Certificate of Insurance (COI)
Certificate of Insurance (COI)
Requesting Vendor Insurance Documentation
Topic
COI
Introduction
The COI serves as official proof that the vendor has a valid and current insurance policy in place. This protects the company from significant financial and legal liability if something goes wrong.
Systems and Permissions Needed
Desk
Flow Chart
Step-By-Step
Property requests COI
Create a ticket in Desk for the property using the email address provided by the requester
Reply to the email, adding accounting@luxerone.com, requesting the COI
Template/Snippet Name
Video
Editional Education for Property Teams
Example Calls/Tickets
Escalation Path
Transition the ticket to waiting on the internal team and select accounting.
Hold for 24 hours and follow up with accounting again if no response.
If accounting did respond, close the ticket with the issue types Accounting and COI