNevada workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Nevada.
State requirementsNew Hampshire workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for New Hampshire.
State requirementsNew Jersey workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for New Jersey.
State requirementsNew Mexico workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for New Mexico.
State requirementsNew York workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for New York.
State requirementsNorth Carolina workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for North Carolina.
State requirementsNorth Dakota workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for North Dakota.
State requirementsOhio workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Ohio.
State requirementsOklahoma workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Oklahoma.
State requirementsOregon workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Oregon.
State requirementsPennsylvania workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Pennsylvania.
State requirementsRhode Island workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Rhode Island.
State requirementsSouth Carolina workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for South Carolina.
State requirementsSouth Dakota workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for South Dakota.
State requirementsTennessee workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Tennessee.
State requirementsTexas workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Texas.
State requirementsUtah workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Utah.
State requirementsVermont workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Vermont.
State requirementsVirginia workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Virginia.
State requirementsWashington workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Washington.
State requirementsWest Virginia workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for West Virginia.
State requirementsWisconsin workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Wisconsin.
State requirementsWyoming workers’ comp requirements
Workers’ compensation requirements, official agency links and subcontractor documentation for Wyoming.
Software comparisonsmyCOI Alternative: Certy vs myCOI (illumend) Compared
Looking for a myCOI alternative? Compare Certy and myCOI (now illumend) on pricing, setup, AI review, vendor experience and integrations — with an honest take on who each fits.
Software comparisonsTrustLayer Alternative: Certy vs TrustLayer Compared
Comparing TrustLayer alternatives? See how Certy and TrustLayer differ on pricing, free plan limits, AI review, integrations and who each one is built for.
Software comparisonsJones Alternative: Certy vs Jones COI Tracking Compared
Looking for a Jones alternative for COI tracking? Compare Certy and Jones on pricing, AI and human review, managed services, integrations and fit for small teams.
Software comparisonsBCS Alternative: Certy vs bcs COI Tracking Compared
Comparing bcs alternatives? See Certy vs bcs (Business Credentialing Services) on per-vendor pricing, free plan, AI review, full-service options and integrations.
Software comparisonsBCS vs CertFocus for COI and pollution endorsement review
Compare documented review workflows and the pollution endorsement questions to test in a demonstration.
Software comparisonsBest COI tracking software
Compare COI tracking options, review workflows and pricing models.