How to upload a COI

Learn the step-by-step process for uploading a Certificate of Insurance (COI) to ensure compliance and coverage for your business operations.

Written By Wade Millward (Super Administrator)

Updated at October 7th, 2025

If you've been asked to upload a Certificate of Insurance (COI) and not sure how, you've come to the right place. 

This is an example of a COI

Workers Comp Certificate of Insurance Sample

Follow the instructions by first clicking on the link. The email that you will receive will look similar to the following: 

 

After clicking “View My Detailed COI” it will take you directly to your dedicated COI Upload page: 

 

Once you're on the upload page all you need to do is drag and drop your COI into the drag and drop area of the page. 

If you want to identify your unique issues, feel free to click the toggle “Only show non-compliant and expiring requirements”.  

What you'll see: 

  • Your entity name
  • Your location address (could be mailing, billing or physical)
  • Drag and Drop Upload Area
    • This is where you'll upload your COI with relevant franchisor information on it
  • An area to modify your location
    • If you have a physical location address add it here
    • This helps us monitor the location to ensure it's accurately on the policy