5PC, 2 Ethics | 92124 web: AIMS Provider #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.
5PC, 2 Ethics | 92124 web: AIMS Provider #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.
