Insurance Institute of Ontario- Certificates of Insurance

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. Learning Outcomes: discuss current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents how to achieve greater efficiency and minimize paperwork […]

April 4, 2023 | Last updated on September 10, 2024
1 min read

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.

Learning Outcomes:

discuss current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents
how to achieve greater efficiency and minimize paperwork
how to manage customer expectations and suggestions for controlling errors and omissions exposures.
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.
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
President, MRD Consulting

RIBO CE Hours: 2 Technical

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