Managing the Madness - Certificates of Insurance and Other Interim Documents

Insurance Institute of Northern Alberta

204-10109-106 Street, Edmonton, AB [Map]
Date and Time: May 16, 2018 1 p.m. - 4:15 p.m.

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.

Brokers: Learn how to use certificates of insurance and minimize the risks associated with their issuance.

Underwriters: Learn about the risks associated with the use of certificates of insurance and review current applicable case law.

Claims Adjusters: Learn about the risks associated with the use of certificates of insurance and review current applicable case law.

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

Registration 12:45 p.m.
Presentation 1 p.m. - 4:15 p.m.
Light snacks & beverages will be provided

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

CE Credits 3 hours General & Adjuster AIC Course # 43926
Please be aware that tardy arrival or early departure to/from the seminar will preclude IINA 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. IINA 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)


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

Fee Description Amount
Graduate $95.00
Member $105.00
Non-Members (+$90 membership applied at check out) $105.00