Elite Tier Documentation Standards
The PROServer LIST™ Elite Status represents the highest level of professional accountability. Members must provide verified proof of these three standards to maintain Elite standing.
E&O Insurance
$50K MINIMUM
[ Learn More ]
What You Need
Professional Liability (E&O) Insurance
☐ Minimum $50,000 coverage
☐ Current/active policy
☐ Certificate of Insurance (COI)
What to Submit
Just your Certificate of Insurance (COI) showing:
☐ Your name
☐ Coverage amount ($50K+)
☐ Current dates
That's it. Upload the PDF or JPG you get from your insurance company.
Don't Have E&O Insurance?
Get a quote in 10 minutes:
Hiscox - hiscox.com (Process server specialists, ~$500/year)
Next Insurance - nextinsurance.com (Instant quotes, ~$400/year)
Your Agent - State Farm, Progressive, or local agent
Search for: "Professional Liability Insurance" or "E&O Insurance for Process Servers"
Quick FAQ
Q: I have general liability. Does that work?
A: No. You need E&O/Professional Liability (covers service errors), not general liability (covers accidents).
Q: What if mine expires mid-year?
A: Just email your new COI to [email protected] when it renews.
Q: Why do I need this?
A: High-volume law firms require it. Protects you if a service error causes problems. Shows you're a serious professional.
Questions? [email protected]
Background Check
WITHIN 12 MOS
[ Learn More ]
What You Need
Professional background check
☐ Completed within last 12 months
☐ FCRA-compliant provider
☐ Clear/pass results
What to Submit
Just your background check report showing:
☐ Your name
☐ Date completed (within 12 months)
☐ Provider name
☐ Clear/pass status
Privacy note: You can redact your SSN, address, and date of birth.
Quick FAQ
Q: I had one 2 years ago. Can I use that?
A: No. Must be within the last 12 months.
Q: Can I use my state licensing check?
A: Yes! If it's within 12 months, submit that.
Questions? [email protected]
GPS/Photo Proof
SOFTWARE/MANUAL
[ Learn More ]
What You Need
Proof you document service attempts with GPS/photos.
You can qualify with either:
- Process server software (ServeManager, ProofServe, etc.)
- Manual system (smartphone with GPS-enabled camera)
What to Submit
Choose one:
Option A: Software Users
Screenshot of your dashboard showing active account
Option B: Manual System
3 sample status updates to clients showing:
- Photos of service location/attempt
- GPS coordinates OR timestamp/address
- Different scenarios (successful, unsuccessful, substituted)
Privacy note: Redact names and addresses from samples.
Quick FAQ
Q: I take photos when I serve. Does that qualify?
A: Yes! Just submit 3 examples showing you do this consistently (not just occasionally).
Q: Do I need specific software?
A: No. Any GPS/photo system works - software or manual.
Q: What if GPS signal is poor in my area?
A: Photo documentation of the location is sufficient. GPS when available, photos always.
Q: What if someone refuses to be photographed?
A: Document the location (building, door, unit number) - not necessarily the person.
Questions? [email protected]
