Partner Guide · Compliance

How to get an E&O certificate naming someone

Individual partners and teams are covered by RaiderX’s E&O policy, and the certificate of insurance (COI) is yours to download whenever someone asks for proof. When the party needs to be named on the certificate as an additional insured, you request that from the same place and our broker has it issued.

WhereMy Documents → E&O Policy COI
WhoIndividual partners and team agents (LLC and PMC partners ask their own carrier)
WhenWhenever a brokerage, title company, landlord or property manager asks for proof of E&O

The four steps

  1. 1

    Download the standard certificate first

    Open My Documents. The E&O Policy COI card has Download E&O COI — that is the certificate for RaiderX’s policy, and it is all most parties need.

  2. 2

    If they must be named, request it

    Tap Request a COI naming someone on the same card. Enter their name and mailing address exactly as they gave them to you — they print on the certificate as typed — plus what it’s for and a needed-by date if there is one.

  3. 3

    Wait for the broker

    The request goes straight to our broker’s queue. You’ll see it under the card as Requested, and you can cancel it there if the party no longer needs it.

  4. 4

    Download it when it’s ready

    You get an email, an in-app notice and a push the moment the certificate is uploaded. It appears under the E&O card as Ready — download it there any time; it stays there.

What happens next

Requested

Our broker has the carrier issue a certificate naming the party.

Ready

The certificate is on My Documents under your E&O card, and you’ve been told.

Not issued

If it can’t be issued, the broker’s note says why — send a corrected request.

Good to know

LLC and PMC partners

Your entity carries its own E&O policy, so certificates come from your own carrier. The request button isn’t shown to you.

Copy the name exactly

The certificate prints the name and address as you typed them. If something changes, cancel the request and send a new one.

Give a needed-by date when there is one

The broker has to have the carrier issue the certificate, so a closing or move-in date on the request helps it land in time.

Quick answers

Does it cost anything?
No. E&O is included for individual partners and teams at no cost to the agent, and the certificate is part of that.
Can I send the standard certificate instead?
Usually — download it from the same card. Only ask for a named certificate when the party says they must be listed as an additional insured.

Ready when you are

Sign in and the platform walks you through it. Stuck on a step? Ask ConsoleX from your dashboard — it knows this process end to end — or browse all 19 partner guides.

Sign in · My Documents

Checked against the platform on October 6, 2026.