Run Certificate of Insurance Issuance and Accuracy Checklist — Free

Request Intake and Certificate Purpose

Requesting party and certificate holder are identified

Certificate purpose matches the underlying transaction or contract critical (required)

Yes No N/A

Governing contract or request document is attached or referenced critical (required)

Requested certificate form or special wording is identified

Issuance date and reviewer are recorded

Any rush request or exception is documented

Yes No N/A

Policy and Coverage Verification

Named insured matches the active policy exactly critical (required)

Yes No N/A

Policy number is accurate and current critical (required)

Policy effective and expiration dates are current critical (required)

Yes No N/A

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

Policy limits shown on the certificate match the policy declarations critical (required)

Yes No N/A

Deductibles or self-insured retentions are accurately reflected if required

Yes No N/A

Endorsements and Contractual Requirements

Additional insured status is supported by an active endorsement critical (required)

Yes No N/A

Waiver of subrogation is supported by an active endorsement

Yes No N/A

Primary and noncontributory wording is supported by the policy or endorsement

Yes No N/A

Notice of cancellation language matches carrier form and applicable contract terms critical (required)

Yes No N/A

Any special wording requested by the holder is approved for use critical (required)

Yes No N/A

Certificate Data Accuracy

Certificate holder name and address are entered correctly

Yes No N/A

Producer, insurer, and contact information are accurate

Yes No N/A

Description of operations is accurate and does not overstate coverage critical (required)

Yes No N/A

Locations, project names, or covered operations are correctly stated

Any blanks, placeholders, or conflicting entries have been removed critical (required)

Yes No N/A

Final Review and Issuance Authorization

All critical items passed critical (required)

Yes No N/A

Certificate has been reviewed against source policy documents and contract requirements critical (required)

Yes No N/A

Reviewer approval is documented before issuance critical (required)

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Run: Certificate of Insurance Issuance and Accuracy Checklist

Request Intake and Certificate Purpose

Policy and Coverage Verification

Endorsements and Contractual Requirements

Certificate Data Accuracy

Final Review and Issuance Authorization

Get your results