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PDF Checklist

COI Review Checklist

A field-tested checklist for reviewing any Certificate of Insurance against your contract requirements.

What this template helps with

Use it to standardize your review

  • Verify every ACORD 25 field is complete and accurate
  • Confirm Additional Insured, Waiver, and Primary & Non-Contributory endorsements
  • Catch expired, mis-dated, or under-limit policies before approval
  • Standardize how reviewers accept, reject, or escalate COIs
Coming Soon

The downloadable pdf checklist is on the way

We're finalizing this template. In the meantime, CoverageReady automates the same workflow end-to-end — no PDF required.

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