Help center · Sending
Certificates of insurance (COI)
Track and request COIs for each project.
Each project tracks whether a COI is needed, requested or not required. The colored dot on the Dashboard shows it.
To request one, open the project's Documents tab and use the COI request. It drafts an email to your insurance agent (from Company settings) with the project's COI requirements, and marks the COI as requested.
When the certificate arrives, upload it to the project's Documents so you can add it to pay app packages.
Still stuck?
Ask the help assistant in the app, or email support@payapphub.com.