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CPIA 3 - Sustain Success
March 19, 2026 8:00 AM - 4:30 PM
(EDT)
Description
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.
Approved CEs: 7 VT | 7 NH If you need credits in another state, please confirm prior to registering.
