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How To Build an Insurance Exceptions Sheet for Your Team

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11/13/2024

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

Sponsored by Industry Partner:  Jones

Presenter: Margaret Christie

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

Learning Objectives

  • Why create acceptance/waiver guidelines
  • A guide to creating requirement guidelines step-by step
  • Common requirements deep dive: Insured, Additional Insured, Certificate Holder, General Liability, Auto Liability, Umbrella Liability, Workers’ Compensation, Property Insurance, Waiver of Subrogation, Notice of Cancellation, Cyber Liability, Liquor Liability, and Environmental / Pollution Liability

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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