Adv. Commercial Lines Risk Analysis for E&O Loss Prevention (Approved CPIA Update) - Davidson, NC
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Adv. Commercial Lines Risk Analysis for E&O Loss Prevention (Approved CPIA Update) - Davidson, NC

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. (Continued below)

When: 8:00 a.m.
Where: Insurance Management Consultants, Inc.
212 S. Main Street
Davidson, North Carolina  28036
United States
Presenter: Steve Lewis, CPIA
Contact: AIMS Society

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Click here to register for this class please contact the AIMS Society at 877-674-2742 or visit

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.


Accepted as a CPIA Designation Update Course and is approved for 7 hours of CE Credits

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