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Double Trouble - Certificates of Insurance and Business Auto Endorsements
Length: 2 hours


Does your staff get those Friday afternoon requests for Certificates of Insurance from a contractor? Do you know what can and cannot be put on that certificate? Can some requests be illegal? Can you define a stealth endorsement on a Business Auto Policy? How does the CA 99 10 broaden coverage? We have the answers to those questions and much more.

 

Jay Williams and Keith Jones bring their expertise by combining a Certificate of Insurance and the Business Auto policy together for a class titled, Double Trouble, Certificates of Insurance and Business Auto Endorsements. This class will keep you out of the E&O danger zone and provide the Best Practices approach to these important topics.

 

Presenters - Jay Williams and Keith Jones

Jay Williams, CIC, CRM, AAI, AIP, ACSR

Jay Williams is a veteran of the insurance industry, and his agency history includes producer; establishing and managing an agency marketing department; commercial lines manager; VP/agency operations manager; and agency owner. He worked with FAIA as the Managing Director of FMS, including writing and editing study manuals for the Florida Agent and Florida Adjuster licensing exams, and also serving on the Exam Review Committee.

Jay became president of both Bankers Underwriters and Bankers Employer Services before becoming the vice president of sales and agency relations for UPC, taking the company from a single-state model to a multi-state organization.

Currently, Jay is serving as the interim executive director for Applied Client Network, the association of member users of Applied System agency management software. He is a consultant and expert witness, and a respected authority on agency E&O loss control. Jay’s career experience gives him a uniquely rounded perspective on the insurance industry.
 

William Jones, Earl Bacon Agency

Keith has more than 30 years of experience in the insurance industry. He graduated Magna Cum Laude with a bachelor's degree in Risk Management-Insurance from FSU's College of Business, where he now serves as an adjunct professor.


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