Description

7 WI CE (2 are Ethics) 
UTICA Approved
Course # 6000104839

CPIA 3 – Sustain Success 

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

Scott Treen, CIC, CPIA

Webinar Cancellation Policy: Full refund up to 24 hours prior, after that $25.00.

Webinar System Requirements: Reliable internet connection and working speakers. No microphone or webcam is needed.

***For registrations after 12:00pm on 10/20, contact Becca at 608-274-8188 or bbredeson@piaw.org**