Form preview

Get the free Certificate of Insurance Request

Get Form
This document is used to request a certificate of insurance from The Potter Group, Inc. It includes fields for the insured's information, requested coverages, and details about additional insured
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign certificate of insurance request

Edit
Edit your certificate of insurance request form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your certificate of insurance request form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit certificate of insurance request online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps below:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit certificate of insurance request. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out certificate of insurance request

Illustration

How to fill out Certificate of Insurance Request

01
Obtain the Certificate of Insurance Request form from the relevant organization or provider.
02
Fill in your name and contact information in the applicant section.
03
Specify the purpose of the request clearly.
04
Provide detailed information about the insured party, including their name, address, and type of coverage needed.
05
Indicate the desired coverage limits and any specific insurance requirements.
06
Include any additional information or documentation requested by the organization.
07
Review the form for accuracy and completeness.
08
Submit the completed form to the insurance provider or organization, following their submission guidelines.

Who needs Certificate of Insurance Request?

01
Individuals or businesses that require proof of insurance for contracts, leases, or partnerships.
02
Contractors needing to show insurance coverage to clients before starting work.
03
Event organizers who must provide insurance documentation to venues or sponsors.
04
Landlords requesting insurance verification from tenants.
05
Businesses engaging with vendors or service providers who require insurance confirmations.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
49 Votes

People Also Ask about

A Certificate of Insurance is a document issued by an insurance companies to provide evidence of insurance and information on specific insurance coverage.
Elements of a COI Producer/Agent name and address: the insurance Agent/Broker who issues certificates. Carrier names: name of the company that holds your insurance policy. They are responsible for paying when you file a covered claim. Policy type: the types of insurance required by the contract.
How to Get a Certificate of Insurance. If you are requesting a COI from a contractor or business, they should either be able to retrieve it from their insurance company or provide you with their insurance company's contact information, so you can ask for that proof to be sent to you directly.
From your insurance company: Most insurers have physical offices you can visit. Talk to a representative who can guide you through getting car insurance and provide your certificate.
The sample COI is intended as a guide and outlines the insurance requirements to be evidenced based on the corresponding agreement. Please submit the sample COI to your insurance agent or broker for review and issuance.
Insureds don't have the authority to issue their own certificates. The agent, under contract with the carrier, issues a COI on behalf of the insurer.
No. A COI has to be issued/signed by an authorized representative of the insurer. Altering any information on the COI is insurance fraud.
Certificates of insurance are completely free, so you can provide proof of insurance at no cost to anyone who needs to see it. Just make sure your policy is active and you're up to date on your insurance cost payments.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

A Certificate of Insurance Request is a formal document submitted to an insurance provider to obtain proof of insurance coverage, detailing the types of coverage, limits, and parties insured.
Generally, businesses, contractors, vendors, or any organizations needing to demonstrate insurance coverage to clients, partners, or regulatory bodies are required to file a Certificate of Insurance Request.
To fill out a Certificate of Insurance Request, provide specific information including the name of the insured, address, type of insurance requested, coverage limits, effective dates, and any additional insured parties required.
The purpose of a Certificate of Insurance Request is to ensure that parties involved in a transaction or contract are adequately insured, minimizing risk and legal liabilities.
The information that must be reported on a Certificate of Insurance Request includes the name and address of the insured, insurance company details, policy numbers, types of coverage provided, coverage limits, and the date of issuance.
Fill out your certificate of insurance request online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.