11/13/2024
11 am pt / 12 pm mt / 1 pm ct / 2 pm et
*approximate length: 45 minutes to 1 hour
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sponsored by industry partner: jones |
presenter: margaret christie
do you get a lot of insurance exceptions questions from your team as they handle certificates of insurance (cois)? if so, it's time to give them a waiver guidelines sheet. we'll share the best practices of a standardized insurance exceptions sheet that your team can use when dealing with insufficient third-party insurance coverage.
learning objectives
- why create acceptance/waiver guidelines
- a guide to creating requirement guidelines step-by step
- common requirements deep dive: insured, additional insured, certificate holder, general liability, auto liability, umbrella liability, workers’ compensation, property insurance, waiver of subrogation, notice of cancellation, cyber liability, liquor liability, and environmental / pollution liability
margaret christie is a customer success manager at jones, the b2b network that solves compliance for property management teams. as a customer success manager, margaret helps ensure seamless insurance compliance management processes for property management teams. she also leads training sessions on the best practices for insurance documentation review.