Free browser-based template builder

COI Agent Request Builder

Organize a client’s certificate and endorsement requirements into one clear email for your insurance agent or broker.

No submission to usThe information you enter stays in this browser. Nothing is uploaded or saved by COI Workbench.

Use written requirements. This tool drafts a request; it does not determine coverage, order an endorsement, contact an agent, or guarantee that a requested term is available.

Identify the request

Use exact legal names from the current contract or instruction.

Your business’s exact legal name * Project or client reference * Certificate holder legal name * Requested delivery deadline Certificate holder address Agent or broker name Project location or identifier

Select requested coverage lines

Select only items present in the written requirement.

Select policy and document questions

The agent decides whether the policy supports each request.

Non-confidential notes

I reviewed the client’s current written insurance requirements and will attach or securely provide them to the agent.

What this builder intentionally does not do

No document analysis

It cannot read your contract, certificate, policy, or endorsement.

No coverage decision

Only appropriate insurance professionals can address policy questions.

No automatic sending

You control the draft, attachments, recipient, and secure delivery method.

Read: How to request a COI · Certificate holder vs. additional insured · Tool disclaimer

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