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Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Certificates of Insurance: The Most Misunderstood Document in Insurance

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Manage episode 500237392 series 3360741
Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Certificates of Insurance (COIs) look simple—but behind that one page is a world of fine print, pitfalls, and potential fraud.

In this episode, Chantal and Sandy talk with Scott Margraves, a 33-year insurance veteran and founder of COI’s R Us, about what COIs actually do (and don’t) prove. You’ll hear:

  • Why 9 out of 10 COIs are issued incorrectly
  • How small clerical errors can lead to big problems
  • The difference between a document that verifies coverage and an actual contract
  • Real-world examples of COI confusion, misrepresentation, and fraud

We also say goodbye to Sandy as co-host and welcome Heather Blevins as our next guest host—plus a preview of our upcoming episode on good faith claims handling.

You can reach Scott at COIsRUs.com or 713-416-9000

Want to know what a COI looks like? Here's the link:

https://acords.com/ACORD%20Forms%2025.html

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

  continue reading

Chapters

1. Welcome and Introduction (00:00:00)

2. Meeting Scott Margraves, COI Expert (00:08:47)

3. What COIs Are and What They're Not (00:13:29)

4. Misrepresentations and Common Errors (00:24:29)

5. COIs in Construction and Risk Management (00:35:11)

6. Fraudulent Certificates and Red Flags (00:43:59)

7. Policy Cancellations and Notification Issues (00:52:07)

75 episodes

Artwork
iconShare
 
Manage episode 500237392 series 3360741
Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Certificates of Insurance (COIs) look simple—but behind that one page is a world of fine print, pitfalls, and potential fraud.

In this episode, Chantal and Sandy talk with Scott Margraves, a 33-year insurance veteran and founder of COI’s R Us, about what COIs actually do (and don’t) prove. You’ll hear:

  • Why 9 out of 10 COIs are issued incorrectly
  • How small clerical errors can lead to big problems
  • The difference between a document that verifies coverage and an actual contract
  • Real-world examples of COI confusion, misrepresentation, and fraud

We also say goodbye to Sandy as co-host and welcome Heather Blevins as our next guest host—plus a preview of our upcoming episode on good faith claims handling.

You can reach Scott at COIsRUs.com or 713-416-9000

Want to know what a COI looks like? Here's the link:

https://acords.com/ACORD%20Forms%2025.html

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

  continue reading

Chapters

1. Welcome and Introduction (00:00:00)

2. Meeting Scott Margraves, COI Expert (00:08:47)

3. What COIs Are and What They're Not (00:13:29)

4. Misrepresentations and Common Errors (00:24:29)

5. COIs in Construction and Risk Management (00:35:11)

6. Fraudulent Certificates and Red Flags (00:43:59)

7. Policy Cancellations and Notification Issues (00:52:07)

75 episodes

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