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AI Endorsement Request Checklist

Build a clean request for the additional insured wording your contract requires.

AI Endorsement Request Checklist

Build a clean request for the additional insured wording your contract requires.

Checklist

Download request checklist

Available as PDF, DOCX.

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Endorsement request summary

Contractor requesting endorsement: ________________ Additional insured party to be added: ________________ Project, premises, or contract location: ________________ Requested form number or wording: ________________ Operations requirement: ________________ Primary and noncontributory wording: ________________ Waiver of subrogation requirement: ________________ Limits, completed-operations period, and special wording: ________________

Agent or carrier checks

Use this checklist before issuing the certificate or endorsement. [ ] Confirm the contract requires additional insured status, not only certificate-holder status. [ ] Confirm the party name and address match the contract. [ ] Confirm the endorsement matches the relationship: owner, lessee, contractor, landlord, public agency, lender, or other party. [ ] Confirm whether ongoing operations, completed operations, or both are required. [ ] Confirm whether the contract requests CG 20 10, CG 20 37, a specific edition date, or equivalent wording. [ ] Confirm whether primary and noncontributory wording is required. [ ] Confirm whether waiver of subrogation is separately required. [ ] Confirm whether umbrella or excess additional insured status is required, if the contract asks for it. [ ] Confirm the endorsement does not add limits; all insureds share the policy limits. [ ] Attach the endorsement or carrier-issued evidence showing the exact party, project, and wording.

GC request example

Use this format when the contract request comes from a general contractor. Additional insured party: General contractor and project owner named in the contract. Project/location: Project name and job address listed in the subcontract. Forms requested: CG 20 10 for ongoing operations and CG 20 37 for completed operations, or equivalent carrier forms if accepted by the contract. Primary wording: Required when the contract says coverage must be primary and noncontributory. Waiver: Required only if the contract separately requests waiver of subrogation. Limits/notes: Enter the contract limits, completed-operations period, and any exact wording the carrier must review.

Message to agent

Please review the contract insurance requirement and confirm whether our current commercial general liability policy can provide the additional insured endorsement requested below. If the exact form or edition is not available, please identify the closest available carrier form and any gap from the contract wording. Request details: ________________ ________________ ________________ ________________ ________________ ________________ ________________ Please send the endorsement copy or carrier-issued evidence, not just a certificate box, if the contract requires proof of the endorsement.

Next steps

  • Attach the contract insurance page when sending this request to your agent.
  • Ask whether the form applies to ongoing operations, completed operations, or both.
  • Confirm whether the certificate holder box is backed by an endorsement.
  • Save the issued endorsement with the contract file and certificate.

What this includes

Download formats

PDF, DOCX

Fields

Contractor info, AI party/address, Project/location, Form numbers, Operations needed, Primary wording, Waiver required, Limits and notes

Document sections

Endorsement request summary, Agent or carrier checks, GC request example, Message to agent

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