Commercial clients require proof of insurance before you start.
In this article
Requirements
Limits.
Additional insured
Common.
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Speed
Same day.
Renewals
Send updates.
Agent
Responsive.
A closer look
Property managers often require certificates before issuing work orders. A slow agent can cost jobs.
Where to start
Ask your agent how fast they issue certificates.
An example
A company switched agents to get same-day certificates and won more commercial work.
Common mistakes
Slow requests, expired certificates and wrong limits.
What to track
Track requests and turnaround.
Questions to ask
Who requests certificates? How fast? Are limits enough?
Leadership sets the tone
Assign one person in the office to own certificates and track expiration dates. Commercial clients judge your professionalism by how quickly paperwork arrives.
Price every call so it pays.
We help service businesses set clear policies, book better jobs and turn more calls into profitable work.
Frequently asked questions
What is an additional insured?
A party added to your liability policy coverage for work you perform for them, often required by commercial clients and property managers.