How do I get a Certificate of Insurance?

 

The Certificate of Insurance is a document that proves your cover is in place once you’ve purchased a policy. It’s also known as a Certificate of Currency. Banks and finance companies often ask for one when you apply for a mortgage or loan or when you are wanting to draw on the loan.

If you are yet to purchase the home or only looking to make an offer, you would alternatively obtain a “Letter of Intent” rather than a Certificate of Insurance.

Get your Certificate

Certificates are available at anytime once you have purchased cover through initio.  You can download your certificate directly from your dashboard login. Click the Bank Certificate option on the relevant policy details. A certificate will open which you can save.

If you haven’t yet purchased your policy, please find more information here on how to get started.

Need to change your Certificate?

If you need to change the Interested Party (loan provider) or the Insured Name on the policy, select the “Change” option on the right side-menu of the relevant policy. You can then update the policy and we’ll automatically send you an updated Certificate to your email.