Advanced Seminars approved for CPIA Update

The CPIA Professional Designation requires a biennial update.  One way to satisfy this requirement is by taking part in one of the following Advanced Insurance Success Seminars. For a current schedule of seminars, click here to view the 2018 calendar.

 

Current Advanced Courses

 

Advanced Commercial Lines Risk
Analysis for E&O Loss Prevention


Objective: 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. 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.

Advanced Personal Lines Risk
Analysis for E&O Loss Prevention


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.

"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.

Advanced courseS Coming in 2019

Three new advanced courses approved for CPIA designation update.

Disaster and Business
Continuity Planning

Objective: During this program, participants are encouraged to focus on factors effecting disaster and business continuity planning. Areas discussed include types of disasters, key planning elements, disaster team makeup, insurance considerations and funding challenges. Participants will use case studies and exercises to practice concepts and techniques covered in the course.

INSURANCE IMPLICATIONS
OF CYBER SECURITY

Objective: During this program, participants are encouraged to focus on the insurance implications of cyber security lessons. Cyber-attacks can take many forms and effect companies in different ways. This program will examine many cyber-attacks method and discuss the insurance implications. Having the proper insurance coverages in place can make the difference in a company recovering or going out of business. Cyber insurance being a relatively new insurance coverage not all policies are created equal. Understanding cyber security risks and providing the proper insurance coverage is critical for businesses.

AN E&O LOSS CONTROL PROGRAM
FOR ALL AGENCIES

Objective: Steps to Help Minimize Errors and Omissions Exposure in an Agency - Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to approach management with a plan for creating a loss control program.

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