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COIs
Strengthen your review and tracking processes
General
GCs
- How do I send a COI request?
- How do I edit contacts on an existing COI request?
- How do I request additional policies to an existing COI request?
- How do I review submitted COIs?
- Can I edit a COI request to a subcontractor after sending it?
- How do I delete a COI request?
- Why doesn't my COI request email take me to the request when I click on the link?
- How do I add insurance requirements to my COI request?
- How do I upload COIs on behalf of my subs?
- What is Scope Completed status?
- How do I upload a COI from a new carrier when the existing COI is still Active?
- What is the difference between comments and notes?
- How do I keep track of endorsement numbers?
- How can I manage OCIPs in Constrafor?
- How do I create a blanket policy COI request?
- How to use Copilot
- How do I apply a blanket COI to an existing COI request?
- What is the Insurance Analyst's Workload tracker report (COI Log)?
- How to set up a project for COIs
- What data fields on my COI details page are viewable by my subcontractors?
Subcontractors
- Where do I upload COIs or renewals?
- How do I request a waiver for an insurance policy?
- The Submit button doesn't work after submitting my renewal document.
- Can I upload a COI for a project without receiving a request from my GC?
- How do I add my insurance broker?
- My insurance broker left the company. Can I add someone else?
- What are Insurance Requirements?