Credit Notes
Approved for 2 Massachusetts & New Hampshire Producer CE Credits

Instructor
Bill Wilson, CPCU

Class Date
Thursday, December 5, 2019
1:00 PM – 3:00 PM

Location
ONLINE via GoToWebinar

Probably no other area of agency
operations has gotten so completely out of control over the past 20 years as
has the processing of certificates of insurance and additional insured
requests. In this webinar, one of the foremost national authorities on
certificates of insurance will examine the issues, from business costs to
E&O exposures. Included will be a review of common indemnity language and
insurance requirements found in construction contracts, loan agreements,
leases, and other documents. Dozens of examples are provided of onerous
certificate or insurance requests ranging from demands for “agent affidavits”
or ACORD form modifications to requests for primary and noncontributory
coverage, waivers of subrogation, and impossible notices of cancellation. Also
examined are the legal aspects of certificates, from case law examples to state
laws, regulations, and insurance department directives. This may be the most important
webinar you attend all year.

At the conclusion of this webinar, participants
should be able to:

• Understand what a certificate of insurance can and can’t do, from
  both a legal and business standpoint
  
  
• Identify contractual insurance requirements that can and cannot
  be complied with and advise interested parties accordingly
  
  
• Understand related issues such as requests for primary and
  noncontributory coverage, waivers of subrogation, and cancellation notice
  
  
• Choose the proper ACORD form for the requested coverage and
  complete it in accordance with the applicable ACORD Forms Instruction
  Guide (FIG)
  
  
• Understand state laws, regulations and DOI directives dealing
  with certificates of insurance and related issues
  
  
• Apply sound E&O principles and better serve business clients
  and their partners