CPIA 1 - Position for Success 

Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed. 

CPIA 2 - Implement for Success

During this session participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery proven solutions.

CPIA 3 - Sustain Success

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 E&O 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.



CPIA - Insurance Implications of Cyber Security

During this program, participants are encouraged to focus on the insurance implications of cyber security lessons. Cyber-attacks can take many forms and effect companies in different ways. This program will examine many cyber-attacks method and discuss the insurance implications. Having the proper insurance coverages in place can make the difference in a company recovering or going out of business. Cyber insurance being a relatively new insurance coverage not all policies are created equal. Understanding cyber security risks and providing the proper insurance coverage is critical for businesses.

CPIA - An E&O Loss Control Program for all Agencies

Steps to Help Minimize Errors and Omissions Exposure in an Agency - Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to approach management with a plan for creating a loss control program.