IISA -Managing the Madness – Certificates of Insurance and Interim Insurance Documents

This seminar will discuss the appropriate and inappropriate use of certificates of insurance, elaborate on when to use them and when to use other types of documentation, and describe how to communicate effectively with the certificate requester, clients and underwriters.

In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other interim and ancillary insurance documents, the seminar 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.