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CPIA 3 - Sustain Success

April 16, 2025 8:00 AM - 4:00 PM (EDT)

Description

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 omissions 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

Approved for the Utica E&O discount for persons holding the CPIA designation and in good standing.

Location

Live Webinar

Instructor:
John Fear-CISR,CPIA

Pricing

Member - $195
Non-Member - $218

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Contact Information

Name: Carol Throckmorton
Phone: 804-486-4219
Email: carol@piavadc.com
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