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Best Practices for Certificates of Insurance

A publication of the Independent Insurance Agents of Texas

​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, the process can create significant E&O exposures for the agency. And in most agencies, even those that issue thousands of certificates each year, the job is done without additional compensation to the agency. This document provides a look at best practices for certificates of insurance.

Best Practices for Certificates of Insurance provided by IIAT

This document was drafted for Texas agents but many of the principles can be adapted for your agency. This 2007 document was updated in 2013.

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