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DTSTART;TZID=America/Chicago:20270406T083000
DTEND;TZID=America/Chicago:20270406T161500
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SUMMARY:CPIA 3: Sustain Success
DESCRIPTION:Instructor: Scott Treen\nThis workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will: 1. Review methods of providing evidence of insurance coverage\; 2. Discuss policies and procedures for controlling errors and omissions including policy review and delivery\, endorsements\, claims-processing\, and handling of client complaints\; and 3. Learn how to calculate the lifetime value of a client and techniques for generating referrals. This course includes a review of Professional Expectations\; the Law of Agency\; and Legal and Ethical Standards. Throughout each section of the workshop material\, tips for preventing Errors & Omissions are highlighted and discussed. Approved for 8 CE Hours
X-ALT-DESC;FMTTYPE=text/html:Instructor: Scott Treen\nThis workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will: 1. Review methods of providing evidence of insurance coverage\; 2. Discuss policies and procedures for controlling errors and omissions including policy review and delivery\, endorsements\, claims-processing\, and handling of client complaints\; and 3. Learn how to calculate the lifetime value of a client and techniques for generating referrals. This course includes a review of Professional Expectations\; the Law of Agency\; and Legal and Ethical Standards. Throughout each section of the workshop material\, tips for preventing Errors &amp\; Omissions are highlighted and discussed. Approved for 8 CE Hours
LOCATION:
UID:e.3456.1692379
SEQUENCE:3
DTSTAMP:20261113T000330Z
URL:https://members.piatn.com/education-calendar/Details/cpia-3-sustain-success-1996089?sourceTypeId=Hub
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