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.

Approved for the Utica E&O discount for persons holding the CPIA designation and in good standing.