How do I request a COI?

Sometimes certain projects require COIs. You'll learn step-by-step how to request them from your subcontractors using the instructions below.

1. Navigate to the Certificate Of Insurance module.
2. Click On Request COIs. 
3. Select the project, enter the trade partner company name(s) or email address(es), and the insurance requirements (required policies, certificate holders, etc...). 
4. Then click on Send requests to request from your trade partner to submit COI for the selected project.