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CPPL: Getting the Total Account

This course is geared towards those individuals who have at least 3 years of experience in Personal Lines Insurance.  The Getting the Total Account, part of the CPPL designation, will outline and identify the key components necessary for the CSR/Account Manager/Producer to gain trust, loyalty and to establish the credibility that is critical in building/managing strong client relationships.

This course is part of a designation program called the Certified Professional in Personal Lines (CPPL).  Each course can certainly be taken as a standalone class, but if you are interested in seeing the full series, the courses involved and earning the designation, that information can be found HERE.

  • Day 1:
    • Organization of your workstation
    • Time management skills
    • Strategic Planning
  • Day 2:
    • Sales Versus Service
      • Defining a proactive versus reactive customer service
    • Importance of the Agency’s Mission/Vision
    • Defining, creating and obtaining agency apostles
    • Client Relationship Management Program defined

Read Class Reviews...
The instructor was excellent. Very relatable - understands our jobs and the challenges we face.
P Cadieux, Cray Dowd Ins, 2015

The instsructor offered a great look into CSR operationsa nd strategies for improving efficiency. I haave had other consultants teach classes and she surpasses all of them!
P. Ostrander, K W Insurance, 2015

WOW! This class was not what I expected! This class focuses on us as agents and as people as a whole! Great Presentation!
M Medina, Baldwin Insurance, 2015

Cancellation/Refund Policy: There will be a $105.00 penalty fee if we are not notified in advance of fourteen (14) business days of the scheduled institute. Failure to cancel prior to the class will result in the loss of the 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.

June 7, 2017  Class Starts at 8:30     
June 8, 2017   Class End at 4:30

Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $255.00 members / $355.00 non-members

CEUs: 8 – please note that CEUs need to be added to your order when you check out.

GL Number: 251295        Prometric Number: C95869


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