CPIA – 保险 Agents & 经纪人-电竞竞猜比较正规的

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销售 & Marketing Training

保险 Success Seminars

Get energized and learn how to generate qualified leads that will translate into more sales and commission by attending the interactive 保险 Success Seminars developed by the American 保险 Marketing and 销售 Society (AIMS).

Choose what’s best for you — attend 一个或全部三个. By attending the full series, you’ll gain all the tools, 技术, and big picture of how to attract and maintain customers.

If you attend all 三个, you earn the Certified Professional 保险 Agent (CPIA) Designation.

Who should attend?

保险 Success Seminars are open to any employee of an agency, insurance company or insurance-related business who wants to enhance or learn sales 技术.

These courses are developed specifically for insurance professionals. You’ll meet, network, and engage with people just like you in the insurance field.

Become a Certified Professional 保险 Agent

The AIMS Society’s Certified Professional 保险 Agent (CPIA) Designation is the first-of-its kind, 亲自动手的, 入门培训. To earn the CPIA designation, candidates are required to participate in a series of 三个, 一个-day 保险 Success Seminars.

三天. One Designation. 没有考试

Position for Success (CPIA 1)

During this program, participants are encouraged to focus on internal and external factors affecting effective business development plans. Factors discussed include:

A review of the state of the insurance marketplace
Analysis of competitive pressures
Necessary insurance carrier underwriting criteria
Consumer expectations and understanding

Implement for Success (CPIA 2)

During this session, participants will:

Gain specific tools for analyzing consumer needs
Learn to utilize risk identification 技术 to gather pertinent prospect information
Develop skills necessary to assimilate information gathered into a customized protection program
Participate in exercises designed to promote effective delivery of proven solutions

Sustain Success (CPIA 3)

This program focuses on fulfilling the implied promises contained in the insuring agreement. 学生将:

Review methods of providing evidence of insurance coverage
Discuss policies and procedures for controlling errors and omissions including policy review and delivery, 代言, claims-processing, and handling of client complaints
Review professional expectations
Review the Law of Agency
Review legal and ethical standards
Throughout each section of the workshop material, tips for preventing 错误 & 遗漏 are highlighted and discussed

你的投资

Typical Schedule (times could slightly vary)

Maintaining the CPIA Designation

The CPIA designation requires an annual update. This update requirement can be satisfied through participation in any 一个 of the 三个 core 保险 Success Seminars, participation in any 一个 of the Advanced 保险 Success Seminars, or by maintenance of an individual or agency membership in the AIMS Society.

Q&A

For frequently asked Q&As regarding education related questions, go to our FAQ page.

650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055

主街191号
Annapolis, MD 21401

免费: 800-998-9644
传真: 717-795-8347
电子邮件: IAB@IABforME.com

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