Certificate of insurance request template
Who needs a certificate, for whom, and by when.
The request a landlord, venue or contractor sends before work can start. The certificate holder gets a section of its own, the deadline is a date rather than a sentence, and the workflow separates "we need more from you" from "being prepared" so nobody chases a request that is waiting on them.
Free on every plan. Opens in the builder as an editable draft — nothing is published until you say so.
Used for insurance claims intake — Claims from policyholders and brokers, with calculated estimates, approvals and a trail that survives a dispute.
What’s in the form
10 fields — every one editable once the template is yours.
- Your name *
- Email *
- Named insured *
- Policy number, if known
- Holder name *
- Needed by *
- Holder address *
- Add the holder as additional insured? *
- What it is for
- Contract or insurance requirements
Included workflow
What happens after someone submits
A submission lands in the first state and moves through the rest — each move is a named, permissioned act, and every one of these states and moves is editable.
- Ask for information — Requested → Needs information
- Information received — Needs information → Requested
- Start preparing — Requested → Being prepared
- Mark issued — Being prepared → Issued
Questions
The certificate of insurance request template, answered
What picking this template does and does not commit you to.
Is the certificate of insurance request template free?
Yes — free on every plan. It opens in the builder as an editable draft in your own account, and nothing is published until you choose to publish it.
Can I change the fields in the certificate of insurance request template?
All of them. The template is an ordinary draft form: add, remove or reword any of its 10 fields, then publish when it reads right.
What does the included workflow do?
A submission lands in “Requested” and moves through the included states — Requested, Needs information, Being prepared, Issued. Every state and move is editable before you publish.
How do people fill it in?
Publish the form and share its public link — submitters need no account and are never a paid seat. Rotate the link at any time to revoke it.
More templates
Each one opens the same way: an editable draft in your own account, free on any plan.
Make the certificate of insurance request form yours
One click loads it into the builder as a draft in your own account — edit anything, then publish a public link when it reads right.
No card required.