Certificate of Insurance Requirements: A Checklist for Contractors

2026-01-28 · COIFort Team · Keywords: coi requirements, certificate of insurance requirements, contractor insurance checklist

Before any contractor starts work, agree on the insurance requirements in writing. Here is the checklist we recommend — and the one we encode in COIFort requirement templates.

1. General liability: $1M per occurrence / $2M aggregate is the market standard. Raise it for high-risk scopes like roofing or excavation.

2. Auto liability: $1M combined single limit when the contractor drives on your site.

3. Workers compensation: required by state law in nearly every state; verify the certificate or a valid exemption.

4. Umbrella: $1M+ when the project value justifies it. Umbrella extends underlying limits — always check it on the certificate.

5. Additional insured: the clause that actually protects you. Without it, their policy pays them, not you.

Then the operational part: verify every certificate against this checklist, track expiration dates, and renew before lapse. That is exactly the loop COIFort automates.

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