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Your customer asks by email, or through a request form we set up for you. It comes back filled, one tap from signed and sent.

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Re: COI request

Inbox
DW
Dana Whitfield<dana@harborviewtile.example>8:14 AM (2 hours ago)

to me

Hi Robin,

Here's another request from the GC. Could you please help me out. Thank you!

···
1 minute later
BI
Brightline Insurance Group<certs@brightline.example>

to Dana Whitfield

Hi Dana,

Attached is the certificate for Ironline Contracting, issued to Summit Ridge Construction, showing both job sites.

If anything needs to change, reply here and we'll reissue it.

ACORD-25-Ironline-Summit-Ridge.pdfPDF · 94 KB
Reply Forward

Every value, traced to its box.

Nothing is typed twice. Nothing is invented.

  1. 1Named insured“for Ironline Contracting”
  2. 2Policy number + termfrom the bound policy on file
  3. 3Coverage limitsfrom the bound policy on file
  4. 4Description of operations“additional insured … job site”
  5. 5Certificate holder“Summit Ridge Construction”
The completed ACORD 25, with each filled field marked

Try it on your own wording.

The real reader, running live.

Re: COI request

Inbox
DW
Dana Whitfield<dana@harborviewtile.example>8:14 AM (2 hours ago)

to me

Hi Robin,

Here's another request from the GC. Could you please help me out. Thank you!

Reply Forward

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