Free COI request email template for contractors
Asking a sub for a certificate of insurance (COI)? Fill in the names and tick the policies you want on it, and the email below writes itself. Copy it, or open it in your email app. Nothing you type is saved or sent anywhere, and no sign-up is needed.
Your email
- Subject
- Certificate of insurance request: [Subcontractor]
- Message
Hi there, Could you send us a current certificate of insurance (COI) for [Subcontractor]? Please make sure it shows: - General liability - Workers' compensation Please list [Your company] as the certificate holder. If it's easier, your insurance agent can send it to us directly. Thanks, [Your company]
When the certificate comes in
- Check that the company names and the policies on it match what you asked for.
- Note each policy's expiration date: the policies on one certificate can each run out on a different day.
- Keep the certificate where you can find it when a client asks for it.
What it costs
Every new ledger starts on the free plan, with no credit card needed. Pick a plan when you need more.
- FreeUp to 3 records and one reminder email 30 days before each record expires (for records that keep their 30-day reminder).$0
- SoloFor managing your own licenses, policies, and certifications.$15 a monthor $150 a year
- BusinessFor teams that manage licenses together.$29 a monthor $290 a year
The free plan holds 3 records and sends only one reminder email 30 days before each record expires (for records that keep their 30-day reminder), so the full reminder schedule about your subs' certificates takes Solo or Business.
Collecting certificates from several subs? How COI tracking works in LicenseLedger. Prefer a spreadsheet? Get the free tracking template.
Get emailed before a sub's certificate runs out
Keep each certificate with its expiration date in LicenseLedger, and get a reminder email in time to send this request again.
Start free