A COI request. Less searching and retyping.
Bring the certificate request and the policy documents. Relay prepares an editable draft with the insured, holder, policy details, and requested wording together for your review.
Illustrative example with fictional client details.
Start with the work on your desk.
A client needs a certificate for a property manager. The request names the holder and asks for specific wording. You have the policy documents, but the details still need to be brought together and checked.
What you bring
Original certificate request
Include the exact holder name and address, project or location details, and any requested wording.
Relevant policy documents
Use current policy information for the named insured, insurers, policy numbers, term, and limits.
Supporting endorsements
Include relevant endorsements when the request depends on wording or status beyond the basic policy details.
What you get back
An editable certificate draft
Review the supported details together on the form and correct them directly.
Questions to resolve before issuance
Ask for the gaps between the request and the supplied policy information so you can address them before moving forward.
A request you can use
Prepare a certificate of liability insurance draft from these policy documents and the attached request. Use the exact certificate-holder details. Identify any requested wording or status that the documents do not establish. Leave those items for my review. Do not issue or send the certificate.
Your review before the next step
- Verify the named insured, holder, policy numbers, dates, and limits.
- Check requested wording and additional-insured treatment against the actual policy and endorsements.
- Follow your agency's authorization, issuance, delivery, and recordkeeping process.
After the authorized review, complete issuance and delivery using your established workflow.
Review a certificate draftKnow what happens next.
Practical answers before you put this workflow to work.
Is this an issued certificate?
No. Relay prepares a draft. Your agency completes the authorization and issuance process before delivery.
Which certificate should I use?
Confirm the required document before you start. The certificate workflow includes property and liability draft templates, with availability checked for your workspace.
Can it infer additional-insured status from the request?
No. A request is not evidence that the policy supports the requested treatment. Bring the relevant endorsements and resolve anything the supplied documents do not establish.
Can I edit the holder or wording?
Yes. Edit the draft directly, then check the revised version against the original request and policy documents before you use it.
What if the request is incomplete?
Ask Relay to list the missing details, then confirm them with the appropriate person. The goal is a useful draft and a focused review, not filling every space with an assumption.
Keep the client work moving.
Your client is on the phone. The answer is in the file.
Ask about the documents in your task. Find the date, limit, or detail you need, then check the source before you answer.
Document preparationStop copying the file into the next file.
Pull the client details out of dec pages, applications, and supporting documents. Use the reviewed information for a quote, a form, or the next client question.
Client contextThe right documents. The right client. One task.
Keep the sources and instructions beside the work you are preparing. Spend less time finding the file again when a client question or follow-up comes in.
Your next step starts with one email.
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