Advanced Personal Lines Risk Analysis for E&O Prevention - (CPIA Update) Little Rock, AR
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Advanced Personal Lines Risk Analysis for E&O Prevention - (CPIA Update) Little Rock, AR

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.

4/17/2018
When: 5/6/2015
8:30 AM
Where: Westlake Searcy Building
10809 Executive Center Drive
Ste. Plaza 4
Little Rock, Arkansas  72211
United States
Presenter: Brandi Anderson, CPIA, CIC, EIS
Contact: Staci Wood
501-223-2448

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To register for this class please contact PIA of Arkansas at 501-223-2448 or visit the www.piaar.com.

"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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