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CPIA 3 - Sustain Success

August 29, 2024 8:00 AM - 4:00 PM (EDT)

Description

6 hrs. NC General 

Format: Online 

Course objectives: 

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.

Time

1 Hour Lunch

Pricing

Member Price - $195.00

Non-Member Price - $223.00

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Contact Information

PIA of North Carolina
Name: Charletta Jones
Phone: (804) 486-4221
Email: charletta@piavadc.com
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