- May. 13, 2025 | Class: 8 AM-4 PM EST
Instructor(s): John Fear, CPIA, CISR
Member rate: $190.00
Class Type: Online
Non Member Rate: $255.00
Curriculum: CPIA
Credits: 2 Ethics, 5 Gen Ins Prin PROD
Location: Webinar
Agenda: N / A
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 and omissions are highlighted and discussed.

CPIA 3 - Sustain Success
Registration fees include materials, CE processing, instruction & refreshments.
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 omission including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of the Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout EACH all-day seminar, tips for preventing E&O are highlighted and discussed.
3 of 3- The AIMS Society's Certified Professional Insurance Agent Designation. More info: www.pia.org/EDU/cd/cpia/
E&O loss prevention credit:
Please note: The CPIA designation is approved by Utica Mutual for E&O loss prevention credit. This credit is applied once the designation is achieved. Please call PIA's E&O department for details.