Certificates of Insurance - Webinar (EST)

Webinar

ON [Map]
Date and Time: June 28, 2023 9:30 - 11:30 am (EST)

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.

  • The facilitator will also 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.

    Seminar Leader
    : Melanie Needham, FCIP, CRM
    President, MRD Consulting

    RIBO CE Hours: 2 Technical

    In order to be eligible for Continuing Education hours, you must be logged in for the duration of the entire webinar, attendance will be taken throughout (late arrival or early departure from session will result in no CE hours issued as per the provincial regulator.  For a webinar, this includes a transmission disruption due to unresolvable technical issues.  Partial hours cannot be issued)

    PLEASE NOTE:
    - Prices below are for IIO Members. Fees noted below do not include hst.
    - 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 for the entire duration of the session. Partial hours cannot be issued.


    LINK TO WEBINAR
    24 hours prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar. This link is unique to you and is tied to your name, it cannot be shared or used by others. This link must be used when you log in to the webinar so that your attendance can be tracked.

    COMPUTER REQUIREMENTS
    Our webinar platform for this session is Zoom.
    Please ensure your system meets the technical requirements to participate. You test your system using this link: https://zoom.us/test
    AUDIO: Headphones or speakers connected to your computer are required for this webinar.

    FOR GROUP RATES OF 3 OR MORE, or If you need assistance with registration, email us:gtaseminars@insuranceinstitute.ca

    Pricing

    Pricing for this seminar varies based on your membership. Prices exclude tax

    Fee Description Amount
    CIP Graduate Early Bird (Until June 16 ) $60.00
    IIO Member Early Bird (Until June 16) $62.00