Bill Wilson
Director,
IIABA's Virtual University

The VU has published a white paper that addresses many of the problems faced by agents when dealing with certificates. Formerly only available to Big "I" member agencies and paid VU subscribers, this paper and related resources are now being made available to everyone with an interest in issues involving certificates of insurance. Below are links to the white paper and related information, including an excellent "best practices" white paper from our Texas association and a podcast on certificates of insurance.

Note: The following articles may link to some resources (such as articles on additional insureds, court cases, etc.) that are available only to Big "I" member agencies or paid VU subscribers.

• Official Big "I" Policy on Certificates of Insurance (pdf)

• Agent's Article on Certificates of Insurance
  (for use by IIABA members only)

• Agent's PowerPoint Presentation on Certificates
  (for use by IIABA members only)

• Certificates of Insurance White Paper Executive Summary (pdf)

• Certificates of Insurance White Paper (pdf)

• Best Practices for Certificates of Insurance (pdf)

• Certificates of Insurance Laws and Regulations

• Certificates of Insurance Court Cases

• Should Agents Send Certificates to Insurers?

• Following Up on Certificates of Insurance

• Certificates of Insurance and Lenders

• Certificates of Insurance Q&A

• Certificates of Insurance And Ethics

• October 23, 2007 Certificates of Insurance Teleconference Podcast