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Certificates of Insurance – Emerging Issues and Other Stuff that May Scare You!

Total Credits: 3 including 3 CE Credit

Average Rating:
Commercial Lines |  Commercial Lines - Basic
Bill Wilson, CPCU, ARM, AIM, AAM
3 hours
Access for 90 day(s) after purchase.


Certificates of Insurance is a document that verifies your insuance and coverage limits with your insurance company's name for a stated period of time .At least 1 in every E&O case involves a COI issue, making COIs one of the most high-risk documents that pass between insureds, agents, insurors and thrird-parties.  Join us to review:

  • The format and the implications of Certificates of Insurance
  • E&O statistics and court cases involving the ineffective use of the Certificates of Insurance
  • The problem with Certificates of Insurance
  • How to implement solutions to the problem
  • Assess peripheral issues such as contractual risk transfer and additional insureds

Course Materials


Bill Wilson, CPCU, ARM, AIM, AAM Related seminars and products

About Bill Wilson C. Wilson, Jr., CPCU, ARM, AIM, AAM is the founder of He retired from the Independent Insurance Agents & Brokers of America in December 2016 where he served as Assoc. VP of Education and Research and was the founder and director of the Big “I” Virtual University for over 17 years.  He is the former Director of Education & Technical Affairs for the Insurors of Tennessee and, prior to that time, he was employed by Insurance Services Office, Inc.  He is a graduate of the Illinois Institute of Technology with a B.S. degree in Fire Protection & Safety Engineering.


Bill was a licensed insurance and surplus lines agent, and his professional affiliations have included past president of the Middle Tennessee Chapter of CPCU, member of the board of directors of the national CPCU society, PMLG of the Honorable Order of Blue Goose, International, member of the Independent Insurance Agents & Brokers of America (IIABA) National Education Committee, member of the Certified Insurance Service Representative (CISR) National Advisory Committee, member of the National Underwriter FC&S editorial board, member of the Society of Insurance Trainers and Educators (SITE) and its SITE Journal editorial committee, member of the National Writers Association, chairman of the Tennessee Insurance Commissioner’s Education Advisory Committee, member of the Middle Tennessee State University Insurance Liaison Committee, and member of the Nashville State Technical Institute’s Business Management Advisory Committee.


He has served as a trainer and speaker for various organizations, including the Independent Insurance Agents & Brokers of America and 43 of its state affiliates, the CPCU Society national convention and chapter programs, the National Association of Insurance Women (NAIW), the Southern Agents Conference (SAC), the Risk & Insurance Managers Society (RIMS), the International Risk Management Institute (IRMI), and the Society of Risk Management Consultants (SRMC).


Bill has conducted hundreds of technical seminars, workshops and convention presentations—from Hawaii to Maine and Alaska to Florida—as well as programs on time management, presentation and public speaking skills, seminar development, and many others.  He has been the top-rated presenter at several CPCU National Conventions and his programs are always highly rated by attendees. He has presented seminars or webinars to as many as 5,000 attendees in a single session.

He was the recipient of the IIABA L.P. McCord National Education Award for having the #1 ranked state insurance education program in America and has won six other national education awards, including the George M. Gottheimer Memorial Award which is presented periodically to a CPCU Society member who has made an outstanding contribution to the field of insurance education, risk management or insurance consulting and, most recently, the Jeff Yates Lifetime Achievement Award which is the IIABA’s highest honor for nonagents.


Bill has researched, developed, written, and published dozens of technical articles, manuals and CDs/audio tapes, and has authored articles in business and industry trade periodicals such as Presentations magazine, American Agent & Broker magazine, Independent Agent magazine, Tennessee Insuror magazine, Tennessee Business magazine, the CPCU Journal, CPCU Interest Group newsletters, and the SITE Journal.


He has been quoted as an expert in a number of mainstream publications, including Readers Digest, Kiplinger’s, and Money magazines and the Wall Street Journal, and he has been cited as an expert resource/interviewee for local television and radio media. He has also served as an expert witness in litigation.


According to Nashville NBC television affiliate WSMV, “Bill Wilson is an expert when it comes to insurance.”  Dr. William T. Hold, president of the Society of Certified Insurance Counselors in Austin, Texas has said that, “Bill Wilson is recognized by his peers as one of the premier insurance educators in America.” Bob Rusbuldt, CEO of the Independent Insurance Agents & Brokers of America says, “Bill Wilson is the nation’s foremost leading expert on form, coverage, and technical issues.”

Bill now blogs on insurance industry issues at and delivers keynote presentations in conjunction with his consulting practice. He is also working on several book projects in addition to playing lead guitar with the band The Old Dogs.


Email Bill at


State Specific Details

State Approval Information Details

KY - This course is approved for 3 hrs CE - Course#C23174





Overall:      4.7

Total Reviews: 962


Colleen G - Latham, New York

"EXCELLENT Webinar ~ VERY Informational"

Meade C - Miami Springs

"Bill was astute as usual"

Miriam G - Myrtle Beach, South Carolina

"Very intelligent presenter. Informative."

Corey S - Safety Harbor, Florida

"Excellent information and very well presented!"

JONI K - Axtell, Kansas

"Very informative"

Karen H - Augusta, Georgia

"Great presentation"

Stephanie H - New York, New York

"Great Presentation"

Archita G

"Great webinar, lots of useful information! "

Joyce K

"very imformative"

Joe G - Jacksonville, Florida

"Instructor was very clear and very knowledgeable."

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