COI COI Check PASS / FAIL / NEEDS REVIEW Upload a COI

COI Checklists

Use role-specific Certificate of Insurance checklists for vendors, tenants, contractors, and subcontractors.

Upload a COI Read the guide

COI Checklists

Use role-specific Certificate of Insurance checklists for vendors, tenants, contractors, and subcontractors.

How to use this resource

  1. Choose the relevant guide, checklist, or template.
  2. Review the document-level requirements.
  3. Upload the vendor COI.
  4. Get a PASS / FAIL / NEEDS REVIEW report.
  5. Send a correction email if something is missing.

Disclaimer

These resources provide practical document-review information. They do not provide legal advice, insurance advice, or confirmation that coverage is active.

Guides in this section

COI Checklist for General Contractors

Use this practical COI checklist to review vendor certificates for dates, limits, Workers’ Comp, Auto, Additional Insured, Waiver of Subrogation, and common deficiencies.

COI Checklist for Property Managers

Use this practical COI checklist to review vendor certificates for dates, limits, Workers’ Comp, Auto, Additional Insured, Waiver of Subrogation, and common deficiencies.