Glossary / Vendor requirements / Certificate Holder

Certificate Holder

Vendor requirements

The party named on a COI as the recipient of proof of insurance.

The certificate holder is the entity (usually a vendor or client) that receives your COI. Being listed as a certificate holder typically means they will receive notice of policy cancellation (when that provision is requested on the COI), but it does not grant them coverage under your policy.

Where you'll see it

COIVendor contract

Why it matters for your business

  • Vendors require being listed as certificate holder to verify your coverage.
  • Certificate holder ≠ additional insured—they're different levels of protection.
  • Getting the entity name and address right matters for compliance.

People also ask

Is a certificate holder the same as an additional insured?

No. A certificate holder simply receives proof that you have insurance. An additional insured is actually added to your policy via endorsement and receives coverage for claims arising from your operations. Certificate holder status provides no coverage.

How do I add a certificate holder to my policy?

You don't add a certificate holder to the policy itself—you request that your broker issue a COI naming that party as the certificate holder. Provide the client's exact legal name and address, and the broker generates the certificate, usually the same day. If the client also needs coverage (not just proof), they must be added as an additional insured via endorsement, which is a separate step.

Does a certificate holder get notified if my policy is cancelled?

Only if the policy includes a notice-of-cancellation provision covering certificate holders. A standard COI alone does not guarantee notice—current ACORD 25 forms state notice "will be delivered in accordance with the policy provisions." To guarantee a certificate holder receives cancellation notice, a specific endorsement must be added to the policy.

Ready to take the next step?

Definitions are educational and may be modified by your specific policy language, endorsements, and state rules. For regulatory guidance, refer to the California Department of Insurance or the NAIC.

Reviewed by Andrei Craciunescu, CA Licensed Insurance Broker #4467994

Last updated: July 2026.