Certificate of Insurance Delivery
Deliver a Certificate of Insurance to a client for use with a third party or certificate holder.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Delivers a Certificate of Insurance (COI) to a client or third party as proof of active coverage.
- COI delivery to client
- Proof of insurance sent
- Certificate for vendor or landlord
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Certificate of Insurance — Policy policy_number
certificate-of-insurance
Hi client_first_name,
Please find your Certificate of Insurance attached to this email. This document has been prepared as requested and is ready to submit to the certificate holder.
CERTIFICATE DETAILS
• Policy Number: policy_number
• Coverage Type: coverage_type
• Certificate Holder: certificate_holder
• Effective Date: effective_date
• Expiration Date: expiration_date
WHAT IS A CERTIFICATE OF INSURANCE?
A Certificate of Insurance (COI) is a document that provides evidence of your existing insurance coverage. It summarizes the key details of your policy — coverage types, limits, and the policy period — in a standardized format that third parties, landlords, clients, or event venues can use to confirm your coverage.
IMPORTANT NOTES
• A Certificate of Insurance is evidence of coverage only — it does not modify, extend, or alter your underlying policy
• If the requesting party requires specific additional insured language or endorsements beyond what's shown, please notify me before submitting so we can ensure the certificate is accurate
• Certificates expire when the underlying policy expires — if you need updated certificates in the future, please reach out and we'll prepare a new one
If the requesting party needs the certificate sent directly to them, let me know and I can handle that on your behalf. I'm reachable at me::phone.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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Helpful Resources
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