Total Credits: 2 including 2 CE Credit
Does your staff get those Friday afternoon requests for Certificates of Insurance from a contractor? Do you know what can and cannot be put on that certificate? Can some requests be illegal? Can you define a stealth endorsement on a Business Auto Policy? How does the CA 99 10 broaden coverage? We have the answers to those questions and much more.
Jay Williams and Keith Jones bring their expertise by combining a Certificate of Insurance and the Business Auto policy together for a class titled, Double Trouble, Certificates of Insurance and Business Auto Endorsements. This class will keep you out of the E&O danger zone and provide the Best Practices approach to these important topics.
Presenters - Jay Williams and Keith Jones
|Course Outine (0.04 MB)||Available after Purchase|
|FAIA_Double_Trouble_slides (0.57 MB)||34 Pages||Available after Purchase|
|PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB)||Available after Purchase|
Jay Williams is a veteran of the insurance industry, and his agency history includes producer; establishing and managing an agency marketing department; commercial lines manager; VP/agency operations manager; and agency owner. He worked with FAIA as the Managing Director of FMS, including writing and editing study manuals for the Florida Agent and Florida Adjuster licensing exams, and also serving on the Exam Review Committee.
Jay became president of both Bankers Underwriters and Bankers Employer Services before becoming the vice president of sales and agency relations for UPC, taking the company from a single-state model to a multi-state organization.
Currently, Jay is serving as the interim executive director for Applied Client Network, the association of member users of Applied System agency management software. He is a consultant and expert witness, and a respected authority on agency E&O loss control. Jay’s career experience gives him a uniquely rounded perspective on the insurance industry.
Wm Keith Jones
3068 Hawks Landing Drive
Tallahassee, Florida 32309
Work Phone: 850-878-2121 Mobile: 850-599-6123
B.S., May 1981, Florida State University, Tallahassee, Florida
Major: Risk Management and Insurance
Graduated - Magna Cum Laude
CPCU – Chartered Property and Casualty Underwriter – The Institutes
CLU – Chartered Life Underwriter – The American College
ChFC – Chartered Financial Consultant – The American College
CASL – Chartered Advisor for Senior Living – The American College
AAI – Accredited Advisor in Insurance – The Institutes
Florida – Property and Casualty
Florida – Life and Health
Securities – Series Six
Earl Bacon Agency, Tallahassee, November 2000 – Present
Commercial Account Executive
Florida State University, Tallahassee, June 1999 – Present
Adjunct Faculty – Lecturer – College of Business
New England Financial, Tallahassee, June 1999 – December 2000
Florida Association of Insurance and Financial Advisors, Tallahassee, 1995 – 1999
Director of Development
Mon, Aug 10, 2020 - 01:00p to 02:55p EDT
Mon, Sep 14, 2020 - 01:00p to 02:55p EDT
Mon, Oct 12, 2020 - 01:00p to 02:55p EDT
Mon, Nov 09, 2020 - 01:00p to 02:55p EST
Mon, Dec 14, 2020 - 01:00p to 02:55p EST
NJ - This course is approved for 2 hrs CE - Course#88897296
LA - This course is approved for 2 hrs CE - Course# 27097
UT - This course is approved for 2 hrs CE - Course#33031
NM - This course is approved for 3 hrs CE - Course#53704
LA - This course is approved for 3 hrs CE - Course#30330
TN- This course is approved for 2 hrs CE - Course#28453
KY - This course is approved for 2 hrs CE - Course#C60289
OH - This course is approved for 2 hrs CE - Course #55905
WV - This course is approved for 2 hrs CE - Course#106389
FL - This course has been approved by the FL Department of Financial Services for insurance continuing education credit. Course ID# 94478; 2 hours, Intermediate, CE 2-20 - General Lines (Property & Casualty).
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