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Streaming Class -Bridging the Sales/Acct Rounding Gap 1&2

WHO SHOULD ATTEND:
This is a class for new students and seasoned veterans to the industry. Students new to the industry will gain valuable insight on how all the personal lines policies can interact with one another. Students who have been in the industry may find new insight on addressing customer concerns and get a leg up on internet groups trying to gain a foothold of their customers with their one product line.

This program is a two-part stream from 9 am - 12 pm on two consecutive days. You MUST take BOTH parts and check-in when asked by the instructor to receive CEs.
CLASS TOPICS:
  • Understanding Risk Management Concepts
  • Insuring the homeowner key issues
  • What about the tenant policy form?
  • Key issues with the MA Auto Policy (MAP)
  • Physical Damage Coverage Discussion
  • What is and how does an Umbrella Liability policy work?

    Make the sales and customer service process a fun and rewarding profit center experience by thinking about how to sell more coverage to more people and how to spin-off one policy to sell another!

COURSE DETAILS & POLICIES:
Cancellation/Refund Policy: There will be a $35.00 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.

September 14, 2017  Class Starts at 9:00     
September 15, 2017   Class End at 12:00




Location:      You have TWO Choices!
                       At check out you will need to choose either IN PERSON or VIA LIVE STREAM

                           Attend IN PERSON at MAIA Headquarters
                           91 Cedar St
                           Milford, MA 01757

                           OR

                           Attend via LIVE STREAM from the location of your choice!
                           Please remember that in order to receive CEs and/or Required Class Credit
                           when Streaming a class, you must follow the initial sign-in directions by
                           'signing' your name and giving us your license number and resident state
                           information. Additionally, random check-ins are done and you must check-in
                           at these designated times. Missing any of this information may mean
                           receiving no CE or Credit for the class.

Price: $95.00 members / $190.00 non-members

CEUs: 7 – The CE amounts listed are for Massachusetts. If you a resident from another state, please check with your state association to see what CE amount has been granted for your state.

GL Number: 251388        Prometric Number: C14672

    


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