If legible, complete the 4 COI checks listed below

IF DOESN’T MATCH:
- Use Kustomer shortcut: T&S_COI-No-Name-Match
  - Hello NAME, please update your COI to match your current legal name as listed on your government-issued identification card. Please contact your insurance provider and resend the COI once the document has been amended. Thank you.
If LLC as the policy holder
- Please use the Kustomer shortcut: T&S_COI-LLC-Question
  - “Hello NAME, please confirm your LLC status is active, current and registered only to you for the COI documentation.
    - If they answer YES- continue.
    - If they answer NO- tag TS.

IF NO POLICY NUMBER:
- Use Kustomer shortcut: T&S_COI-No-Policy-Number
  - Hello NAME, we noticed your COI does not include a policy number. Please contact your insurance provider and resend the COI once the document has been amended. Thank you.

Confirm the coverage limits meet Zeel's minimum requirements: At least $1 million per occurrence and $3 million aggregate coverage for MTs. More coverage than the $1/$3 is fine—you just never want the amount to be under the approved amount.

IF MINIMUM NOT MET:
- Use Kustomer shortcut: T&S_COI-Minimum-Not-Met
  - Hello NAME, please update your COI to match our minimum professional liability requirements of $1 million per occurrence and $ 3million aggregate. Please contact your insurance provider and resend the COI once the policy has been amended. Thank you.

IF EXPIRED:
- Use Kustomer shortcut: T&S_COI-Expired
  - Hello NAME, the COI you sent in is expired. Do you have an updated COI you can send in? Thank you.

Employee Training | Internal Processes