Certificates of Insurance - Webinar - (EST)

Virtual - At your Computer

ON [Map]
Date and Time: March 04, 2021 1 pm - 4:15 pm (EST)


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 underwriters.

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 omissions exposures.

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.

Seminar Leader
Melanie Needham,FCIP, CRM


CE hours: 3 ON/AB/MB

- 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 written notice.
Fees noted below do not include hst.

If you have any questions or for assistance with registration, please contact us:conestogamail@insuranceinstitute.ca


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

Fee Description Amount
CIP Graduate Early Bird (Until Feb 17 ) $105.00
IIO Member Early Bird (Until Feb 17) $110.00