08/06/25

CPIA Special Topic

Advanced PL Risk Analysis for E & O Loss Prevention, 90490/90491 web (7 hours CE, 5 PC and 2 ethics)

Objective: This one-day Special Topic 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 need 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.