CPIA 3: Sustain Success

This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:

• review methods of providing evidence of insurance coverage;
• discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints; and
• learn how to calculate the lifetime value of a client and techniques for generating referrals.

This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards.

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

Registration fee: $189
Approved for 7 CE credits in Arkansas
WEBINAR SCHEDULE: 9:00 a.m. – 5:00 p.m. Eastern Time / 8:00 a.m. - 4:00 p.m. Central Time - with a 10-minute break every hour and a 1-hour break.

Register