PROJECT INSURANCE GUIDANCE
Understand your project's insurance requirements.
If a project asks for insurance you may not have, identify the requirement, gather the relevant paperwork, and discuss next steps with your licensed agent or broker.
Educational information only. Policy & Proof does not sell, recommend, or bind insurance.
1. IDENTIFY
ON POLICY & PROOF
Choose the situation that best matches your need.
2. PREPARE
ON POLICY & PROOF
Learn what information to gather before contacting your insurance professional.
3. DISCUSS
WITH YOUR AGENT OR BROKER
Review the requirements and potential options with your licensed insurance professional.
Steps 1–2 take place on Policy & Proof. Step 3 is a conversation with your licensed insurance agent or broker.
START WITH YOUR SITUATION
What do you need help with?
Choose the situation that comes closest to what brought you here.
01 — UPCOMING PROJECT
I need coverage for an upcoming project
You need insurance in place before a project, contract, lease, or job can begin.
Review practical guidance ↓
02 — SPECIFIC REQUIREMENT
I need help meeting an insurance requirement
A contract or client requires specific insurance limits, endorsements, or other policy terms.
Review practical guidance ↓
03 — NOT SURE
I’m not sure what I need
You have an insurance request or requirement but are not sure which coverage or document it relates to.
Review practical guidance ↓
PRACTICAL GUIDANCE
Before exploring additional insurance
If a project requires coverage, limits, or endorsements you may not currently have, start by reviewing the requirements with your licensed insurance agent or broker.
Educational information only · Policy & Proof does not sell, recommend, or bind insurance coverage.
PRACTICAL NEXT STEP
Talk with your licensed insurance agent or broker
When to contact
A project asks for limits, coverage, or endorsements your current policies may not provide.
What to send
Share the full insurance requirements, relevant policy documents, and your project deadline.
What to ask
Ask which requirements your policies meet and what changes or options may be available.
About insurance options on Policy & Proof
Policy & Proof is an educational resource, not an insurance agency, broker, or carrier, and does not sell, recommend, issue, or bind insurance coverage. Insurance products, eligibility, pricing, availability, underwriting, and coverage decisions are determined by the licensed provider. Policy & Proof may receive compensation from certain insurance partners when visitors use links on this site.