Templates for the next insurance request.
Customize request emails, prepare a document review or start tracking policy renewals. Each template includes instructions and an example.
20 resources
COI Tracking Spreadsheet: Excel and Google Sheets Template
Download a policy-level COI tracker with review dates, renewal tracking and separate documentation decisions.
Emails and checklistsCertificate of Insurance Request Email Template
Copy a vendor COI request with the correct holder details, insurance requirements and a clear document deadline.
Emails and checklistsCOI Renewal Reminder Email Templates
Use 30-day, 14-day and urgent renewal emails that identify the specific expiring insurance policy.
Emails and checklistsCOI Deficiency Email: Missing Limits and Endorsements
Request corrections to an insurance submission with a requirement-by-requirement deficiency email.
Emails and checklistsVendor Insurance Noncompliance Notice Template
Document unresolved insurance requirements, responsible reviewers and the contract-based next step.
Emails and checklistsVendor Insurance Requirements Template
Create a vendor insurance schedule with scope, coverage evidence, endorsements and review responsibilities.
Emails and checklistsCOI Review Checklist
Review insured names, policy dates, limits and supporting endorsements with a practical COI checklist.
Emails and checklistsSubcontractor Onboarding Checklist
Coordinate subcontract agreements, licenses, insurance evidence and start authorization in one checklist.
Emails and checklistsSubcontractor Prequalification Form With Insurance Questions
Screen work scope, lower-tier subcontracting and insurance evidence before awarding a subcontract.
Emails and checklistsWaiver 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.
Emails and checklistsAdditional Insured Endorsement Request Email
Request the correct additional insured entities, operations and endorsement evidence from a vendor’s agent.
Emails and checklistsProperty Management Vendor Insurance Checklist
Review maintenance vendor insurance by property, work scope and required insured entities.
Emails and checklistsCommercial Tenant Insurance Requirements Checklist
Organize lease insurance evidence, tenant legal names, premises and renewal follow-up.
Emails and checklistsEvent Vendor Insurance Checklist
Collect event-specific vendor insurance evidence for dates, venue entities and higher-risk activities.
Emails and checklistsWorkers Comp Audit Subcontractor Documentation Worksheet
Prepare subcontractor payment, work-date and coverage evidence for a workers comp premium audit.
Emails and checklistsInsurance Exception Approval Form
Document an insurance requirement exception with scope, approver, expiry and follow-up.
Emails and checklistsMonthly Vendor Insurance Compliance Report Template
Report insurance review status, expiring policies and unresolved vendor issues without hiding unknowns.
Emails and checklistsCOI Record Retention Policy Template
Draft an insurance evidence retention process covering renewals, access, legal holds and secure deletion.
Emails and checklistsConstruction Project Insurance Closeout Checklist
Preserve project insurance evidence, completed operations documents and unresolved exceptions at closeout.
Emails and checklistsInsurance Broker Document Request Checklist
Send an organized broker request for COIs, endorsements, declarations and policy-specific clarification.