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What Is a Certificate of Insurance and When Is It Needed

Boardwalk Insurance Nov 05, 2024

A certificate is proof, not a policy change

A certificate of insurance summarizes key parts of a policy so a landlord, client, or project owner can confirm coverage is in place. It does not change your policy and it does not grant new rights on its own.

What a certificate typically shows

• Coverage types such as liability, auto, and property • Limits and deductibles where applicable • Policy effective dates • Named insured information • Certificate holder information

When you will be asked for one

• Before starting work for a client • When signing a lease for commercial space • When onboarding with a vendor or project owner • During tendering or contract renewal

Avoid common delays

• Provide the exact legal name and address for the certificate holder • Share contract insurance requirements early so wording can be confirmed • Request certificates before the deadline, especially for large projects

Talk to Boardwalk

If your business needs frequent certificates, we can set up a clean workflow so you are not chasing paperwork during bidding and onboarding.

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