# COI Request Email Template

> Educational template. A certificate should reflect the policy; it does not create coverage or endorsements.

**Subject:** Certificate of Insurance request — [CLIENT / VENUE] — [PROJECT / DATE]

Hi [AGENT / BROKER NAME],

Please prepare evidence of insurance for the project below. I have attached the client/venue insurance requirements so you can compare the request with the actual policy and endorsements.

## Project details
- **Our legal business name:** [LEGAL NAME]
- **DBA, if applicable:** [DBA]
- **Client / venue legal name:** [EXACT LEGAL ENTITY]
- **Project / event:** [PROJECT NAME]
- **Work location:** [ADDRESS]
- **Work dates:** [START–END]
- **Certificate delivery email / portal:** [EMAIL OR URL]

## Requirements from the contract
- **General liability limit:** [AMOUNT / NOT STATED]
- **Aggregate:** [AMOUNT / NOT STATED]
- **Additional insured requested?** [YES / NO]
- **Ongoing operations?** [YES / NO / NOT STATED]
- **Completed operations?** [YES / NO / NOT STATED]
- **Primary and noncontributory wording?** [YES / NO]
- **Waiver of subrogation?** [YES / NO; WHICH POLICY]
- **Commercial auto requirement:** [DETAILS]
- **Workers’ compensation requirement:** [DETAILS]
- **Professional liability / E&O:** [DETAILS]
- **Cyber:** [DETAILS]
- **Other wording:** [PASTE EXACT WORDING]

Could you please confirm:
1. Which requirements the current policies already satisfy.
2. Which items require an endorsement or policy change.
3. Which requested items cannot be provided exactly as written.
4. Any additional premium or underwriting information needed.
5. The actual endorsement(s) supporting additional-insured / primary-noncontributory / waiver wording, if applicable.

Please do not add wording to the certificate that is not supported by the policy. If the client’s requested language cannot be provided, let me know the insurer-supported wording so I can resolve it with the client before work begins.

Thank you,

[NAME]  
[BUSINESS]  
[PHONE]  
[EMAIL]