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Advanced Personal Lines Risk Analysis for E&O Loss Prevention (Counts towards CPIA Update)

This course is intended for experienced personal lines insurance professionals. This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today’s personal lines customer service agent. "E & O and the Customer Service Representative” will discuss a CSR’s legal responsibility to apply effective loss prevention techniques that will benefit personal lines insurance consumers. In addition, there will be a review of effective personal lines E & O damage prevention and control.

This course also can be used to update the Certified Professional Insurance Agent (CPIA) Designation. You can certainly take this course without having the designation however if you are interested in the CPIA designation, that information can be found HERE.

By attending this program, Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Contact the Number One Insurance Agency for details at (800) 742-6363.


  • the current causes of errors and omissions in agencies today,
  • the CSR’s responsibility to the insurance company,
  • issues surrounding records control, and
  • the importance of internal agency controls.

Introduction to the importance of consistently completing an exposure identification questionnaire for improved customer service and E & O loss prevention, review and discussion of recommended personal lines checklist items.

Cancellation/Refund Policy: There will be a $55.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrants: Please call 48 hours in advance of a class to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Book Options:  A pdf manual is available for this class at no extra charge. Should you choose this option at checkout, you will receive an email with a link to download the pdf three days prior to the class date. If you choose to purchase a Hard Copy Book for an additional $10, it will be available for you at the class site.

Date:  November 30, 2017

Time:  9:00 AM – 4:00 PM

Please call 48 hours in advance for availability. A $10.00 charge will be added to all registrations received within 24 hours of class.
Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $195.00 members / $295.00 non-members

CEUs: 6 – please note that CEUs need to be added to your order when you check out.

GL Number: 251098        Prometric Number: AIMS Society Number


CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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