Certificate of insurance request form template

A certificate of insurance request form gives insurance administrators a structured way to collect complete COI request details from requestors in one submission. It captures coverage type, policy period, additional insured information, certificate holder details, and any required endorsements before the certificate is issued. Use this certificate of insurance request form to help your team process requests faster and with fewer follow-up emails.

An incomplete COI request delays every contract, vendor approval, or permit that depends on a valid certificate in hand. Requestors who submit COI requests through email rarely include all the necessary fields an administrator needs to issue the certificate the first time. A structured certificate of insurance form guides requestors through every required field, so complete submissions arrive, even from requestors unfamiliar with COI requirements.

Gather everything needed for accurate issuance:

• Certificate holder name, address, and contact information
• Type of coverage requested: general liability, professional liability, workers' compensation, etc.
• Policy effective and expiration dates
• Additional insured name and address, if required
• Any special endorsements or wording requirements

Yes. Conditional logic branches requests based on coverage type, and a Zapier connection routes each to the right administrator automatically. A general liability request routes to the processing team; an umbrella or professional liability request routes to a senior administrator for approval. This keeps requests from landing in a shared inbox with no clear owner.

Add a priority question at the start so requestors can flag certificates needed within 24 or 48 hours. Connect Typeform to Slack or email notifications so urgent requests trigger an immediate alert to the right administrator. Separating urgent from standard requests at intake prevents time-sensitive certificates from getting buried in the queue.