Managing the Madness - Certificates of Insurance and Interim Insurance Documents

Insurance Institute of Southern Alberta

1110, 833 4 Avenue SW, Calgary, AB [Map]
Date and Time: November 20, 2019 8:30 a.m. - 11:45 a.m. MST


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 analysis.

Registration:   8:15 a.m.
Presentation:  8:30 - 11:45 a.m. MST
1 x 15 minute break
Beverages and snacks are included

CE Credits:AIC Course # 47966, 3 CE hours General & Adjuster

Register for the afternoon session Additional Insured 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, 2019

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)