IDEAL Administrative

Insurance Certificates

How to request a Certificate of Insurance (COI) when a general contractor, property manager, or commercial customer needs proof of liability and worker's comp coverage.

Step One — Gather Required Information

Gather the information the customer needs to be listed on the COI.

Company nameMost common — the Certificate Holder
Mailing addressMost common — the Certificate Holder's address
Additional building addresses (notes area)Property Management and Development companies typically require every building they manage to be listed in the notes section

Step Two — Requesting Liability Certificate

Email our insurance agent and request the liability COI.

Email justin@linnaneins.comSubjectCertificate RequestBody“Can you please send me over a COI for this customer?” — then paste the information gathered in Step 1.
If Justin doesn't reply within a couple of hours (or you get a vacation auto-reply), email patrick@linnaneins.com with the same requestPatrick is Justin's backup at Linnane Insurance.

Step Three — Request Worker's Comp Certificate

Worker's Comp certificates are self-service through the eComp portal.

Open the Worker's Comp portal — secure.goecomp.com/report/dashboard.htmlGenerate the WC certificate using the listing info from Step 1.
If the login isn't saved in the browser, open BitWarden and search “Worker”The portal credentials are stored in BitWarden under that entry.
Once logged in, click Request A Certificate in the top menu
Verify the Policy Holder information (our company info)Should be pre-populated — you may need to type in our phone number: 978-777-9900.
Enter the customer's info under Requesting Party's InformationUse the listing details gathered in Step 1.
Paste any additional property addresses or requested verbiage into the Job Information Needed on Certificate boxThis is where the extra building addresses for Property Management / Development companies go, along with any special wording the customer asked for.
Check the Email box and enter your own email address so they send the PDF to youThe PDF typically arrives in your inbox within a couple of hours — you'll forward it to the customer in Step 4.

Step Four — Send Certificates to Customer

Wait for both certificate PDFs to land in your emailLiability from Linnane (Step 2) and Worker's Comp from the eComp portal (Step 3).
Draft an email to the customer and attach both PDFs