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

This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today’s personal lines customer service agent. “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. (Continued Below)

When: 8:30 AM
Where: PIA of Virginia & DC
8751 Park Central Drive, Suite 140
Richmond, Virginia  23227
United States
Contact: Sheryl Hagler

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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.

Accepted as a CPIA Designation Update Course

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