In-Person CPIA 2 Implement for Success - 7 CE

Registration fees: PIA Members-make sure to log-in at the top of the screen to receive your discount on registration for being a Member!


Regular Pricing
Member rate: $125*
Nonmember rate: $150*

*Includes all per-student CE filing fees.

Instructor: Ed Lamont, CIC, CPIA, CRM 

Location: PIA of Florida Conference and Trade Show
Tradewinds Resort
St. Pete's Beach, FL

REGISTER

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.


Important information about receiving and maintaining your CPIA Designation

Upon completion of the three-part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three-part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the CPIA Program Office.  Diplomas are prepared on a quarterly basis.

The CPIA designation does require an annual update. This update requirement can be satisfied by attending one of the following:

  • attend one of the core Insurance Success Seminars, CPIA 1 - Position for Success; CPIA 2 - Implement for Success; CPIA 3 - Sustain Success
  • attend one of the Advanced Insurance Success Seminars;
  • maintain Ruby, Sapphire, or Diamond level membership in the CPIA Program

100% attendance is required. Registrants must be listening to audio and log onto the visual portion of the PIA webinar session to receive credit. Participants who log in late; leave early; or miss any instruction time will not receive CE credit, or if applicable, plan certification or E&O loss-control credit. Late-comers may choose to remain on the PIA webinar, but they will not receive credit or certification.

Cancellation:

  • If more than five business days prior to program: Cancellations/transfers are fully refundable.
  • If less than five business days: Cancellations/transfers incur fees of $60 for online CIC programs and $15 for online CISR or CPIA programs.
  • No-shows: No refunds or transfers are allowed.

 

Date and Time

St. Pete's Beach
Samantha
sdeboer@pianational.org
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