Advanced Personal Lines Risk Analysis for E&O Loss Prevention (Approved CPIA Update) - Hollywood, FL
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Advanced Personal Lines Risk Analysis for E&O Loss Prevention (Approved CPIA Update) - Hollywood, FL

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 8/5/2020
When: 9:00 AM
Where: Map this event »
Diplomat Beach Resort
3555 South Ocean Drive
Hollywood, Florida  33019
United States
Presenter: Dulce Suarez-Resnick, CPIA, AIS, CPIW
Contact: LAAIA Convention
(305) 477-1442

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To register for this class please contact the LAAIA Convention Team at (305) 477-1442 or contact

“E & O and the Customer Service Representative” will discuss a CSR’s 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
  • the importance of internal agency controls 

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

“Using a Personal Lines Questionnaire for Exposure Identification” will introduce participants to the importance of consistently offering an exposure identification questionnaire for improved customer service and E & O loss prevention. The discussion will include the need to offer a similar risk review to the on-line client and how the duty may change with the cyber relationship.  The need 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.


Accepted as a CPIA Designation Update Course....You do not need to be a CPIA to attend.


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