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CPIA-2 Implement For Success

WHO SHOULD ATTEND:
This program is geared towards individuals who are interested in making certain that their customers have the best possible protection.  It is for producers (seasoned and new), sales support staff, company personnel and anyone who wants to ignite a sales fire within their organization.  During this program, participants will be provided with specific tools for analyzing consumer needs.

This course is part of a National Designation program called the Certified Professional Insurance Agent (CPIA).    Each class can certainly be taken as a standalone class, but if you are interested in seeing the courses involved and earning the designation, that information can be found HERE.

CLASS TOPICS:
  • Learn to utilize risk identification techniques to gather pertinent prospect information
  • Develop skills necessary to assimilate information gathered into a customized protection program
  • Participate in exercises designed to promote effective delivery of proven solutions
  • Discuss tips for preventing Errors & Omissions

Read Class Reviews...
Better than any insurance course I have taken. The different aspect of insurance, value of marketing. Great class.
L. Powers, ICNE, 2014


COURSE DETAILS & POLICIES:
Cancellation/Refund Policy: There will be a $55.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel will result in loss of 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.

Book Options:  A pdf manual is available for this class at no extra charge. Should you choose this option at checkout, you will receive an email with a link to download the pdf three days prior to the class date. If you choose to purchase a Hard Copy Book for an additional $10, it will be available for you at the class site.

Date:  June 12, 2017

Time:  9:00 AM – 4:00 PM



Location:        Crowne Plaza Woburn
                        15 Middlesex Canal Park
                        Woburn, MA 01801
                        Phone:  781-935-8760

Price: $195.00 members / $295.00 non-members

CEUs: 6 – please note that CEUs need to be added to your order when you check out.

GL Number: 251287        Prometric Number: AIMS Society Number

    


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