Insurance Required by a Customer Contract
Send us the contract’s insurance clause, and your Spot team tells you what you already meet, what’s missing and what it takes to close the gap.
Upload the agreement or paste the insurance section. Include any exhibit, vendor manual or onboarding form it points to, because requirements often hide there.
General liability insurance
Juniper Consulting · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
Your Spot team compares each required coverage, limit and endorsement with what you carry and shows you the gaps before you agree to anything.
We work with your broker, or one we introduce, to quote missing coverage, raise limits or add the endorsements the customer asked for.
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SamJuniper Consulting
RileySpot
When the coverage is in place, generate the certificate in the Spot app for the customer’s legal entity and send it to their procurement team.
SamJuniper Consulting
Certificate of insurance
Juniper Consulting
Ready for your review
A new customer sent over their master services agreement, and the insurance section has to be met before you can sign.
Most customer contracts start here, for injury or property damage your business causes, especially if you work at their sites.
Get quotesIf the customer pays for your advice or services, the contract may ask for cover for claims that a mistake cost them money.
Get quotesSoftware, hosting and integration contracts often ask for tech E&O, and the policy has to describe each service you sell.
Get quotesA customer whose data you hold can require cover for breach response and claims after a security incident.
Get quotesWhen the contract’s limits are higher than your primary policies, an extra layer can sit above the policies listed underneath it.
Get quotesCustomers often ask for it, and your states’ rules may already require it if you have employees.
Get quotesThe section that lists coverages, limits and endorsements, plus any insurance exhibit or supplier requirements it refers to.
A plain description of the work, where it happens and whether you’ll use subcontractors. Insurers need it to see whether your policies fit.
Declarations pages and endorsements for every policy you carry, so the comparison works from real terms rather than a summary.
The entity that signs the contract and the person who collects certificates.
When you need to sign and when work starts, so your Spot team can tell you what can be done in that window.
Send us the contract’s insurance clause, and your Spot team tells you what you already meet, what’s missing and what it takes to close the gap.
Get StartedRead these before you choose a policy or an insurer.
