AXIS INSURANCE SERVICES, LLC: Request an Insurance Certificate
You can now request Certificates of Insurance whenever it is convenient for you, 24/7. Just fill in the information below and hit send. You will receive the certificate on the next business day.
For rush requests (same day), please call your account manager or broker at Axis or call (201) 847-9175 and enter their extension or press 0 for the operator.
Have Questions? See our FAQ section below or call us.
FAQs (Frequently Asked Questions)
- How are certificates delivered? We use email to deliver certificates to you. If you would like us to CC the email to another recipient just include email(s) in the additional information box.
- Where do I find the Holder’s name and address?
- You can usually find the company name & address under the senders name in their email signature or in the letterhead of attached documents.
- Go to the holders Website and view the “Contact Us” page for name & address.
- A phone number where you can call the person who sent you the request.
- Can agency codes or reference numbers be shown on a certificate? Yes. Type the codes or numbers into the additional information box above.
- Can an individual agent’s name be shown on certificate? As long as the person is your employee or otherwise covered under the policy we can list them by name on the certificate. The individuals name will appear in the special description or notes section of the certificate. There will be a statement saying the individual is an Insured for covered Professional Services, while working on behalf of and at the direction of the Named Insured.
- Can I request a whole batch of certificates at one time? If you have multiple requests you can send those directly to your account manager. Be sure to include a name and address for each certificate holder. If you need a large batch (more than 15 certificates) lists in Word or Excel or CSV formats are preferred to scans or PDFs.
- Can Axis send us a blank or “Proof of Insurance” certificate? Acord * form certificates are proof of insurance for others. All certificates must be issued to a 3rd party (the Holder) showing their name & address. A Certificate that is blank in the holder space or states only “proof of insurance” or “Insureds Copy” does not meet this guideline.We realize you may prefer to simply send out copies of their declarations page as proof of insurance to third parties and we strive to deliver each policy as quickly as possible. Please keep in mind that customizing policy endorsements and complying with state surplus lines regulations can slow delivery times. For this reason we provide all our insureds with a binder, as proof of insurance for your records and certificates are available, even while the policy is being prepared.
- What is a certificate of insurance? A certificate of insurance is a currently dated document from your broker (Axis) to a third party (the holder) confirming that the insurance policy listed on the certificate is currently in-force.For some types of insurance, such as general liability or crime, a certificate can also acknowledge specific coverage or rights for the Holder. See FAQs below on Additional Insured Status, Waiver of Subrogation and Loss Payee status.
- What information is shown on a certificate? Certificates start with the basic information listed below. Additional information can be added to as needed as long as the coverage is present in the policy that the certificate represents.
- Your company name and address
- The name and address of the Holder who requested proof of insurance
- The producer name and address
- The name, phone and email address of the person issuing the certificate
- The certificates’ date of issuance
- The type of insurance
- The name of the insurance carrier and their NAIC code
- The policy number
- The policy limits
- The policy deductible or retention
- The policy effective and expiration date
- The names of additional covered persons or entities
- A description field with additional information relevant to the coverage such as covered Professional Services, agency Codes, sub-limits of coverage
- What is the difference between a certificate and my declarations page? A certificate is designed for the recipient (Holder). It is a standardized form that allows the recipient to quickly see that insurance is currently in-force and that the coverage meets their requirements. The certificate also includes the producer phone number and email so the recipient can contact us to verify information.A declarations page is designed to have information relevant to you, the insured. The information and how it is organized on the page varies from one carrier to another. The declarations page shows a detailed summary of the policy including the premium amount and other information you may not want to disclose to other companies you do business with. The declarations page is only issued once at the beginning of the policy term.
- What is Additional Insured status? If you receive a contract that requires Additional Insured status on the certificate please contact us.
In E&O and management liability policies, additional insured status is usually reserved for persons or companies who are your business partners in providing a service. Professional liability pays for the defense of the insureds that are listed on the policy (who provided services) when there is a claim made by a 3rd party (who received the services). E&O policies typically have a clause stating that no insured can file a claim against another insured since it would have to defend both parties in the claim. If the 3rd party were listed as an additional insured and then wanted to file a claim the policy would not respond.
- What is a certificate of insurance: A certificate of insurance is a currently dated document from your broker (Axis) to a third party (the holder) confirming that the insurance policy listed on the certificate is currently in-force.For some types of insurance, such as general liability or crime, a certificate can also acknowledge specific coverage or rights for the Holder. See FAQs below on Additional Insured Status, Waiver of Subrogation and Loss Payee status.
- What is a Loss Payee? In the event that the property is damaged, the Loss Payee is designated as the person/company who should receive payment for the loss of that item. For example, if you have temporary custody of another person’s property, such as a copier you lease, the owner of the property may ask to be listed as a Loss Payee on your General liability or Crime policy.
- What is a Waver of Subrogation? After an insurance carrier pays a claim on behalf of their insured, the carrier may decide to sue the party they believe to be originally responsible for the loss. In an attempt to minimize exposure to lawsuits many large companies, municipal entities, universities etc. will request that vendors they work with to obtain waiver of subrogation on insurance policies for them. This means the insurance company would waive the right to sue to the company or municipality even if their actions originally caused the loss. On professional liability policies, insurance carriers are reluctant to provide a waiver of subrogation and may charge an additional premium for it. Please contact us if you receive a contract with this request.