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CPIA3WB260429 - CPIA 3 - Sustain Success Webinar

April 29, 2026 8:30 AM - 4:15 PM (PDT)

Description

CPIA 3 IS VALID FOR 7 CE AZ | CA  | MT | NV | NM | OR | WA     Subject to change. 

To view CE Credit availability, CLICK HERE

Sustain Success – CPIA 3
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.

This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:

  • review methods of providing evidence of insurance coverage;
  • discuss policies and procedures for controlling errors and omissions including policy review and delivery,      endorsements, claims
  • processing, and handling of client complaints; and
  • learn how to calculate the lifetime value of a client and techniques for generating referrals.


Webinar schedule *

8:00AM Pacific Time - Log on to Webinar

8:30AM - Seminar Begins

12:30PM-1:15PM - Lunch

4:15PM - Seminar Ends


Instructor: Kathy Fraley, CIC, CPIW, CPIA

*All times are pacific time zone. It is the responsibility of the participant to ensure they are logged in and ready from the time zone they are in.

Cancellation Policy: Notices must be recieved in writing. Cancellations up to 14 days prior to webinar fully refundable. Within 14 days up to the day of the webinar a $50 cancellation fee will apply. If registration hasn't been paid prior to attending the webinar, and you were a no show, an invoice for the $50 cancellation fee will be issued.  Not responsible for no shows.

Time

All webinars are presented Pacific Time. It is the responsibility of the participant they adjust for the time zone they are in.

Pricing

Membership with PIA Western Alliance does allow for a $30 discount to PIA members for CPIA webinars. 

You must log in for the system to recognize you as a member to receive the discount.

Course fee $165 PIA Member | $195 Non Member

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Contact Information

Name: Tami Moir
Phone: (360) 571-7100 ext 124
Email: Tami@piawest.com

If you are an active member of the PIA, please log into your profile to receive discounted member pricing. If you are unsure of your credentials, please contact us here. Thank you.

Once registered, please be sure to make our default email address piawest@piawest.com a safe to receive email from your servers. This is the email address used to send connection information the day before and a reminder the morning of the webinar.

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