Construction Insurance Certificate Request Form

Streamline Your Construction Insurance Certificate Requests

Managing construction projects means juggling contractors, subcontractors, timelines—and mountains of paperwork. One of the most critical yet time-consuming tasks? Collecting certificates of insurance (COIs) that prove everyone on your job site has the right coverage in place.

Whether you're a general contractor coordinating multiple subs, a project manager ensuring compliance, or a construction company owner protecting your business, our Construction Insurance Certificate Request Form makes the entire process faster, clearer, and far less frustrating.

Why This Form Matters for Construction Professionals

Insurance certificates aren't just a formality—they're your first line of defense against liability, project delays, and costly disputes. This template helps you:

• Collect complete project and coverage details upfront so there's no back-and-forth chasing missing information
• Standardize requests across all subcontractors and vendors for consistent documentation
• Clearly specify liability limits, additional insureds, and bond requirements to avoid compliance issues
• Speed up project kickoffs by eliminating email chains and phone tag with insurance agents

Built specifically for the construction industry, this form covers everything from general liability and workers' compensation to auto insurance, umbrella policies, and performance bonds—all the coverage types you actually need documented before work begins.

How Paperform Makes Insurance Requests Professional and Efficient

With Paperform's document-style editor, you can customize this template to match your company's specific insurance requirements and branding. Add your logo, adjust coverage limits to reflect your contracts, and include conditional fields that only appear when certain project types or coverage levels are selected.

The form guides subcontractors and insurance agents through a clear, logical flow: project details first, then company information, followed by specific coverage requirements and bond specifications. No more incomplete submissions or confusion about what's actually needed.

Once submitted, responses flow directly into your project management workflow. Connect this form to Stepper (stepper.io) to automatically send follow-up reminders if certificates aren't received, log submissions in your project tracking system, or trigger notifications to your risk management team when new COIs arrive. You can also integrate with Google Sheets, Airtable, or your CRM to maintain a centralized database of all contractor insurance information.

Built for Contractors, Project Managers, and Construction Firms

This template is ideal for:

• General contractors managing multiple subcontractors across residential, commercial, or infrastructure projects
• Construction project managers responsible for vendor compliance and risk mitigation
• Subcontractors who need a professional way to submit their insurance information to GCs
• Construction company owners establishing standardized insurance verification processes
• Real estate developers requiring COIs from all contractors before breaking ground
• Facility managers overseeing renovation and maintenance projects

The form can be easily embedded on your contractor portal, shared via direct link, or sent through Stepper workflows as part of your subcontractor onboarding process.

Features That Save Time and Reduce Risk

• Conditional logic shows relevant fields based on project type, coverage needs, or subcontractor role
• File uploads for attaching current certificates, endorsements, and bond documents
• Clear instructions for insurance agents on exactly what endorsements and certificate holders to include
• Mobile-friendly design so agents and contractors can submit from the job site or office
• Automated confirmations acknowledge receipt and outline next steps

Paperform is SOC 2 Type II compliant with secure data handling, so sensitive business and insurance information stays protected. You'll never lose track of expiration dates or wonder whether a sub's coverage is current.

Automate What Comes Next with Stepper

After the certificate request is submitted, use Stepper to automate your insurance verification workflow:

• Send the request details directly to your insurance broker or risk management team
• Create tasks in your project management tool to follow up on missing documentation
• Set calendar reminders 30 days before policies expire so you can request renewals
• Route high-value projects or specialized coverage requirements to senior management for review
• Update your contractor database with the latest insurance information automatically

This eliminates manual data entry and ensures your team always has visibility into who's covered and who still needs to provide documentation.

Industry-Specific, Ready to Deploy

Construction moves fast, and insurance compliance shouldn't slow you down. This template gives you a professional, legally sound way to collect the insurance information you need—without legal jargon or confusing forms that lead to incomplete submissions.

Whether you're managing a small residential build or coordinating a multi-million dollar commercial development, having standardized insurance certificate requests in place protects your business, keeps projects on schedule, and demonstrates professionalism to clients and stakeholders.

Start using the Construction Insurance Certificate Request Form today and bring order to one of construction's most critical—but often chaotic—processes. With Paperform, you'll spend less time chasing paperwork and more time building.