COI WEEKLY REVIEW AND HANDOFF CHECKLIST
CertifiKit | Revised October 2, 2026
Companion workbook: https://certifikit.ai/blog/coi-tracking-spreadsheet-template

Review date: __________________  Reviewer: __________________
Warning period (days): ________  Next review date: ___________

[ ] Confirm the workbook review date and warning period.
[ ] Filter Expiry status: EXPIRED, EXPIRING, MISSING DATE, CHECK DATE.
[ ] Check Documents missing separately, including DATE CURRENT rows.
[ ] Give each unresolved policy row an owner and next follow-up date.
[ ] Confirm that the next owner can access the certificate file link.
[ ] When a replacement arrives, update that policy row and preserve the old
    document and review notes in your organization's approved storage.

COPY THIS HANDOFF BLOCK FOR EACH OPEN ITEM
Vendor / policy type: ________________________________________
Policy reference / tracker row: ______________________________
Recorded expiry date: ________________________________________
Open issue or missing evidence: ______________________________
Next action / question for the producer: _____________________
Owner: _______________________  Follow-up due: _______________
Document location (use approved access controls): _____________
Resolution / evidence received: ______________________________
Reviewed by / date: __________________________________________

FICTIONAL WORKED EXAMPLE -- NOT A REAL VENDOR OR POLICY
Review date: October 2, 2026. Warning period: 30 days.
Maple Demo Plumbing has two policy rows:
- General liability expires October 20: 18 days remain, so EXPIRING.
- Workers' compensation expires December 15: DATE CURRENT, but the
  evidence-review field says Documents missing.
Create two follow-ups. Ask for the general liability renewal and separately
resolve the missing workers' compensation evidence. Assign both to an owner,
with a follow-up date. Updating one policy does not close the other item.

DATE CURRENT only describes the entered date. It does not establish that
coverage is authentic, in force, adequate, or supported by endorsements.
This checklist does not send reminders or verify insurance coverage.
Decision support only: confirm requirements and interpretation with your
insurance professional. Do not publish completed checklists containing
private vendor or policy information.

You may copy and adapt this checklist for your team or clients. If sharing
it publicly, please link to the companion workbook page so readers can
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