Canadian Underwriter


Fundamentals of Finance

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by Insurance Institute of Southern Alberta
February 28, 2020

In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this webinar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations and suggestions for controlling errors and omission exposures.  The facilitator  will 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.

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