Certificates of Insurance - Webinar - (ET)

Virtual - At your Computer

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Date and Time: March 01, 2023 9:00 am - 12:00 pm (ET)


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.

Learning Outcomes:

  • 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.
  • 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.



    Melanie Needham, FCIP, CRM President, MRD Consulting

    CE accreditation:

    3 Hours Technical

    Please Note:

  • Prices below are for IIO Members. Fees noted below do not include HST.
  • For Non-members and renewing members, the IIO Membership fee will be added to your cart.
  • Sorry, no refunds. Credit notes issued only with 48 hour written notice
  • In accordance with Provincial regulator's guidelines, in order to be eligible for CE hours, you must be logged in with for the entire duration of the session. Partial hours cannot be issued.
  • Connection details will be sent by email 24 hours in advance of the session. Please ensure that your contact information is updated in your member profile.


  • For group rates of 3 or more, or if you need assistance with registration, email us: conestogamail@insuranceinstitute.ca