Templates for subcontractor insurance
Files to download and use as they are. Each one comes with a page on what is in it and how to fill it in.
XLSX · CSV
COI tracking spreadsheet template (free Excel)
An Excel workbook for whoever tracks subcontractor certificates of insurance in a general contractor's office: one row per subcontractor, with each policy's limits and expiration date. It opens in Google Sheets too, and there is no form in front of the download.
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Certificate of insurance request email templates
Five emails to copy and fill in when you collect certificates of insurance from subcontractors: a first request, a shortfall notice, a renewal reminder, a payment hold notice and a note to the agent. They are plain text on this page, with nothing to download.
PDF
Sample insurance requirements for subcontractors
An example of what a general contractor might require of subcontractors, in three tiers of risk, with a blank worksheet to fill in with your broker. It is an example to review with a broker and a construction attorney in your state, not a recommendation.
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Certificate of insurance review checklist (PDF)
A one-page checklist to run on each certificate of insurance a subcontractor sends, before you approve them to start. It is for whoever reviews certificates in a general contractor's office: print one for each certificate and keep it with the file.
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Subcontractor onboarding checklist (free PDF)
A one-page list of what to hold before a new subcontractor starts on a project, with a place on each line for the date and your initials. Use one for each new subcontractor, from the day the subcontract is awarded.
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Premium audit preparation checklist (free PDF)
A one-page checklist for getting your subcontractor insurance records in order before a workers' compensation or general liability premium audit. Run it 60 days before your policy year ends, and again before the auditor arrives.
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COI request sheet for a subcontractor's insurance agent
The one page a subcontractor forwards to their insurance agent. You fill in who the certificate is for, the limits and endorsements your subcontract requires and where to send them, and send it with your first request.
Check every certificate against your own requirements, not a standard set.
WatchMyCover holds what your subcontracts require and measures each certificate against it, with the reason for every verdict. Or check one certificate now, free and with no account.