CPIA 3 - Sustain Success Webinar

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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