Live Webcast

Certificates of Insurance

Credits: 3 CE Credit

Average Rating:
  4.7   (18 comments)
Commercial Lines |  Commercial Lines - Specialty Policies
3 Hours
Access for 30 days after program date.


 Course Description:

Certificates of Insurance is a document that verifies your insurance for specific coverages and coverage limits with your insurance company's name for a stated period of time. It is one of the more high risk documents that pass between insureds, agents, insurors and third parties.   This webcast will discuss why 1 in approximately 25 E&O claims now involve a Certificate of Insurance because of failing to add or properly identify additional insureds or misrepresenting coverage on the certificate.  Join us to review:

  • The format and 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 contractural risk transfer and additional insureds.


Presenter:  Bill Wilson, CPCU, ARM, AIM, AAA.







Course Materials


Bill Wilson, CPCU, ARM, AIM, AAM

William C. Wilson, Jr., CPCU, ARM, AIM, AAM is director of the Virtual University of the Independent Insurance Agents & Brokers of America (IIABA). He was the Director of Education & Technical Affairs for the Insurors of Tennessee from 1988-1999. Prior to 1988, he was employed by Insurance Services Office, Inc. as the manager of their field operations in Tennessee and Kentucky. Before that time, he was a bag boy at H.G. Hill food store #25.


Thu, Dec 10, 2015 - 09:00a to 12:00p CST

State Specific Details

State Approval Information Details

TX,MS - Approved for 3 hrs CE (PC) -Course # 982261

KS - Approved for 3 hrs CE - Course #988457 PC

KS Agents - KAIA will send the agent a Certificate-the agent is responsible for filing CE with the state of Kansas

OK - Approved for 3 hrs CE for Producers - Course# 1009967

WI - Approved for 3 hrs CE - Course# 66461

NC - Approved for 3 hrs General CE - Course#  C97505

SC - Approved for 3 hrs CE - Course#124969
Additional SC Agent requirements - please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)

OH - Approved for 3 hrs General CE - Course #  37926

CO - Approved for 3 hrs General CE - Course#50697

LA - Approved for 3 hrs CE - Course # 22905

MT - Approved for 3 hrs CE

NJ - Approved for 3 hrs General CE - Course# 88892089

MD - Approved for 3 hrs CE - Course # C12291

KY - Approved for 3 hrs. General CE - Course #C98598

UT - Approved for 3 hrs. CE - Course # 29372

AL - Approved for 3 hrs. Genral CE - Course # 22174

NY - Approved for 3 hrs CE - Course# NYCR-236836a Acknowledgement form is required (see form specifically dated for the course date you are viewing in the zip file located on the materials tab) -

MI - Approved for 3 hrs CE - Course# 63862

FL - This course has been approved by the Department of Financial Services for insurance continuing education credit. Course ID# 80311, 3 hrs Intermediate Course Authority CE 0220 - General Lines - Property & Casualty





Ashlee Jessup, CCSR
Education Staff Assistant II/Registrar
Florida Association of Insurance Agents




Overall:     4.7

Total Reviews: 136

Published Comments & Ratings

Tania K - Plattsburgh, New York

"Great webinar"

Swati S - Tallahassee, Florida

"Knowledgeable teacher"

Edward F - Destin, Florida

"Very Satisfied"

William S - Grand Ledge, Michigan


Sandra S - Flowood, Mississippi


Krista G - Gibsonburg, Ohio

"Good topic. Liked the option viewing the presenter & slides at the same time"

Pamela R - Seneca, South Carolina

"Always enjoy Mr. Wilson's webinars."

Juva G - Kingman, Kansas

"Presenter very good. Kept me interested"

Amanda S - Austin, Texas

"Instructor was very interesting"

Lawrence h - Louisville, Kentucky

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