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Client and Market Technologies

Memorandum of Insurance / Online Certificate Requests

Smart Ways To Manage Requests For Evidence Of Coverage


The Challenge:

  • Do you have frequent demands for evidence of coverage that could be satisfied without issuance of a certificate?
  • Are your requests often urgent, with a need to support critical business?
  • Do you have standard process to ensure that your coverage and policies are reflected in the certificates you issue?

The Solution: Memorandum of Insurance (MOI)

Memorandum of Insurance is a simple way to provide online evidence of coverage to vendors, suppliers, customers, and other third parties, avoiding the administrative effort and obligations of certificates.


  • A generic snapshot of current coverage with no obligations to amend coverage or provide notice of cancellation to the viewer.
  • An easily-shared URL ensuring each viewer understands and accepts the terms of viewing.
  • Simplified risk management and administration requirements.

The Solution: Online Certificate Requests

The Marsh Portal provides a central online access point to intake certificate requests that ensures a comprehensive, accurate, and swift production of a certificate, all in accordance with your policies of record.


  • A standardized process for 24/7 entry of requests and a comprehensive form that handles a wide range of coverages and scenarios.
  • A dedicated service unit with your insurance policy information and certificate issuance procedures on file.
  • Regular requests are handled within 24 hours. Urgent/rush requests are processed within one hour between 7 a.m. to 8 p.m. CST, Monday through Friday.