Template
COI request email templates for construction follow-up.
Copy and adapt these templates for requesting COIs, expiring certificates, missing packet documents, and corrected files. These templates are workflow examples, not legal or insurance advice.
Copyable templates
Initial COI request
Subject: COI and compliance documents request for [Project Name] Hi [Subcontractor Name], Please send your current compliance packet for [Project Name] by [Required Date]. Requested documents: [Required Documents] If any document is being renewed or corrected, please let me know the expected timing. Thank you, [Contact Name]
Expiring COI reminder
Subject: Updated COI needed for [Project Name] Hi [Subcontractor Name], Our records show that your COI for [Project Name] is expiring soon. Please send the renewed certificate by [Required Date] so we can keep your packet current. Requested documents: [Required Documents] Thank you, [Contact Name]
Missing document follow-up
Subject: Missing compliance documents for [Project Name] Hi [Subcontractor Name], We are still missing the following items for [Project Name]: [Required Documents] Please send them by [Required Date], or let me know if a document is not available yet. Thank you, [Contact Name]
Corrected document request
Subject: Corrected document needed for [Project Name] Hi [Subcontractor Name], Thank you for sending your compliance packet. We need a corrected version of the following document before the packet can be marked current: [Required Documents] Please send the corrected document by [Required Date]. If you need clarification, contact me and I can confirm what needs to be updated. Thank you, [Contact Name]
Use the template with a tracking workflow
A template helps with the request, but the next step is tracking dates, files, and follow-up. Read the construction COI tracking guide or learn how Site Level handles COI tracking.
Keep the packet current after the email is sent.
Site Level helps subs organize reusable packets and gives GCs a pilot workflow for tracking roster readiness.