Sustain Success

This program focuses on fulfilling the implied promises contained in the insuring agreement. You 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.

 This program is part of the Certified Professional Insurance Agent (CPIA) certification program.  Learn more about CPIA.