Certificates of Insurance: Managing the Madness

Insurance Institute of Southern Alberta

1110, 833 4 Avenue SW, Calgary, AB [Map]
Date and Time: May 17, 2018 12:45 p.m. - 4 p.m.


Are you a commercial broker, underwriter, risk manager, office administrator or anyone who deals with certificates of insurance? If so, plan to attend this seminar. You will learn how and when to use certificates of insurance and understand common misconceptions and misuses of temporary documents. 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 omissions 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.

Karen MacWilliam, BA, FCIP, CRM, is a consultant and educator with 30 years experience, focusing on risk management and insurance analysis.

Registration 12:30 p.m.
Presentation 12:45 p.m. - 4:00 p.m.
Light snacks & beverages will be provided

Register for the morning seminar "Additional Insureds " too and lunch is on us!

Register by April 25, 2018 to take advantage of our Early Bird pricing. Pricing fees increase by $25 April 26, 2018.

Seminar registration deadline May 10, 2018

CE Credits 3 hours General & Adjuster AIC Course # 47966
Please be aware that tardy arrival or early departure to/from the seminar will preclude IISA from issuing a CE certificate for this seminar

Cancellation: Sorry, no refunds issued, with the exception of an incomplete session as a result of unresolvable technical difficulties. Substitution of another person is acceptable - please notify us of such changes so CE records can be adjusted appropriately. IISA reserves the right to cancel this seminar due to unforeseen extenuating circumstances - in such an event, all fees will be refunded.

PRICES BELOW ARE BEFORE TAX. (For on-line registrants, please ensure you are being charged the correct price as shown below)