CPIA 2 - Implement for Success

CPIA 2 - Implement for Success

Tuesday, November 19, 2024 (8:00 AM - 4:00 PM) (EST)

Description

6 hrs. NC General 

Format: Online 

Course objectives: 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.


Pricing

Member Price - $195.00

Non-Member Price - $223.00

Webinar
Event Contact
Charletta Jones
(804) 486-4221
Send Email
Tuesday, November 19, 2024 (8:00 AM - 4:00 PM) (EST)

1 Hour Lunch

Categories
CPIA
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