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How to Audit COIs and Endorsements for Property Managers

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11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour

Sponsored by Jones

Presenter: Margaret Christie

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 webinar aims to give you a solid foundation on the insurance documentation fundamentals, walk you through the most important elements of a COI and most common endorsements, and will address some of the most common mistakes we see property managers make when it comes to insurance compliance.

Learning Objectives:

  • Most important elements of a Certificate of Insurance (COI)
  • Areas to focus on when reviewing a COI for compliance
  • Most common endorsements and what they mean
  • Most common mistakes property managers make when reviewing COIs

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.
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