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Advanced Personal Lines Risk Analysis for E&O Prevention - (CPIA Update) Milford, MA
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Advanced Personal Lines Risk Analysis for E&O Prevention - (CPIA Update) Milford, MA

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.

 Export to Your Calendar 11/27/2018
When: 9:00 AM
Where: Map this event »
MAIA Headquarters
91 Cedar Street
Milford, Massachusetts  01757
United States
Presenter: Bruce Thomas, CPIA, CPCU, CRIS
Contact: Emily Oliver

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To register for this class please contact Massachusetts Association of Insurance Agents at 800-222-2699 or visit the Mass Agent Website.

"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.