COI Request Email Template
A copy-and-send request that gives your agent the legal entity, project, limits, dates, and endorsement wording needed to prepare accurate evidence.
Download
Use the file in your normal workflow.
Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.
Who this is built for
Any small business asked to provide a certificate of insurance.
How to use it
- Replace every bracketed field.
- Attach the client or venue insurance clause instead of paraphrasing it.
- Ask the insurer to confirm endorsements separately when required.
What the template captures
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
More free tools
Build a reusable insurance admin system
Pair this document with the other contract, renewal, incident, equipment, and cyber worksheets.
See all templates