CoverSynx

Vendor COI Requirements Checklist (What to Verify Every Time)

6 min read

The exact items to check on every vendor certificate of insurance — limits, coverage types, and the endorsements people forget.

The checklist

Run every incoming certificate through these checks before you mark a vendor compliant:

  • Correct legal name of the insured vendor.
  • General liability meets your minimum (e.g., $1M / $2M).
  • Workers' compensation present where required.
  • Auto liability, if the vendor drives for the work.
  • You are listed as an additional insured.
  • Waiver of subrogation in force, if your contract requires it.
  • 'Primary and non-contributory' wording, if required.
  • Policy effective and expiration dates — not expired, and covering the work period.
  • Umbrella / excess limits, if needed to reach required totals.

Why the endorsements matter most

Limits are easy to read; endorsements are easy to miss. Additional insured, waiver of subrogation, and primary-and-non-contributory are the items that actually decide whether the vendor's policy protects you — and they're checkbox-level details that slip past a quick glance.

Stop tracking certificates in spreadsheets. CoverSynx collects, verifies, and auto-chases vendor COIs.

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