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CPIA Success Series: CPIA 1 - Position for Success
CPIA Success Series: CPIA 1 - Position for Success

Thu, May 04


Insurance Training 101

CPIA Success Series: CPIA 1 - Position for Success

Join us for this hands-on three-part training on sales, marketing topics, and techniques.

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Time & Location

May 04, 2023, 9:00 AM – 5:00 PM

Insurance Training 101, 8500 SW 8th St Suite 258, Miami, FL 33144, USA

About the Event

CPIA 1 - Position for Success - May 4th

During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include:

  • The current state of the insurance marketplace;
  • Competitive pressures;
  • Insurance carrier underwriting criteria; and
  • Consumer expectations.

CPIA 2- Implement for Success - May 18th

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; and
  • 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.

CPIA 3- Sustain Success- June 1st

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; and
  • Learn how to calculate the lifetime value of a client and techniques for generating referrals.
  • This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards.


  • Members

    +$4.73 service fee
    Sale ended
  • Non-members

    +$5.23 service fee
    Sale ended



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