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CPIA Update Advanced Commercial Lines - Orlando
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CPIA Update Advanced Commercial Lines - Orlando

This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today’s commercial 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

When: April 26, 2017
9:00 AM until 5:00 PM
Where: Rosen Plaza Hotel
9700 International Drive
Orlando, Florida  32819
United States
Presenter: Dulce Suarez-Resnick
Contact: Laura Johnson

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CPIA Update – Advanced Commercial Lines


Wednesday, April 26, 2017

On-Site Registration 8:30AM - 9:00AM

Class Times: 9:00AM - 5:00PM


Instructor: Dulce Suarez-Resnick 
Members: $155           Non-Members $180


7 Credit Hours


This one-day seminar will combine two distinct topics to enhance the professionalism and sales excellence of today's commercial lines producers and customer service personnel.

"E&O and the Insurance Producer" will discuss an insurance producer's legal responsibility to consumers and the application of effective loss prevention techniques for the purposes of reducing the agency's E&O exposure.  Included will be a discussion on current causes of errors and omissions in agencies today, the producer's responsibility to the insurance companies represented, records control, and internal agency controls.  In addition, there will be a review of effective personal lines E&O damage prevention and control.

"Using a Risk Management 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 needs 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 commercial lines checklist items.

Breakfast & lunch will be on your own.



Hotel Accommodations

Rosen Plaza Hotel
9700 International Dr.
Orlando, Florida 32819
(407) 996-9700

We have a group reservation rate of $159 per night.

To book your hotel room online, please CLICK HERE



Important information about receiving and maintaining your CPIA Designation
Upon completion of the three part series Insurance Success Seminars, CPIA designation candidates are notified of their eligibility. Candidates have 3 years to complete the three part CPIA series upon completion of their first class. Candidates are awarded the designation and will be notified by letter from the AIMS Society.  Diplomas are presented during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO.  If a new designee is unable to attend the ceremony, diplomas are mailed after the conference.

The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success Seminars,  participation in any one of the Advanced Insurance Success Seminars, by attending the AIMS Society’s annual PRO-to-PRO, or by maintaining Individual or Agency membership. *NOTE* Florida's Office of Insurance Regulation states that the same class can not be taken for credit within 2 years of each other.



Cancellations received less than 2 weeks prior to the course will receive a credit to be applied to a future CPIA course. "No Shows" to the course forfeit the registration fee. Substitutions may be submitted at anytime if the registrant is unable to attend the course. Cancellations, transfers and substitutions must be in writing and may be sent to

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