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CPIA 3 – Sustain Success

  • Piannacle Bank-Knoxville 9601 Kingston Pike Knoxville, TN 37922 (map)

Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. 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.

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Earlier Event: March 13
CPIA 3 – Sustain Success
Later Event: May 14
CPIA 1 – Position for Success