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Chapter 11

Certificates of Insurance (COIs)

How to issue COIs, what to include, and the full broker contact list for COI requests.

11.1

What is a COI?

A Certificate of Insurance (COI) is a document that proves a carrier has active insurance coverage. Brokers, shippers, and factoring companies require COIs before they will work with a carrier. As an agent, you will frequently be asked to issue COIs on behalf of your clients.
11.2

How to Issue a COI

1

Log in to the carrier portal (Progressive, Geico, or Cover Whale) using the agency credentials.

2

Navigate to the client's active policy.

3

Find the 'Certificate of Insurance' or 'COI' section and click 'Issue New Certificate'.

4

Enter the certificate holder's name and address exactly as provided by the broker.

5

Select the correct coverage types to display (Auto Liability, Cargo, etc.).

6

Download the PDF and email it directly to the broker's COI email address.

7

Save a copy of the COI in the client's CRM record.

11.3

Broker COI Contact List

When a broker requests a COI, send it to the address and email below. Last updated January 14, 2026.

RTS Financial

9300 Metcalf Ave, Overland Park, KS 66212

Registry Monitoring Insurance Services, Inc. (RMIS)

2261 Market Street, PMB 85402, San Francisco, CA 94114

GREEN LOGISTICS LLC

121 Frog Hollow RD, Churchville, PA 18966

Krosland Logistics LLC

140 Littleton Road Suite 105, Parsippany, NJ 07054

Pathfinders Transportation, Inc.

537 Diamond Branch Rd, Johnsonville, SC 29555

Integrity Express Logistics

4420 Cooper Road Suite 400, Cincinnati, OH 45242

GENERAL TRANSPORTATION, INC

P.O. Box 1580, Van Buren, AR 72957

Descartes MyCarrierPortal

543 Country Club Dr, Unit B338, Simi Valley, CA 93065

Highway App, Inc.

5931 Greenville Ave, Unit #5620, Dallas, TX 75206

11.4

Quick Reference

BrokerPrimary Email
RTS Financial[email protected]
Registry Monitoring Insurance Services, Inc. (RMIS)[email protected]
GREEN LOGISTICS LLC[email protected]
Krosland Logistics LLC[email protected]
Pathfinders Transportation, Inc.[email protected]
Integrity Express Logistics[email protected]
GENERAL TRANSPORTATION, INC[email protected]
Descartes MyCarrierPortal[email protected]
Highway App, Inc.[email protected]