Free Printable COI Request Log - Certificate of Insurance PDF

A COI request log for holders, projects, and sent status

A certificate of insurance request log helps agencies track client requests, certificate holders, project details, required wording, sent dates, and follow-up.

Requirements gives account managers room to note additional insured wording, waiver requests, project numbers, contract requirements, or carrier review needs.

Use this printable as a workflow aid only. Confirm coverage, endorsements, certificate wording, and issuance authority with carrier and agency procedures.

Practical setup tips

Before printing the COI Request Log, decide what one row represents and how often the page will be reviewed. That keeps the sheet from becoming a catch-all notes page and makes the finished record easier to compare with similar pages in the same binder or workflow.

• Client should be filled in consistently so the sheet remains useful after the first day of use.
• Holder should be filled in consistently so the sheet remains useful after the first day of use.
• Project / job should be filled in consistently so the sheet remains useful after the first day of use.
• Requirements should be filled in consistently so the sheet remains useful after the first day of use.
• Sent should be filled in consistently so the sheet remains useful after the first day of use.
• Follow-up should be filled in consistently so the sheet remains useful after the first day of use.

If the printable is part of a formal, financial, medical, legal, or compliance workflow, use it as a planning and note-taking aid alongside the official system or professional guidance that applies to your situation.