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CPIA 2 - Implement for Success

October 8, 2025 8:00 AM - 4:00 PM (EDT)

Description

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

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

Approved for the Utica E&O discount for persons holding the CPIA designation and in good standing.

Location

Live Webinar

Instructor:
Scott Treen, CIC

Pricing

Member - $195
Non-Member - $218

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Contact Information

Name: Carol Throckmorton
Phone: 804-486-4219
Email: carol@piavadc.com
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