CPIA - Advanced Commercial Lines Risk Analysis for E&O Loss Prevention


This course is intended for experienced commercial lines insurance professionals. This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today’s commercial lines producers and customer service personnel. E & O and the Insurance Producer will discuss an insurance producer’s legal responsibility to consumers and the application of effective loss prevention techniques for the purposes of reducing the agency’s E & O exposure.

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.


  • Current Causes of Errors and Omissions in Agencies Today
  • The Producer’s Responsibility to the Insurance Companies Represented
  • Records Control
  • Internal Agency Controls
  • Review of Effective Commercial Lines E & O Damage Prevention and Control
  • Introduce participants to the importance of consistently completing an exposure identification questionnaire for improved customer service and E & O loss prevention
  • Review and discussion of recommended commercial lines checklist items

REGISTRATION:          8:30 a.m.

CLASS TIME:               9:00 a.m. - 4:00 p.m.


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