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CPPL: Loss Control and Prevention

This course is geared towards those individuals who have at least 3 years of experience in Personal Lines Insurance.  The Loss and Control and Prevention part of the CPPL designation will focus on E&O prevention in personal lines.

This course is part of a designation program called the Certified Professional in Personal Lines (CPPL).  Each course can certainly be taken as a standalone class, but if you are interested in seeing the full series, the courses involved and earning the designation, that information can be found HERE.

  • Day 1:
    • Documentation, Risk Analysis
    • Account Rounding
    • Need for sign-off’s
    • Automation
    • Direct Bill / Agency Bill
    • Office communication (phone / e-mail / fax / voice-mail)
    • Customer interaction
    • Benefit of Staff Meetings & staff education
    • Analysis of 5 actual E&O claims
  • Day 2:
    • Review of the Day 1 material
    • Review of homeowners insurance and the various possible E&O issues
      • analysis of 5 actual E&O claims
    • Review of non-homeowners property, inland marine, wet marine, umbrella, ATV’s, Jet Skis, etc.
      • analysis of 5 actual E&O claims

Read Class Reviews...
I learned many tips to take back to my agency to reduce E&O.
P. Sughrue, James Page Ins. 2015

I learned alot of valuable information that will support me in the future to be a successful and efficient producer.
M. Vieira, HUB, 2015

The instructor was great and really kept my attention. A real expert and easy to learn from. Thanks
J. Crawford, AA Dority, 2015

Cancellation/Refund Policy: There will be a $105.00 penalty fee if we are not notified in advance of fourteen (14) business days of the scheduled institute. Failure to cancel prior to the class will result in the loss of the 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.

September 27, 2017  Class Starts at 8:30     
September 28, 2017   Class End at 4:30

Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $255.00 members / $355.00 non-members

CEUs: 14 – please note that CEUs need to be added to your order when you check out.

GL Number: 251300        Prometric Number: C06220


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