Webinar - Sustain Success (CPIA 3) - Wisconsin
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Webinar - Sustain Success (CPIA 3) - Wisconsin

Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. 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.

 Export to Your Calendar 10/7/2020
When: 8:30 AM
Where: Map this event »
United States
Presenter: Sam Bennett, CPIA
Contact: Brenda Steinbach

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To register for this class please contact PIA of Wisconsin at 800-261-7429 or visit www.piaw.org.

Important information about receiving and maintaining your CPIA Designation

Upon completion of the three part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the AIMS Society.  Diplomas are prepared on a quarterly basis.

The CPIA designation does require a biennial update. This update requirement can be satisfied by attending one of the following:

  • attend one of the core Insurance Success Seminars, CPIA 1 - Position for Success; CPIA 2 - Implement for Success; CPIA 3 - Sustain Success;

  • attend one of the Advanced Insurance Success Seminars;

  • maintain Individual or Group level membership in the AIMS Society

America's only Insurance Marketing and Sales Education Organization & Designation