Skip to main content

COI Request Log

Contractor Insurance Request Log

Track every insurance request, gap, waiver, and written approval.

Log Template

Date Received Customer / Contractor Project Requested Coverage / Clause Requested Limit / Wording TDC Current Coverage Gap? Waiver / Exception Granted? Written Approval Location COI Sent Date Internal Owner Next Action

Logging Instructions

  • Create one row for each customer, contractor, or project insurance request.
  • Attach or link the contract insurance exhibit, COI request email, broker response, issued COI, and any written exception.
  • Mark a gap only as resolved when either the broker confirms coverage or the customer confirms written acceptance of the current coverage.

No comments to display

Back to top