How to track insurance certificates (COI)

On the Agency plan, venue and client pages have an Insurance certificates card.

Mark who needs one

Tick They need a certificate of insurance and type what they ask for (who to name as additional insured, how much coverage). Click Save.

Add a certificate

1. Click + Add a certificate.
2. Pick whose policy it is (yours or an act's), and fill in the insurer, policy number, coverage, start and end dates, and when you sent it.
3. Add the certificate itself (a PDF or a photo) and click Add certificate.

Each one shows Good until (amber when it runs out within 30 days, red once it has). Open the certificate opens the file; Mark as sent records that you sent it.

Reminders

• 30 days before a certificate runs out, you get a task to get a new one.
• When a booked show at a venue that needs a certificate is three weeks away and no certificate covers that date, you get a task to send one. Adding a certificate closes it.

On the advance sheet

The venue's advance sheet shows the certificate on file, with a Download the certificate link. The advance sheet also asks the venue whether they need one.