Learning Path

What You'll Master

A complete path from fundamentals to expert policy review.

• Understanding Certificate of Insurance

  Confidently manage and interpret certificates of insurance with a level of precision and attention to detail that ensures nothing slips through the cracks.

• Reading Endorsements

  Interpret and understand the policy modifications that can significantly change the scope and extent of your coverage.

• Identifying Coverage Gaps

  Identify the hidden gaps and overlooked risks that arise when insurance policies fail to meet the required standards.

• Reviewing Policies

  Establish a consistent, standardized review workflow designed to deliver both speed and accuracy at every step.

Course Roadmap

Curriculum Overview

Master certificates, endorsements, and coverage gaps across eight lessons.

1. 01 Basics of a COI Learn the key elements of a valid COI. 4:37
   

   Table of contents:

   • Intro
   • Insured Name
   • Table of Policies
   • Description of Operations box
   • Certificate Holder
   • Signature
   • Recap

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2. 02 Endorsements Understand Endorsements and how to spot them fast. 5:01
3. 03 Additional Insured Master Additional Insured and its two coverage types. 6:10
4. 04 Deep Dive Verify Waiver, Primary & Non-Contributory, and Notice. 6:28
5. 05 Property Insurance Find and verify Property Insurance across Acord forms. 6:08
6. 06 Common mistakes when reviewing COIs Avoid three common mistakes property managers make. 5:03
7. 07 General Liability – Part A General Liability explained: coverage, limits, and terms. 11:01
8. 08 General Liability – Part B Explore more General Liability coverages on the COI. 9:21