What to request from the broker

What the message has to include

Include the vendor's name, the property or event, the certificate holder the contract requires, the missing form, and any limit that is short. One gap, one sentence. If two forms are missing, two sentences. Do not threaten to remove the vendor, and do not hide the ask in an attachment.

A message you can send

Hello, we are missing pages for Harborstone's sample vendor file, which is sample data and not a customer. Vendor: Northline Janitorial. Property: Parkside Commons. Certificate holder required: Parkside Owner LLC and Parkside Manager LLC. CG 20 37 is not in the packet. The general liability each-occurrence limit on the certificate is $500,000 and the requirement is $1,000,000. Please send CG 20 37 and a certificate that shows the required limit. The upload link on the vendor file accepts the PDF without a DueFiles account.

Replace the sample names with the names on your contract before you send it. Keep Harborstone labeled as a sample if you are clicking through the product tour. Do not present it as a review of a real customer.

What not to send

Do not send only 'additional insured is wrong.' That can mean the holder, CG 20 10, CG 20 37, CG 20 26, or a waiver. Do not send only 'please see attached.' The broker already sent an attachment. Say which page is still absent. The checkbox note explains why the box is not the page.

What the reviewer still confirms

When the pages come back, the reviewer matches them to the requirement. An unreadable scan is an error. Uncertain fields stay visible. DueFiles lists the missing form on the vendor upload page so the broker sees the request that matches the requirement.