Free project-role organizer

COI Project Party Role Mapper

Separate each organization’s project role from how it is expected to appear in the certificate, endorsements, and delivery workflow.

Browser-only role mapNo contract, policy, address, policy number, account, or server submission. Use legal business names only.

Role organizer, not policy interpretation. A selected role records what the written requirement appears to request. It does not establish insured status, coverage, or legal identity.

Identify the project

Use a neutral reference and the exact legal name of the contractor submitting evidence.

Project or client reference *Contractor legal name *

I used the current written requirement and understand that this map does not determine legal identity, policy status, coverage, or compliance.

Project and evidence-role matrix

Your project party map

0Parties

0Certificate holders

0Requested additional insureds

0Need confirmation

Exact party	Project role	Evidence roles	Status	Next question

Copy-ready party and question brief

Keep evidence separate: a certificate-holder listing does not itself establish additional-insured status. Ask the agent which issued policy evidence applies.

Use the matrix in three passes

Client

Clarifies exact entities, evidence roles, lines, and deadlines.

Agent

Confirms what current policies and endorsements can support.

Contractor

Builds and delivers one controlled evidence package.

Read: Who should be additional insured? · Owner vs. general contractor · Multiple additional insureds