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CPIA Sustaining Success Seminars

This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will:

  • Review methods of providing evidence of insurance coverage

  • Discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints.

  • Review professional expectations

  • Review the Law of Agency

  • Review legal and ethical standards

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.