Certificates of Insurance
Conestoga Chapter Office
515 Riverbend Drive, Unit 101, Kitchener, ON, N2K 3S3
Date and Time: October 22, 2019 1 pm - 4:15 pm
CLASSROOM | BUILDING
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
In addition to discussing current
case law regarding certificates of insurance, cover notes, binders and other
ancillary insurance documents, this seminar will focus on:
- how to achieve greater efficiency and minimize paperwork
how to manage customer expectations and suggestions for controlling errors and
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.
Melanie Needham,FCIP, CRM
The price of our half-day
seminars include afternoon refreshments.
CE hours: 3
- Prices below are for IIO Members
- Non-members and renewing members
please note that if applicable, the IIO membership
fee will be automatically added to your cart.
-No refunds, credit notes issued only with 48 hour
-Fees noted below do not include hst.
If you have any questions or for assistance with
registration, please contact us: firstname.lastname@example.org
Pricing for this seminar varies based on your membership. Prices exclude tax
IIO Member Standard fee