AI Endorsement Request Checklist

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: ________________

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.

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.

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.