First-of-its-kind, hands-on, how-to training To earn the CPIA designation, candidates participate in...
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Transcript of First-of-its-kind, hands-on, how-to training To earn the CPIA designation, candidates participate in...
• First-of-its-kind, hands-on, how-to training
• To earn the CPIA designation, candidates participate in a series of three one-day Insurance Success Seminars
• CPIA Insurance Success Seminars enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs.
• Participants leave with ideas that will produce increased sales results immediately.
• Internal and external factors affecting the creation of effective business development plans
• The state of the insurance marketplace
• Analysis of competitive pressures
• Insurance carrier underwriting criteria
• Consumer expectations
• Understanding and identifying needs
• Errors and omissions loss prevention
• Tools designed for analyzing consumer needs
• Proven risk identification techniques to gather pertinent prospect information
• Skills needed to assimilate gathered information into a customized protection program
• Exercises designed to promote effective delivery of proven insurance solutions
• Ways to help prevent errors and omissions from occurring
• Strategies for fulfilling implied promises contained in the insuring agreement
• Methods for providing evidence of insurance coverage
• Policies and procedures for controlling errors and omissions
• Details of policy review and delivery, endorsements, claims processing and handling client complaints
• Review of professional expectations, the law of agency, and legal and ethical standards
• State associations, insurance carriers and other education providers offer CPIA Seminars in more than 25 states
• CPIA Seminars are approved for continuing education credit in more than 42 states and jurisdictions
• CPIA Seminars are Guaranteed:
– Implement the principles covered in these sessions and experience a 20% increase in personal production within six months, or your registration fee will be refunded!
• CPIA Seminars can be customized for carrier/broker “in house” use
• Click here to view a quick video sample of a typical seminar
• Visit www.cpia.com for a complete schedule of CPIA Seminars and links to seminar sponsors throughout the country
• For information about membership in the American Insurance Marketing & Sales Society, visit www.aimssociety.org
• Contact the AIMS Society with questions via e-mail at [email protected]