CPIA1 - Position for Success
Thursday, January 23, 2020 (7:30 AM - 4:00 PM) (CST)
PIA is pleased to announce an outstanding opportunity for you to receive hands-on, how-to training that you can immediately put to work back at your office!
CPIA 1 –Position for Success
Course objectives:During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Insurance Success Seminars and the CPIA designation are developed by the American Insurance Marketing and Sales Society (AIMS). These courses are designed for company and agency sales managers, high-performing producers, new producers who want to jump start their careers, and anyone who wants to ignite a sales fire within their organization.
Can’t attend all three sessions as scheduled? Each session is approved for 7 hr. CE credit and serves as a stand-alone course that provides valuable information for your agency. While you must attend all three sessions to earn the CPIA designation, you DO NOT need to take all three sessions in order—simply catch the course you missed the next time it is offered!
The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success seminars, participation in any one of the Advanced Insurance Success seminars, or by maintaining individual or group membership in AIMS (You must notify PIA if you are an AIMS Member).
This year’s seminars will be presented by Steve Becher, CIC, CPIA. Steve is the Executive Director of the PIA of North Dakota. Prior to joining PIA, Steve was a teacher and coach. He also spent 18 years in the property/casualty business as an agent and later as agency manager of an independent insurance agency in West Fargo, ND. Steve consistently receives high reviews for educational classes, including the CPIA seminars.
The 2020 CPIA seminars are scheduled as follows:
CPIA1: Thursday, January 23, 2020
CPIA2: Tuesday, February 18, 2020
CPIA3: Tuesday, March 17, 2020
CPIA1—Position for Success Participants focus on internal and external factors affecting the development of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding.
CPIA2—Implement for Success During this session, participants are provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.
CPIA3—Sustain Success This program focuses on fulfilling the implied promises contained in the insuring agreement. Students review methods of providing evidence of insurance coverage and discuss policies and procedures for con- trolling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of cli- ent complaints.
$150 PIA Members / $175 Non-Members
*Platinum Partners receive one complimentary registration
4700 West 77th St
Edina, MN 55435-4818 United States
Superior A Room - signs will direct you to the classroom. A security badge will be provided for class attendees.