Certificates of Insurance

Conestoga Chapter Office

515 Riverbend Drive, Unit 101, Kitchener, ON, N2K 3S3 [Carte]
Date and Time: octobre 22, 2019 1 pm - 4:15 pm

CLASSROOM  |  BUILDING  |  TECHNICAL

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
 

The price of our half-day seminars include afternoon refreshments.

CE hours: 3 (RIBO)


PLEASE NOTE:
- 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

Prix

Le prix de ce séminaire varie en fonction de votre adhésion. Les prix n'incluent pas les taxes

Description des frais Montant
IIO Member Early Bird (Deadline:October 7th) $110.00
CIP Graduate Early Bird (Until Oct 7th) $105.00