This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
The allegations, with paragraph numbers, especially those describing the other party's work or conduct.
The endorsement text with form number and edition date. If you only have a certificate, say so here.
The contract's indemnity, defense, and insurance-procurement clauses, quoted with section numbers.
The law governing the contract and the underlying suit, if they differ.
The carrier and claim or policy number, plus the contracting party you are also putting on notice.
Your client, their role in the project or relationship, and their own coverage posture.
Watch for these throughout
A certificate of insurance grants nothing. Tenders built on a COI rather than the endorsement get denied, and the denial is usually right. Demand the endorsement and the policy.
Post-2004 ISO additional-insured forms respond only to injury caused in whole or in part by the named insured's acts or omissions. A complaint that pleads only against your client may not trigger the endorsement. Check the allegations before you rely on them.
Ongoing-operations and completed-operations endorsements are different forms. If the loss occurred after the other party finished its work, an ongoing-operations endorsement will not respond.
Anti-indemnity statutes in many states void or limit indemnity for the indemnitee's own negligence, particularly in construction. Confirm the statute in the governing state before demanding a full defense.
This letter is discoverable in the underlying case. Do not characterize the facts in a way the plaintiff can quote against your client.