Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance agents. This course will introduce certificates of insurance and also discuss scenarios, the purpose of certificates, and the most common contract requirements regarding certificates.
Basic Course Information
Learning Objectives
Review a certificate of insurance scenario
Discuss the history of Insurance Certificates
Analyze common insurance requirements
Consider the pitfalls of reviewing contracts
Major Subjects
What is a certificate - what does it do and not do?
Is the coverage certified actually on the policy?
What's the difference between and indemnitee and an additional insured?
Should we send copies of certificates to our companies?
Ted Kinney is the owner/President of Kinney Training and Consulting, LLC. He is also the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents Association. He has been in the insurance business for over 45 years and has been an underwriter, field representative, and insurance agent. He has the CIC, CPCU, ARM, AU, AAM AAI AINS CPIA and CRIS designations.
State Specific Details
State Approval Information Details
KY - This course is approved for 1 hour of credit - # C22078
Basic Course Information
Designed For
Insurance producers and customer service representatives
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Total Reviews: 46
KY Specific alert - required on all classes
To receive CE credit, the participant must remain active and fully participate. All polling questions must be responded to. If a student is deemed inactive or not fully participating, CE credit will not be awarded.
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Additional Price
KY Specific alert - required on all classes
To receive CE credit, the participant must remain active and fully participate. All polling questions must be responded to. If a student is deemed inactive or not fully participating, CE credit will not be awarded.