CPIA 3 ONLINE COURSE: Sustain Success
The Certified Professional Insurance Agent (CPIA) Designation is the first-of-its-kind, hands-on, how-to training on sales and marketing topics and techniques. It is nationally recognized as the mark of professionalism, commitment to professional training and results, and exceptional technical knowledge. To earn the CPIA designation, candidates are required to participate in a series of 3, one-day Seminars. Seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with actionable ideas that can produce results immediately.
This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:
- 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.
- Learn how to calculate the lifetime value of a client and techniques for generating referrals.
8:00AM CST - Log on to Webinar
8:30AM - Seminar Begins
12:30PM-1:15PM - Lunch
4:15PM - Seminar Ends
Make checks payable to PIA NE/IA
$185.00
PIA Members: $165.00
Instructors
Scott Treen
CIC, CPIA
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance. Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.
Scott Treen
CIC, CPIA
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance. Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.
Additional Information
Cancellation Policy:
Cancellations received after Nov 1st at 9:30 AM will incur a $25.00 non-transferable fee.
Please Note:
Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.