Description

During this workshop, participants learn:

• Specific tools for analyzing consumer need
• How to utilize risk identification techniques to gather pertinent prospect information
• Skills necessary to assimilate information gathered into customized coverage recommendations
• How to prepare a complete submission
• Tips for preparing and presenting a comprehensive insurance proposal

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

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