Description

7 WI CE (2 are Ethics) 
UTICA Approved
Course # 6000156981

WI residents: You cannot take the same course # more than once in your two-year licensing reporting period.

Course Summary

This seminar focuses on maintaining and deepening client relationships for long-term growth. Key concepts include the development of retention strategies, the implementation of service standards that foster trust, and techniques for generating referrals. Participants are equipped with tools to analyze agency workflows, implement E&O (Errors & Omissions) loss control procedures, and create a culture of continuous improvement and ethical business practice.

Instructor

Steven Becher CIC, CPIA

PIA Members - Half-off with registration to Engage 2026!

Cancellation Policy: Cancellations received in our office 12 business days before the course are fully refunded; after that a $50 fee will be charged. All cancellations must be in writing; email Becca at bbredeson@piaw.org.

***For registrations after 12:00pm on 10/13, contact Becca at 608-274-8188 or bbredeson@piaw.org***