Editable template · Word + PDF

Certificate of Insurance (COI) Request Letter

Buildings and property managers ask for a COI before they let you in, and a certificate with the wrong wording sends you back to the start. This checklist-style email gets your agent everything on the first try.

Tick list of what buildings usually ask for
Exact-wording reminder for the certificate holder
Never edit a certificate yourself — the template says why

What it looks like

The top of the real template. Your business name and contact details print as a letterhead above it.

Certificate of Insurance Request

Send this to your insurance agent or broker the day a building asks for a COI — not the day before the job. Most agents turn these around in one or two business days, and a COI with the wrong wording just sends you back to the start.

Check every box the building asked for against your actual policy. If they ask for something your policy doesn't include (additional insured status, a waiver of subrogation, a coverage limit higher than yours), the agent will tell you whether it can be added and what it costs. Never edit a certificate yourself.

To: [AGENT NAME], [AGENCY] From: [YOUR NAME], [BUSINESS NAME] — policy no. [POLICY NUMBER] Subject: COI request — [BUILDING NAME / ADDRESS] — needed by [DATE]

Hi [AGENT FIRST NAME],

Please issue a certificate of insurance for an upcoming job:

Certificate holder (exactly as written): [LEGAL NAME OF BUILDING OR MANAGEMENT COMPANY]

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