Run Certificate of Insurance Issuance and Accuracy Checklist — Free

Request Intake and Certificate Purpose

Certificate request includes requester name, client name, and issue date critical (required)

Yes No N/A

Certificate holder name and mailing/email address are complete and legible critical (required)

Yes No N/A

Requested certificate purpose matches the underlying transaction or contract critical (required)

Yes No N/A

Any special wording, contract requirements, or holder instructions are documented

Yes No N/A

Issuance is authorized by the appropriate account team or supervisor

Yes No N/A

Policy and Named Insured Verification

Named insured on the certificate exactly matches the policy declarations critical (required)

Yes No N/A

Policy number is correct for each line of coverage shown critical (required)

Yes No N/A

Policy effective and expiration dates on the certificate match the current policy term critical (required)

Yes No N/A

Carrier name and NAIC or equivalent insurer identification are correct

Yes No N/A

Any renewal, cancellation, or replacement policy status is accurately reflected

Yes No N/A

Coverage, Limits, and Endorsement Accuracy

Coverage types listed on the certificate are supported by active policies critical (required)

Yes No N/A

Per-occurrence and aggregate limits shown on the certificate match policy limits critical (required)

Yes No N/A

Deductibles or self-insured retentions are accurately stated if disclosed

Yes No N/A

Additional insured, waiver of subrogation, and primary/noncontributory status are supported by endorsements critical (required)

Yes No N/A

Umbrella or excess coverage is listed only when actually in force and applicable

Yes No N/A

Certificate Wording and Holder Requirements

No unsupported statements, guarantees, or promises appear on the certificate critical (required)

Yes No N/A

Certificate holder requirements are limited to information supported by the policy and authorized forms critical (required)

Yes No N/A

Any contract-required notice language is verified against the policy and agency authority

Yes No N/A

Certificate form version used is the current approved form

Yes No N/A

Any manual edits or special wording were reviewed by a supervisor or compliance reviewer

Yes No N/A

Final Review, Evidence, and Sign-Off

Source documents reviewed include declarations pages, endorsements, and renewal evidence critical (required)

Note (optional)

No unresolved deficiencies remain before issuance critical (required)

Yes No N/A

Inspector name and signature critical (required)

Issue approval status critical (required)

Note (optional)

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Run: Certificate of Insurance Issuance and Accuracy Checklist

Request Intake and Certificate Purpose

Policy and Named Insured Verification

Coverage, Limits, and Endorsement Accuracy

Certificate Wording and Holder Requirements

Final Review, Evidence, and Sign-Off

Get your results