Approved for 7 CE Hrs NE

Approved for 7 CE Hrs IA

For all other states, please click here: https://cpia.com/page/CEApprovalbyState

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

Please make checks payable to PIA NE/IA.