Provide proof of insurance when clients or contracts require it, quickly and accurately.
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.
A Certificate of Currency is a document from an insurer confirming that a policy is active and valid, often requested by clients and contracts as proof of cover; managing them means tracking each client's requirements, obtaining the certificates and keeping them current. It’s one function of Insurance within your Operations Hub , part of a connected back office.
Common problems we solve
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
Here's what you receive
Requirements tracking
Each client's insurance requirements identified and documented so you know exactly what proof is needed.
Cover validation
Confirmation that the required insurance is actually in place before certificates are issued.
Certificate sourcing
Certificates of Currency obtained from your insurers and provided to clients to meet their requirements.
Expiry tracking
Renewal dates tracked so certificates never lapse and out-of-date documents aren't sent by mistake.
Automatic distribution
Updated certificates distributed automatically when policies renew.
How it works
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
How certificate of currency management works
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
Who this service is ideal 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
Related services to explore
Renewal Management
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.
Insurance Portfolio Review
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.
Frequently asked questions
The short answers are here. For anything else, ask below or get in touch.
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.
Ready to get started with certificate of currency management?
We can help you implement certificate of currency management and start seeing results. Talk to an advisor about your specific needs and how this service would fit your business.