FREE VIDEO COURSE    

Compliance Course for Property Managers

Are you managing compliance for your company? Feeling overwhelmed by the intricacies of insurance documents? This video course on compliance should help!

Part 1: How to review a COI
Part 2: Endorsements
Part 3: Additional Insured
Part 4: Waiver of Subrogation, Primary & Non-Contributory, and Notice of Cancellation
Part 5: Property Insurance
Part 6: Common Mistakes Property Managers Make When Reviewing COIs

Part 1: Basics of a COI

Watch time: ~4:37 minutes

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Table of Contents:

  • What's a COI
  • Accord 25 Form at a Glance
  • Insured Name
  • Table of Policies and 4 main policy types
  • Description of Operations box
  • Certificate Holder
  • Signature

Not reviewing compliance documents? Forward this video to a colleague who does.


Part 2: The Basics of Endorsements

Watch time: ~5:02 minutes

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Table of Contents:

  • What's an Endorsement
  • How to identify endorsements
  • Difference between Scheduled and Blanket endorsements

Not reviewing compliance documents? Forward this video to a colleague who does.


Part 3: Additional Insured

Watch time: ~6:10 minutes

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Table of Contents:

  • Additional Insured Status vs. Endorsement
  • Where to find info on Additional Insured
  • Blanket vs. Schedule - let's review!
  • Ongoing and Completed Operations

Not reviewing compliance documents? Forward this video to a colleague who does.


Waiver of Subrogation, Primary & Non-Contributory, and Notice of Cancellation

Watch time: ~6:28 minutes

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Table of Contents:

  • Waiver of Subrogation: explanation
  • How to check if the Waiver of Subrogation requirement is met
  • Primary & Non-Contributory: explanation
  • How to check if the Primary & Non-Contributory requirement is met
  • Notice of Cancellation: explanation
  • How to check if the Notice of Cancellation requirement is met

Not reviewing compliance documents? Forward this video to a colleague who does.


Part 5: Property Insurance

Watch time: ~6:10 minutes

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Table of Contents:

  • Property Insurance vs. Property Component of Liability Insurance
  • Where to find evidence of Property Insurance: Acord 25, Acord 24, Acord 27, and Acord 28
  • How to review Property Insurance for compliance
  • Basic, Broad, and Special forms

Not reviewing compliance documents? Forward this video to a colleague who does.


Part 6: Common Mistakes Property Managers Make When Reviewing COIs

Watch time: ~6:10 minutes

HubSpot Video

Table of Contents:

  • Mistake 1: Confusing endorsements and provisions (we'll use Waiver of Subrogation as an example)
  • Mistake 2: Confusing Workers' Compensation and Employer's Liability
  • Mistake 3: Confusing Property Insurance with a Property component of a General Liability

Not reviewing compliance documents? Forward this video to a colleague who does.