Thursday, October 30—Workshop

H1. “Certificates of Insurance: Sure Bet or Bluff?”

Certificates of insurance present challenges for both those who request them as evidence of compliance with contract insurance requirements and for the agents and brokers who issue them. Unfortunately, the interests of certificate holders are often in direct contradiction to the interests of certificate issuers. In this workshop hear the perspective of representatives from each side of the construction insurance poker table.

  • Reviews the concerns of agents and brokers in issuing certificates of insurance other than a standard, unmodified certificate.

  • Outlines certificate holders’ concerns with standard certificates of insurance and the rationale behind commonly requested modifications.

  • Provides an overview of key statutory, regulatory, or legal views regarding certificates of insurance.

Terry J. Galganski, J.D., Director of Insurance & Risk Programs, The Weitz Company, LLC
Bill Wilson, CPCU, ARM, Director, IIABA’s Virtual University, Independent Insurance Agents & Brokers of America