Total Credits: 3 CE Credit
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:
Presenter: Bill Wilson, CPCU, ARM, AIM, AAA.
CertificatesOfInsuranceCEOutline3Hours - 2011 Version | Available after Purchase |
Slides Handout | 59 Pages | Available after Purchase |
Questions and Answers | Available after Purchase |
IMPORTANT CE CREDIT INFORMATION - READ BEFORE WEBCAST - 2015 | Available after Purchase |
IIABNY AGENTS - IMPORTANT: You must open this file to read the NYS Mandatory CE announcements and to print and complete the attendance form for the date of the program you are attending. (1.69 MB) | Available after Purchase |
About Bill Wilson
William C. Wilson, Jr., CPCU, ARM, AIM, AAM is the founder of InsuranceCommentary.com. He retired from the Independent Insurance Agents & Brokers of America in December 2016 where he served as Assoc. VP of Education and Research and was the founder and director of the Big “I” Virtual University for over 17 years. He is the former Director of Education & Technical Affairs for the Insurors of Tennessee and, prior to that time, he was employed by Insurance Services Office, Inc. He is a graduate of the Illinois Institute of Technology with a B.S. degree in Fire Protection & Safety Engineering.
Bill was a licensed insurance and surplus lines agent, and his professional affiliations have included past president of the Middle Tennessee Chapter of CPCU, member of the board of directors of the national CPCU society, PMLG of the Honorable Order of Blue Goose, International, member of the Independent Insurance Agents & Brokers of America (IIABA) National Education Committee, member of the Certified Insurance Service Representative (CISR) National Advisory Committee, member of the National Underwriter FC&S editorial board, member of the Society of Insurance Trainers and Educators (SITE) and its SITE Journal editorial committee, member of the National Writers Association, chairman of the Tennessee Insurance Commissioner’s Education Advisory Committee, member of the Middle Tennessee State University Insurance Liaison Committee, and member of the Nashville State Technical Institute’s Business Management Advisory Committee.
He has served as a trainer and speaker for various organizations, including the Independent Insurance Agents & Brokers of America and 43 of its state affiliates, the CPCU Society national convention and chapter programs, the National Association of Insurance Women (NAIW), the Southern Agents Conference (SAC), the Risk & Insurance Managers Society (RIMS), the International Risk Management Institute (IRMI), and the Society of Risk Management Consultants (SRMC).
Bill has conducted hundreds of technical seminars, workshops and convention presentations—from Hawaii to Maine and Alaska to Florida—as well as programs on time management, presentation and public speaking skills, seminar development, and many others. He has been the top-rated presenter at several CPCU National Conventions and his programs are always highly rated by attendees. He has presented seminars or webinars to as many as 5,000 attendees in a single session.
He was the recipient of the IIABA L.P. McCord National Education Award for having the #1 ranked state insurance education program in America and has won six other national education awards, including the George M. Gottheimer Memorial Award which is presented periodically to a CPCU Society member who has made an outstanding contribution to the field of insurance education, risk management or insurance consulting and, most recently, the Jeff Yates Lifetime Achievement Award which is the IIABA’s highest honor for nonagents.
Bill has researched, developed, written, and published dozens of technical articles, manuals and CDs/audio tapes, and has authored articles in business and industry trade periodicals such as Presentations magazine, American Agent & Broker magazine, Independent Agent magazine, Tennessee Insuror magazine, Tennessee Business magazine, the CPCU Journal, CPCU Interest Group newsletters, and the SITE Journal.
He has been quoted as an expert in a number of mainstream publications, including Readers Digest, Kiplinger’s, and Money magazines and the Wall Street Journal, and he has been cited as an expert resource/interviewee for local television and radio media. He has also served as an expert witness in litigation.
According to Nashville NBC television affiliate WSMV, “Bill Wilson is an expert when it comes to insurance.” Dr. William T. Hold, president of the Society of Certified Insurance Counselors in Austin, Texas has said that, “Bill Wilson is recognized by his peers as one of the premier insurance educators in America.” Bob Rusbuldt, CEO of the Independent Insurance Agents & Brokers of America says, “Bill Wilson is the nation’s foremost leading expert on form, coverage, and technical issues.”
Bill now blogs on insurance industry issues at InsuranceCommentary.com and delivers keynote presentations in conjunction with his consulting practice. He is also working on several book projects in addition to playing lead guitar with the band The Old Dogs.
Email Bill at Bill@insuranceCommentary.com.
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
AZ - Approved for 3 hrs CE - Course#101484
IA - Approved for 3 hrs CE - Course# 106318
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
850.893.4155,x331
850.668.2852-fax
http://www.faia.com
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