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Agent’s Article and PowerPoint on Certificates of Insurance (members/subscribers only)

A certificate of insurance is an informational document issued by or on behalf of an insurance company. Insurance agents are sometimes asked to provide a certificate of insurance that cannot…

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Best Practices for Certificates of Insurance

The processing of requests for certificates of insurance is arguably the most troublesome task performed by insurance agencies today. The task can be time-consuming and labor-intensive. If not handled properly,…

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Official Big “I” Policy on Certificates of Insurance

Certificates of insurance, evidences of insurance, and other documents developed to accomplish the same purpose (collectively “Certificates”) play a critical role in business transactions to provide information to third parties…

Should Agents Send Certificates to Insurers?

An insurer recently sent its agency force a “Good News!” bulletin advising that it was no longer necessary to send it copies of most certificates of insurance. The bulletin also…

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Certificates of Insurance Resources

We have published a white paper and a number of articles that address many of the problems faced by agents when dealing with certificates. Formerly only available to Big “I”…

Combat Cybercrime and Protect Your Agency With Simple Security Steps

What is Cybercrime? Like traditional crime, cybercrime covers a broad scope of criminal activity and can occur anytime and anyplace. What makes it different is that the crime is committed…

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“Bring Your Own Device” Opportunities & Risks

By Danielle Johnson, Director of IT, InsurBanc The consumerization of IT revolution — sparked by the iPhone — has shifted the IT culture so that the users are the ones…

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Agency Strategies to Send & Receive Personal Data Securely

By Jeff Yates, ACT Executive Director The Internet and mobility revolutions have enabled agents and their clients to live in an electronic world where the parties can work and communicate…

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Protecting Agency Customer Information from Identity Theft

by Bill Murray, CISSP IT Risk, Security & Compliance Manager Westfield Group Highlights of Report The federal Gramm-Leach-Bliley Act requires independent agencies and brokers to proactively implement administrative, technical, and…

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