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CPIA Update: Advanced Personal Lines Risk Analysis for E&O Loss Prevention
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CPIA Update: Advanced Personal Lines Risk Analysis for E&O Loss Prevention

This seminar will combine two distinct topics to enhance the professionalism of today’s insurance agent. E&O Loss Prevention will discuss the CSR/Agent’s legal responsibility to apply effective loss prevention techniques to insurance consumers. Using a questionnaire for exposure identification, participants will be introduced to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention.

3/11/2014
When: Tuesday, March 11, 2014
From 8:30 AM until 4:30 PM
Where: Gulfshore Insurance
4100 Goodlette Rd. N.
Naples, Florida  34103
United States
Contact: Cherie Pinsky
850.893.8245


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Advanced Personal Lines Risk Analysis for E&O Loss Prevention

7 Hours intermediate (#31997-Agents). GOOD FOR CPIA UPDATE ONLY.

Instructor:  Betty Curry

This seminar will combine two distinct topics to enhance the professionalism of today’s insurance agent.  E&O Loss Prevention will discuss the CSR/Agent’s legal responsibility to apply effective loss prevention techniques to insurance consumers.  Using a questionnaire for exposure identification, participants will be introduced to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention.

The Certified Professional Insurance Agent (CPIA) Designation is hands-on, how-to training. The CPIA designation is conferred by the American Insurance Marketing and Sales Society (AIMS). To earn the CPIA designation, candidates are required to successfully complete the three Insurance Success Seminar sections CPIA1, CPIA2 and CPIA3.  Then an "update seminar” is required every two years to maintain the designation.

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