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CPIA-3 Sustain Success

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 focus on fulfilling the implied promises contained in the insuring agreement.

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.

  • 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
  • Review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards
  • Discuss tips for preventing Errors & Omissions

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:  September 7, 2017

Time:  9:00 AM – 4:00 PM

Location:        White's of Westport
                        66 State Road
                        Westport, MA 02790
                        Phone:  508-675-7185

Price: $195.00 members / $295.00 non-members

CEUs: 5 – please note that CEUs need to be added to your order when you check out.

GL Number: 251291        Prometric Number: AIMS Society Number


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