How to Generate a Certificate of Insurance on Coverdash
If you need a Certificate of Insurance (COI) from Coverdash, follow these simple steps:
Step 1: Access your Coverdash dashboard
To begin, go to coverdash.com in your web browser. Once you’re on the website, click on the “Login” button located at the top right corner. If you have forgotten your password, you can refer to our “Forgot Your Password” article for assistance.
Step 2: Navigate to the Certificates tab
After logging in successfully, you will be directed to your dashboard. On the left-hand side, you will see a menu. Click on the “Certificates” tab to proceed.
Step 3: Create a new certificate
Within the Certificates section, you will find a button labeled “New Certificate.” Click on this button to initiate the COI generation process.
Step 4: Get your COI now!
You have the option to get your COI instantly or submit a request for an agent to assist you. Click the green “Get your COI now ->” button to get the COI instantly. If you submit a request for an agent’s assistance, it can take up to two business days.
Step 5: Select an option to get proof of insurance or add a third party depending on your needs
If a third party is requesting to be listed as an additional insured, click "add a third party." If you just need proof of insurance, click "Get proof of insurance"
Step 6: Choose the policy (or select multiple policies) for which you’re obtaining the COI
Select the policy for which you require the COI. If you need the COI to fulfill an e-commerce requirement, you can select the “Marketplace” option as a template. This template will automatically populate the necessary information for you.
Step 7: Add third-party details (if applicable)
If you choose to add a third party, you will be prompted to add:
Third party’s name
Business address of the third party (optional)
Any specific language requested to be listed on the certificate (optional)
Step 8: Submit your request
After filling in all the necessary information, click on the “Submit” button to generate your COI. Coverdash will automatically generate the certificate for you.
Furthermore, after submitting your request, you can access your certificates in the Certificates tab on your dashboard. There, you will find the option to download a PDF copy of your COI. This PDF version can be saved for your records or shared with others as needed.
That’s it! You have successfully generated your Certificate of Insurance (COI) on Coverdash. If you have any further questions or need assistance, our support team is here to help.