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How can a handyman get approved faster by property managers?

Direct answer: Speed approvals with property managers by sending your COI and W-9 before they ask, attached to your estimate email.

Practical steps

  • Send documents upfront: COI, W-9, and any license info in the first email.
  • Use consistent naming: File names like 'CompanyName_COI_2026.pdf'.
  • Keep a packet ready: One folder you can send in 30 seconds.

Next step: Build a 'PM packet' folder and attach it to the next bid you send.

Category: Insurance & Licensing

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  • Research Licensing Requirements