Client Service > Certificates (COIs)

Certificates (COIs)

Create, track, and manage certificates of insurance. Fast for your team. Clear for your clients. Fully auditable.

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New Requests
11
+4 from last week
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Due Today
7
2 high priority
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Overdue
2
Action required
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Awaiting Approval
3
From carriers/underwriters
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Issued Today
18
+6 from yesterday
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Avg Turnaround
22 min
-40% from last month
Request โ†‘โ†“ClientCertificate HolderProject/JobRequired By โ†‘โ†“SLA โ†‘โ†“QC Status โ†‘โ†“Delivery Status โ†‘โ†“
COI-2026-0917-001
General Liability
Riverside
Trucking LLC
ABC Logistics Inc.Phoenix Terminal
Expansion
Sep 18, 20261 dayReviewingNot Sent
COI-2026-0917-002
Auto Liability
Pine Ridge
Transport
Walmart DistributionDC 7038Sep 17, 2026Due todayReady for QCNot Sent
COI-2026-0916-015
General Liability
Summit
Logistics Inc.
Turner ConstructionI-77 Bridge WorkSep 16, 2026OverdueEndorsement NeededNot Sent
COI-2026-0916-014
Motor Truck Cargo
Valley ExpressAmazonRoute CoverageSep 18, 20261 dayApprovedSent
COI-2026-0917-001
General Liability โ€ข Created Sep 17, 2026 at 9:12 AM
Details
Attachments (2)
Activity (4)
Certificate HolderEdit
ABC Logistics Inc.
123 Logistics Way
Phoenix, AZ 85001
Attn: Risk Management
Policy ValidationRefresh from AMS
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General Liability policy is active (eff. 01/01/2026 - 01/01/2027)
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Limits meet holder requirements ($1M / $2M)
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Additional Insured wording cannot be confirmed

Requires written carrier/policy confirmation

Requested wording cannot be confirmed.

Please obtain written confirmation from the carrier or policy.

Additional Insured: ABC Logistics Inc., its affiliates, officers, directors. Waiver of Subrogation.