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For insurance agents

COI requests you can actually act on.

One of your clients uses CertRanger to send their certificate requests. Every one arrives with the exact details spelled out — so you can issue it right the first time.

No login
No portal
No account to create
CertRanger
For your client
Summit Plumbing
What to issue
Action needed
Certificate holder
Ridgeline Construction LLC · Portland, OR
Additional insured
Ridgeline Construction LLC, its officers, and employees
General Liability
$1M / $2M agg
Coverage period
2026-01-01 → 12-31
Upload the COI here
or just reply to the email with it attached
The vague request

No more guessing what they need.

Most cert requests show up as a vague email: "my new contractor needs a COI." So go back and forth with your client to get the details. And they go back and forth with their contractor. If everything isn't perfect, you do it all again. CertRanger hands you what's needed up front.

A typical request
Subject: cert
"Hey — I have a new contractor that needs a COI. Can you send one over? Thanks"
No holder, no additional insured, no limits, no wording.
Issue it, it bounces, reissue it. Twice the work.
What's in a CertRanger request

Everything, up front.

Every request spells out exactly what the certificate must show — in the terms you already work in.

What to issue · Summit Plumbing
Named insured
Summit Plumbing
Certificate holder
Ridgeline Construction LLC · 4820 SW Macadam Ave, Suite 210, Portland, OR 97239
Additional insured
Ridgeline Construction LLC
A blanket endorsement is accepted — they need not be named on it.
Required wording
Ridgeline Construction LLC, its officers, and employees
Coverage period
2026-01-01 through 2026-12-31
General Liability
$1,000,000 each occurrence / $2,000,000 aggregate
Endorse: additional insured, primary & non-contributory
Workers' Compensation
Statutory + employers liability, waiver of subrogation
The named insured, holder & additional insured

Spelled out, with the exact wording to use.

The coverages, limits, and dates required

Every line, with the minimums and the exact period.

Whether a blanket endorsement is accepted

So you know exactly how to endorse it.

The policy number, when we already know it

One less thing to look up before you issue.

Sending it back

Two ways. Neither needs an account.

We check it against the requirements and notify your client automatically — so there's no back-and-forth.

Upload on the request page

Drop the certificate right where the spec is — no login, nothing to learn. We take it from there.

Reply to the email

Prefer email? Just reply to the request with the certificate attached. It routes into CertRanger automatically.

The request you don't dread.

A clear request, a place to drop the file, and you're done. CertRanger makes the certificate part faster for everyone — your client, their general contractor, and you.

No signup — there's nothing to sign up for.