Certificate of Insurance for Vendor Onboarding
When a new customer’s supplier portal asks for proof of insurance, generate the certificate in the Spot app, and your Spot team closes any gaps first.
Screenshot or paste the portal’s insurance requirements, or upload the supplier manual. Your Spot team checks them against your coverage.
General liability insurance
Juniper Consulting · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
If the customer wants a coverage you don’t carry, a higher limit or an endorsement, we work with your broker to get it before you upload.
Insurance documents
Certificate requestGeneral liability insurance
Coverage limits · Policy terms
Juniper Consulting
Create the certificate in the Spot app for the customer’s legal entity, and upload it to their portal.
SamJuniper Consulting
Certificate of insurance
Juniper Consulting
Ready for your review
Portals often chase new certificates as policies near expiry. Ask in Slack and we confirm your renewed policies are on file.
# spot-support
SamJuniper Consulting
RileySpot
The baseline most supplier portals list, for injury and property damage.
If you provide services, software or advice, cover for claims that your work cost the customer money.
If you’ll handle the customer’s data or connect to their systems.
For employees who work on the customer’s premises or drive for the job.
Often on general liability, with the customer’s entities named as their contract names them.
Adds the customer as an insured on your liability policy for claims arising from your work for them. The portal may reject a certificate that claims it without the endorsement.
If the customer’s terms ask for it, your insurer agrees not to pursue them to recover a claim payment. Your Spot team arranges it with your broker and insurer.
Choose the policies the portal asks to see from those in your Spot workspace.
Add the customer’s legal entity and address as certificate holder, exactly as the portal or contract shows them.
Upload the requirements or list them, including any wording the customer wants in the description.
Check that every required line and limit appears, then download the certificate to upload to the portal.
Portals match the certificate holder to the entity you contract with. A brand or parent company name can fail the check.
If the portal asks for cyber or E&O and you don’t carry it, the certificate can’t fix that. Get the coverage first.
When your policy renews, upload a new certificate, or payments and onboarding can stall.
Buy general liability with Spot: we prepare your submission, compare broker proposals on limits and terms, and get certificates and endorsements ready.
Explore coverageBuy professional liability (E&O) with Spot: a prepared submission, proposals compared on scheduled services, claims-made terms and defense, and certificates handled.
Explore coverageTech E&O with Spot for software, hosting and integration companies: every service described, contracts read against proposals, and certificates for customers.
Explore coverageBuy cyber insurance with Spot: we describe your systems and controls for insurers, compare response and liability limits, and check customer cyber clauses.
Explore coverageWorkers’ compensation with Spot: state requirements checked, payroll and job classifications described correctly, and broker proposals compared before you bind.
Explore coverageCommercial auto with Spot: one submission for your vehicles and drivers, and proposals compared on liability, vehicle damage, deductibles and who’s covered.
Explore coverageWhen a new customer’s supplier portal asks for proof of insurance, generate the certificate in the Spot app, and your Spot team closes any gaps first.
Read these before you choose a policy or an insurer.
