CPIA 3 - Sustain Success
CPIA 3 - Sustain Success
Thursday, 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.
Images
Pricing
Member Price - $195.00
Non-Member Price - $223.00
Webinar
Thursday, August 29, 2024 (8:00 AM - 4:00 PM)
(EDT)
1 Hour Lunch
Categories
CPIA
CPIA
Registered Guests
3
3
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