Insured Identity
Full legal name, DBA (if any), and mailing address to match the policy declarations page and enable accurate carrier matching.
A structured questionnaire standardizes insurance verification, reduces back-and-forth with tenants and vendors, documents compliance with lease requirements, and helps identify coverage gaps that could create liability exposure.
Property managers, leasing agents, risk managers, insurance brokers, and tenants commonly exchange the Insurance Rental Questionnaire when initiating or renewing a lease or service agreement.
Responses serve underwriting checks, move-in approvals, vendor onboarding, and audit trails for insurance compliance across property portfolios.
Full legal name, DBA (if any), and mailing address to match the policy declarations page and enable accurate carrier matching.
Insurer name, NAIC code if known, and agent/broker contact information to allow direct verification with the issuing company.
Policy number, policy inception and expiration dates, and endorsement identifiers if applicable for automated validation.
Types of coverage and specific limits for each line (e.g., GL $1,000,000 per occurrence / $2,000,000 aggregate).
Required endorsements such as Additional Insured status, Waiver of Subrogation, and any insurer wording required by lease.
Legal name and mailing address of the certificate holder exactly as it should appear on the certificate of insurance.
| Field | Configuration |
|---|---|
| Required fields | Make insurer, policy number, dates mandatory |
| Authentication | Email plus optional SMS code |
| Reminders | Automated 3- and 7-day reminders |
| Integrations | Link to property management or document storage |
Confirm the eSignature and document platform supports secure uploads, audit trails, and required integrations before rolling out the questionnaire.
Issue questionnaire at lease offer or contract negotiation
7–14 days typical for broker-supplied certificates
Allow 2–5 business days for carrier checks
Permit move-in only after verified coverage
Send 30–60 days prior to expiration
Sender distributes form to tenant or vendor for completion.
Respondent attaches proof of insurance and submits answers.
Carrier check and endorsement confirmation finalized by reviewer.
Compliance recorded and document archived with audit trail.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties needed remote completion for rental paperwork to support mobile operations
A healthcare clinic required secure collection of vendor insurance proof and patient-related consents