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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Certificates of insurance
Certificates of insurance—for information only
An in-depth review of certificates of insurance, including E&O concerns, legal ramifications, standards, cancellation notices, Insurance Department rulings, and commonly asked questions and answers. 7 pages
Sample New York City Department of Transportation acknowledgment letter
A sample for agents to use in handling certificates of insurance relating to the New York City Department of Transportation. 1 page
Please be advised: New York law forbids certain certificates of insurance requests
A comprehensive question-and-answer piece for agents and brokers regarding Chapter 552 of the Laws of 2014 regarding the proper use of certificates of insurance. 2 pages
New York state Certificate of Insurance Law—Article 5
Copy of the certificates of insurance statute. 3 pages
NYDFS approved PIANY-recommended language for naming additional insureds on certificates of insurance
This resource kit offers information regarding additional insureds on certificates of insurance and sample language for use when dealing with additional insureds. 1 page
Sample letter: Certificate holders demanding that you complete an unapproved certificate form
This resource kit is a sample response letter explaining that an insurance agency cannot complete an unapproved certificate of insurance form because it is not authorized under New York Insurance Law Section 502, and instead provides an approved certificate.
Sample letter: Certificate holders demanding that you make statements that are not supported by the policy
This resource kit provides a sample letter explaining why an insurance agent cannot issue a certificate of insurance containing statements not supported by the policy, citing New York Insurance Law Section 502 and offering a compliant alternative.
Guidance: What insurance agencies should do following DFS removal of the 2016 ACORD 25
Outlines steps agencies should take following the DFS removal of the 2016 ACORD 25 from its list of approved forms. 3 pages
COI: Important, dangers and worthless?
This resource kits discusses what certificates of insurance are to be used for and what they shouldn’t be used for. 3 pages
Requests for ‘primary and noncontributory’ language on certificates
An in-depth discussion of requests to add general contractors as additional insureds and an explanation of what certificates were meant and not meant to do. 2 pages
More on additional insureds
This resource kit discusses items included on certificates of insurance and touches on a few issues that are commonly misunderstood by certificate holders. 3 pages
A look at certificates of insurance
This resource kit provides an overview of some recent court decisions regarding the issuance of certificates of insurance. 2 pages
Certificates of insurance: An agent’s legal actions and recourse
This resource kit explores various laws for states in the Northeast pertaining to what can and cannot be included on certificates of insurance. 2 pages
COI and failure to place or renew coverage
Offers suggestions on how to avoid E&O claims related to certificates of insurance and the failure to place or renew coverage. 2 pages
Avoid the hazards of certificates of liability insurance—current legal requirements by state
This resource kit reviews the different rules and laws related to certificates of insurance in the states within the PIA Northeast footprint. 5 pages