| BUILDING | TECHNICAL
This seminar will discuss the appropriate and
inappropriate use of certificates of insurance, elaborate on when to use them
and when to use other types of documentation, and describe how to communicate
effectively with certificate requesters, clients and underwriters.
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
Registration: 8:15 a.m.
Presentation: 8:30 - 11:45 a.m. MST
1 x 15 minute
Beverages and snacks are included
CE Credits:AIC Course # 47966,
3 CE hours General & Adjuster
Register for the afternoon session Additional
and lunch is on us!
Register by October 30, 2019 to take advantage of
our Early Bird pricing and save $25.
Seminar registration deadline November 15,
Please be aware that tardy arrival or early
departure to/from the seminar will preclude IISA from issuing a CE certificate
for this seminar
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
PRICES BELOW ARE BEFORE TAX. (For on-line
registrants, please ensure you are being charged the correct price as shown
Pricing for this seminar varies based on your membership. Prices exclude tax
Graduates - Early Bird (deadline Oct 30)
Member - Early Bird (deadline Oct 30)
Non-Members (+$90 membership applied at check out)