Description

Continuing Education (CE) is approved in many states, but the number of credits may differ by state. Please verify the specific credit approval in your state.  Approved for 2 ETH & 5 OGI CE credits in Virginia.

NOT approved for CE in: AK | HI | ID | OK 

Times shown are EASTERN.

Objective: 

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.

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