Fundamentals of Finance

By iisa999 | October 3, 2019 | Last updated on January 29, 2025
1 min read

In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this webinar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations and suggestions for controlling errors and omission exposures.  The facilitator  will provide suggestions for eliminating the use of certificates of insurance as much as possible and educating clients to harmonize the service relationship when it comes to paperwork.

Event Details:

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