What are they and when do we issue them?

Learn about the appropriate use of certificates of insurance

This seminar will discuss the appropriate use of certificates of insurance, elaborate on when to use them and describe how to communicate effectively with certificate requesters, clients and underwriters. During the session we will discuss current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, how to achieve greater efficiency and minimize paperwork, how to manage customer expectations and suggestions for controlling errors and omissions exposures. We will also discuss 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. CE Hours: 2 Technical QUESTIONS? Contact GTAseminars@insuranceinstitute.ca