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.