How do you obtain a certificate of insurance?


Editorial team Published on

You can obtain a Certificate of Insurance (COI) for free by logging into your provider's online portal or contacting your insurance agent directly. A COI is a one-page document summarizing your active business coverage, limits, and policy numbers.

📋 Steps to Get a Certificate of Insurance

  • Have Active Coverage: Confirm your business insurance policy is currently active and paid.
  • Log In Online: Access your insurance provider's customer portal or mobile app dashboard.
  • Gather Details: Collect the specific name, address, and project details of the certificate holder requesting proof.
  • Submit Request: Fill out the digital COI generation form or call your agent to request the document.
  • Download or Share: Save the PDF instantly or have your insurer email it directly to the requesting party.