Worker Comp COI

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Objective: How to obtain a Certificate of Insurance


  1. Log into 


               b. Password: Insurance$$$$!2some text

                        i. Might need verification code (sent by text, email or call)

        2. Go to “Get a Certificate of insurance” to request a copy of the current policy - sent by email

       3. Go to “Access policy documents” for previous policies. Can be printed or downloaded.

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.