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Course

How To Build an Insurance Exceptions Sheet for Your Team (Skills On-demand)

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Course Description

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Do you get a lot of questions about insurance exceptions from your team as they handle certificates of insurance (COIs)? If so, it's time to give them a waiver guidelines sheet. This course covers the best practices of a standardized insurance exceptions sheet that your team can use when dealing with insufficient third-party insurance coverage.

Learning objectives

  • Understand why you should create acceptance/waiver guidelines
  • Outline requirement guidelines step-by step
  • Learn more about common requirements like insured, additional insured, certificate holder, general liability, auto liability, umbrella liability, workers’ compensation, and more

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