Management of Certificates of Currency (CoC) and proof of insurance documentation. When clients require you to carry specific insurance (public liability, workers compensation, professional indemnity), we provide proof of coverage. We track requirements, obtain and distribute certificates, and ensure compliance.
The Challenge
A client asked for proof of insurance and you couldn't quickly find or obtain it
A certificate expired and you didn't realize—client relationship was damaged
You submitted an old certificate to a client—looked unprofessional
You're unsure what insurance clients actually require
Why It Matters
Clients often require proof of insurance. A client RFQ might ask: 'Provide Certificate of Currency for public liability with $10M limit.' If you don't have the right insurance or can't quickly produce proof, you lose the contract. CoC management is operational: ensure you have required insurance, provide certificates to clients, track expiry, and renew before expiration.
Certificates of Currency obtained and distributed quickly
Client insurance requirements tracked and met
Contract insurance requirements documented and verified
Compliance with client and contract requirements
Automatic certificate updates and distribution
No lost business due to missing insurance documentation
The Process
Client insurance requirements identified and documented
Required insurance confirmed in place and validated
Certificates of Currency obtained from insurers
Certificates provided to clients meeting their requirements
Renewal tracking to ensure certificates remain current
Automated distribution when policies renew
Best For
Service businesses and contractors bidding on contracts requiring proof of insurance
Growing companies needing to manage multiple client insurance requirements
Businesses in construction, consulting, or professional services where CoC is standard
Complementary Services
Proactive management of insurance renewals ensuring they happen on time, terms are negotiated competitively, and coverage remains appropriate for your business. We track renewal dates, obtain quotes from multiple insurers, and ensure continuity of coverage.
Complete review of your business insurance portfolio including public liability, professional indemnity, property, directors and officers, and cyber insurance. We identify coverage gaps, overlapping policies, and opportunities to reduce premiums while maintaining protection.
FAQ
CoC is proof that insurance is current and valid. Clients require it to confirm you're insured (for their own liability protection). A CoC is a one-page document from your insurer confirming policy details and status.
We identify what's missing and help you obtain it. Common requirements are public liability and professional indemnity. We arrange policies meeting client requirements.
Not necessarily. Large contracts and clients often require it. Small projects may not. We help you determine requirements and provide certificates where needed.
Can't find the answer you're looking for? Get in touch
We can help you implement certificate of currency management and start seeing results. Book a consultation to discuss your specific needs and explore how this service can transform your business.