CPIA 3 - Sustain Success
from $200.00
5PC, 2 Ethics | 838811/86602 web: AIMS Procider #0394
Sustain Success - CPIA 3 - This workshop focuses on fulfilling the implied promises contained in the insuring agreement.
Participants will:
- review methods of providing evidence of insurance coverage
- discuss policies and procedures for controlling errors and omssions including policy review and delivery, endorsements, claims-processing, and handling of client complaints
- learn how to calculate the lifetime value of a client and techniques for generating referrals.
Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
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12/5/2023
8:30 A:M- 4:30 P.M
This will be a virtual class