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Advanced Seminars approved for CPIA Update
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The CPIA Professional Designation requires a biennial update.  One way to satisfy this requirement is by taking part in one of the following Advanced Insurance Success Seminars. For a current schedule of seminars, click here to view the 2017 calendar.

 

Advanced Commercial Lines Risk Analysis for E&O Loss Prevention

Objective:  This one-day seminar will combine two distinct topics to enhance the professionalism and sales excellence of today's commercial lines producers and customer service personnel.

"E&O and the Insurance Producer" will discuss an insurance producer's legal responsibility to consumers and the application of effective loss prevention techniques for the purposes of reducing the agency's E&O exposure.  Included will be a discussion on current causes of errors and omissions in agencies today, the producer's responsibility to the insurance companies represented, records control, and internal agency controls.  In addition, there will be a review of effective personal lines E&O damage prevention and control.

"Using a Risk Management Questionnaire for Exposure Identification" will introduce participants to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention.  The needs for a current and complete questionnaire as an aid to the risk management process will be discussed, followed by a thorough review and discussion of recommended commercial lines checklist items.

 

Advanced Personal Lines Risk Analysis for E&O Loss Prevention

Objective:  This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today's personal lines customer service agent.

"E&O and the Customer Service Representative" will discuss a CSR's legal responsibility to apply effective loss prevention techniques that will benefit personal lines insurance consumers. Included will be a discussion on:

  • the current causes of errors and omissions in agencies today,
  • the CSR's responsibility to the insurance company,
  • issues surrounding records control, and
  • the importance of internal agency controls.

In addition, there will be a review of effective personal lines E&O damage prevention and control.

"Using a Personal Lines Questionnaire for Exposure Identification" will introduce participants to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention.  The needs for a current and complete questionnaire as an aid to the risk management process will be discussed, followed by a thorough review and discussion of recommended personal lines checklist items.

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