Tree Service Contract Checklist

Business: ________________ Contract holder: ________________ Job or project: ________________ Contract date: ________________ Certificate due date: ________________

Use this page to mark the insurance requirements in the contract before you sign or send a certificate request. A certificate of insurance shows evidence of coverage, but it does not change the policy or add endorsement wording by itself.

• General liability limit requested: ________________
• The contract asks for additional insured status for the contract holder, owner, property manager, general contractor, municipality, or another party.
• The contract asks for additional insured wording for ongoing operations.
• The contract asks for additional insured wording for completed operations.
• The contract asks for primary and noncontributory wording.
• The contract asks for waiver of subrogation wording.
• The contract asks for umbrella or excess liability limits: ________________
• The contract asks for workers compensation evidence.
• The contract asks for commercial auto evidence for owned, hired, or non-owned vehicles.
• The contract asks for specific certificate wording, form numbers, or project owner wording.
• The contract asks for notice of cancellation wording or policy change wording.

• The insurance application or policy description matches the actual work, such as tree trimming, pruning, removal, stump grinding, storm cleanup, climbing, rigging, bucket truck work, or work near structures.
• The contract does not rely on a landscaping-only description if the job includes tree removal, climbing, rigging, or stump grinding.
• Subcontractors, day labor, or leased labor are addressed if they will be used on the job.
• The job involves work over houses, decks, fences, cars, neighboring property, roads, or occupied areas, and that exposure has been discussed with the agent or carrier.
• The contract holder name, project name, job location, and certificate holder details match the contract instructions.

Special notes from the contract: ________________

Subject: Contract insurance review for ________________

Please review the attached contract insurance section before we sign or promise certificate wording.

Business: ________________ Contract holder: ________________ Job or project: ________________ Contract date: ________________ Certificate due date: ________________

The contract appears to request the following items. Please confirm which requirements our current policies can support and whether any endorsements, policy changes, umbrella or excess limits, or additional premium apply before a certificate is issued.

General liability limit requested: ________________ Umbrella or excess limit requested: ________________ Special notes: ________________