Free vendor submission tool

Vendor Insurance Evidence Checklist Builder

Create a project-specific inventory for certificates, endorsements, review checks, and delivery evidence before you submit or resubmit a package.

Browser-only checklistNo document upload, account, policy number, or server submission. CSV files are created locally.
Evidence organizer, not a compliance decision. Select only items called for by the current written requirement. A status does not verify coverage, policy terms, or reviewer acceptance.
1

Identify the submission

Use enough detail to distinguish the job, but do not enter policy numbers or confidential personal data.

2

Select and classify the evidence

Include only relevant rows. “Need confirmation” keeps an unresolved requirement visible.

IncludeEvidence or review itemTypeStatus
Current written insurance requirement
Requirement source
Contracting legal name matches named insured
Identity check
Certificate holder name and address
Identity check
COI for every required policy line
Certificate
Coverage limits checked field by field
Certificate review
Policy dates checked against project dates
Certificate review
Additional insured — ongoing operations evidence
Endorsement
Additional insured — completed operations evidence
Endorsement
Primary and noncontributory evidence
Endorsement
General liability waiver of subrogation evidence
Endorsement
Workers’ compensation waiver evidence
Endorsement
Commercial auto evidence
Coverage evidence
Workers’ compensation / employer’s liability evidence
Coverage evidence
Umbrella or excess liability evidence
Coverage evidence
Professional liability evidence
Coverage evidence
Pollution liability evidence
Coverage evidence
Cyber liability evidence
Coverage evidence
Project-specific aggregate or other requested endorsement
Endorsement
Other requested attachment
Supporting document
Delivery or portal confirmation
Delivery

Close the package in three passes

1

Resolve

Assign missing and confirmation items to the client, agent, or internal owner.

2

Recheck

Verify names, dates, limits, and issued attachments as one package.

3

Deliver

Use the required channel and retain receipt or reviewer confirmation.

Read: COI vs. endorsement · Vendor checklist workflow · Corrected package workflow