Certificate of Insurance Request — Update / setup form (auth-only) for Insurance. Standalone version — a hosted mini landing page (an embeddable twin is also available).

Tell us who needs evidence of your coverage and what they require, and we’ll issue the certificate. This is a service request — names, emails, and references only.

What it collects (by section):

• Who needs the certificate — Certificate holder(s) (name & email) [long text]; Recurring or one-time? [choice: Yes / No / Possibly later].
• What they require — Coverage line(s) to evidence [multi-select: Auto (personal) / Homeowners / Renters / Umbrella (personal) / Life / …]; Required liability limit (if specified) [dropdown: $300k / $500k / $1M / $2M / $5M / …]; Additional Insureds Required [choice: Yes / No / Unsure]; Additional Insured Names [long text]; Waiver of Subrogation Needed [dropdown: No / Yes - blanket / Yes - specific parties / Unsure].
• Contract context — Contract requires AI/COI? [choice: Yes / No / Unsure]; Project / job location (if applicable) [long text].
• Timing & notes — Date needed by [date]; Insurance Notes (client-specific) [long text].

Required: Certificate holder(s) (name & email) (kept low-friction).

Form type: Update / setup (up), auth-only. Niche: Insurance. Deployment: standalone.

Best for / surface when: Insurance client workflow — certificate of insurance request.