CPIA 2: Implement for Success

Description

Instructor: Scott Treen, CIC, CPIA During this workshop, participants learn: 1. Specific tools for analyzing consumer need 2. How to utilize risk identification techniques to gather pertinent prospect information; 3. Skills necessary to assimilate information gathered into customized coverage recommendations; 4. How to prepare a complete submission; and 5. 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 7 CE Hours