How to Audit COIs and Endorsements for Property Managers

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Course Description

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Property managers often refer to insurance compliance management as “the bane of their existence” for a good reason. Reviewing certificates of insurance (COIs) and endorsements for compliance most commonly falls under property managers' responsibilities, yet little to no training is available on properly conducting these reviews. This course will give you a solid foundation on the insurance documentation fundamentals, walk you through the most important elements of a COI and most common endorsements, address some of the most common mistakes we see property managers make when it comes to insurance compliance.

Learning objectives:

  • Learn the most important elements of a Certificate of Insurance (COI)
  • Explore areas to focus on when reviewing a COI for compliance
  • Outline the m common endorsements and what they mean
  • Avoid common mistakes property managers make when reviewing COIs

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