Description: Design administrators are often responsible for triaging certificate requests from their firm’s existing and new clients. Establishing an effective process for managing certificate of insurance requests can be difficult due to the unique requirements and special language that is requested by many clients. . This primer will help administrative staff members interpret requests for certificates and communicate them to their insurance advisors.
Learning Objectives:
By the end of the presentation, participants should know:
- How to read a certificate of insurance
- The terminology in certificate requests most frequently received by design professionals
- What options are available if the firm’s insurance coverage falls short of a client’s requirement
- The most effective way to request a certificate from their insurance advisor
Course Length: 1.0 hour
Note: Due to large size of file, a link will be sent via email to access the presentation after purchase.
