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We've got a client who barely had but 2-3k in premium but is requesting like 3-4 COI's a month. Starting to become an annoyance. Do you guys charge a fee for these?
I've seem some of the alphabet houses issue MOIs (Memorandums of Insurance) but the dates are always fixed and the documents are uneditable. Which brings up another issue...be VERY way if using a third-party COI vendor that some entities demand. I've seen two of these systems that allow the insured to enter information and, in at least one of them, the certificate holder was allowed to enter whatever they wanted under Description of Operations.
Los Angeles county has their own COI system they require all contractors to use. The Houston airport authority contracts with a COI vendor so that agents that insure the retail vendors in the airport must complete online COIs in this third party's system. Entities that do this refuse to accept an ACORD form from agents. That's very dangerous from an E&O standpoint.