COI requests
Ask once. Collateral handles the rest.
Send a request in a few clicks. The person you hire gets a simple link, uploads their certificate from any phone, and never has to create an account.
- Free for up to 50
- No credit card
- They don't need an account
How it works
COI requests
- 1
Add who you're asking
A name and an email, typed in or imported from a spreadsheet.
- 2
They get one link
A short, friendly email with a link that opens straight to the upload. No password, no portal.
- 3
They upload or hand it off
They upload the certificate themselves, or forward the request to their insurance agent, who uploads from the same link.
COI requests
The details
No account required
The person you ask uploads from the link. Signing up is optional, never required.
Forward to their agent
One tap sends the request to their insurance agent. Reminders follow the agent until it's done.
Made for phones
Most people respond from a phone, so the whole flow works on one.
Upload on their behalf
Already have the certificate in your inbox? Upload it yourself and it's tracked the same way.
Import from a spreadsheet
Bring in everyone you work with from a CSV and request certificates in bulk.
Requests per project
Ask for the coverage a specific job, property or event needs, and keep each request separate.
Works well with
Everything it takes to keep certificates current.
Send your first request in minutes.
Free for up to 50 people and businesses. No credit card.