CPIA 2 - Implement for Success Webinar

Description

This course is approved for Continuing Education (CE) in most states, but the number of credits may differ by state. Please verify the specific credit approval in your state.  

NOT approved for CE in: AK | HI | UT | WY and is pending in TX.

Times shown are EASTERN.

Approved for 2 ETH & 5 OGI CE credits in Virginia.

Objective: 

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.

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