Agency Management

Certificates of Insurance Issues and Answers

The foundation for this document is a series of Virtual University website articles written by Big “I” staff and members of the 50-person volunteer faculty and published in our free…

Certificates of Insurance Webinar Materials and Q&A

This program was developed as part of a comprehensive education and public relations initiative that has evolved from our original January 2007 white paper “Certificates of Insurance: Issues and Answers”…

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Agent’s Article and PowerPoint on Certificates of Insurance (members/subscribers only)

A certificate of insurance is an informational document issued by or on behalf of an insurance company. Insurance agents are sometimes asked to provide a certificate of insurance that cannot…

Big "I' Webinars
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Best Practices for Certificates of Insurance

The processing of requests for certificates of insurance is arguably the most troublesome task performed by insurance agencies today. The task can be time-consuming and labor-intensive. If not handled properly,…

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Official Big “I” Policy on Certificates of Insurance

Certificates of insurance, evidences of insurance, and other documents developed to accomplish the same purpose (collectively “Certificates”) play a critical role in business transactions to provide information to third parties…

Should Agents Send Certificates to Insurers?

An insurer recently sent its agency force a “Good News!” bulletin advising that it was no longer necessary to send it copies of most certificates of insurance. The bulletin also…

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Certificates of Insurance Resources

We have published a white paper and a number of articles that address many of the problems faced by agents when dealing with certificates. Formerly only available to Big “I”…

Building Your Own Home…Insurance Implications

It is not uncommon for a homeowner to serve as his or her own general contractor when building a new home. When doing so, there is an exposure to claims…

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Insuring Rental Dwellings

An insured has 15 rental properties, none more than 4 units. An insurer covers them under 15 dwelling policies and has endorsed his homeowners policy to extend liability coverage to…

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