CPIA 2 ONLINE COURSE: Implement for Success
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.
Course objectives: During this workshop, participants learn:
- Specific tools for analyzing consumer need
- How to utilize risk identification techniques to gather pertinent prospect information
- Skills necessary to assimilate information gathered into customized coverage recommendations
- How to prepare a complete submission.
- Tips for preparing and presenting a comprehensive insurance proposal.
8:00AM CT - 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.
$185.00
PIA Members: $165.00
Instructors
Lori Rummelt
CIC, CPIA, CIE
Lori Rummelt has over thirty years of experience in the insurance industry, seventeen of which were with a large independent agency where she has served as Commercial Lines Manager. Lori possesses strong hands-on proficiency with agency operations, training, development of consistent professional standards and agency errors and omissions (E&O) loss control. She is skilled at optimizing the use of agency technology. In 2018, Lori joined LaPorte Consulting by providing operations consulting and education. Her experience with utilizing systems and streamlining workflows as made her a sought-after resource. Lori is an E&O auditor, an approved instructor for the Certified Professional Insurance Agent (CPIA) program and teaches a number of continuing education classes, including those with emphasis on agency management and Errors and Omissions (E&O) loss control. She has earned the professional designations of Certified Insurance Counselor (CIC), Certified Professional Insurance Agent (CPIA) and Certified Insurance Educator (CIE).
Lori Rummelt
CIC, CPIA, CIE
Lori Rummelt has over thirty years of experience in the insurance industry, seventeen of which were with a large independent agency where she has served as Commercial Lines Manager. Lori possesses strong hands-on proficiency with agency operations, training, development of consistent professional standards and agency errors and omissions (E&O) loss control. She is skilled at optimizing the use of agency technology. In 2018, Lori joined LaPorte Consulting by providing operations consulting and education. Her experience with utilizing systems and streamlining workflows as made her a sought-after resource. Lori is an E&O auditor, an approved instructor for the Certified Professional Insurance Agent (CPIA) program and teaches a number of continuing education classes, including those with emphasis on agency management and Errors and Omissions (E&O) loss control. She has earned the professional designations of Certified Insurance Counselor (CIC), Certified Professional Insurance Agent (CPIA) and Certified Insurance Educator (CIE).
Additional Information
Cancellation Policy:
Cancellations received after Feb 27th at 8:30 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.
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