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.