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Seven Steps to Personal Lines Success

The Seven Steps to Personal Lines Success is a well rounded series of STEP classes to enchance every agent's knowledge and understanding of personal lines insurance products.

TUITION: $95.00/member $190.00/non-member
REGISTRATION: 8:30 a.m.
CLASS TIME: 9:00 a.m. to 4:00 p.m.
EXAM: 4:00 p.m. to 5:00 p.m.
The exam is optional. You will receive the CEUs without taking the exam. You are required to take and pass the exam if you want to receive the certificate.

Photo ID:
You must present a photo ID to the registrar at all program locations.

Cancellation Policy:
There will be a $35.00 penalty fee if we are not notified within three (3) working days of the scheduled class. Failure to cancel will result in loss of full registration fee. Please call 48 hours in advance to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.
Registration Options


We've implemented a secure system for registration and now only accept credit cards for web registrations.


      
REGISTER BY PHONE:
800-742-6363
800-222-2699
508-634-2900

REGISTER BY FAX:
508-634-2929
Step #1 - Homeowners Policy
When was the last time you really read the homeowners (HO) policy? We’ll do a complete overview of the HO policy, including all of the changes that have come down through ALL of the edition dates. Everyone should start on a level playing field. This may be your "Intro" course to the HO policy or a great "refresher" one.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
12/4/12 246350 246350 Seven Steps (PL)#1-HO Policy Tewksbury, MA 7
12/5/12 246351 246351 Seven Steps (PL)#1-HO Policy Chicopee, MA 7
12/11/12 246352 246352 Seven Steps (PL)#1-HO Policy Milford, MA 7
12/12/12 246353 246353 Seven Steps (PL)#1-HO Policy Taunton, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Step #2 - MA Personal Auto Policy
The Personal Auto Policy (PAP) can be the "bread and butter" for many agencies! Gain a solid understanding of the coverages provided under this widely sold policy. Whether you’re an "old pro" at personal auto — or not — you must complete this course to become a "Proven Personal Lines Professional".

Not Offered in 2012 - Call Association Education at 1-800-222-2699 for future scheduling.


Step #3 - Miscellanous Property Coverage

We’ll take an in-depth look at the:

  1. Condominium Policy...what you need to consider when selling it, the differences between it and the HO policy and potential E&O problems;
  2. Dwelling Fire Policy...why you use it, and what it does that the HO policy would not do; and
  3. Inland Marine coverages...when they are used and coverages provided.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
2/7/12 246354 246354 Personal Lines Step #3-Miscellaneous Property Cov Policy Chicopee, MA 7
2/8/12 246355 246355 Personal Lines Step #3-Miscellaneous Property Cov Policy Tewksbury, MA 7
2/14/12 246356 246356 Personal Lines Step #3-Miscellaneous Property Cov Policy Taunton, MA 7
2/23/12 246357 246357 Personal Lines Step #3-Miscellaneous Property Cov Policy Milford, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Step #4 - Boats, Flood & Personal Umbrella

We’ve got three great topics to cover:

  1. Boat & Yacht Policies - you’ll enjoy a lively discussion on the important issues, concepts and coverages provided in these policies;
  2. Flood - let’s take a close look at the coverages found under the Dwelling Flood Form, flood eligibility requirements and other important issues; and
  3. Personal Umbrella Policy - we’ll compare important issues and usual conditions & provisions.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
4/17/12 246342 246342 Personal Lines Step #4-Boats, Flood & Per Umbrella Taunton, MA 7
4/19/12 246343 246343 Personal Lines Step #4-Boats, Flood & Per Umbrella Milford, MA 7
4/24/12 246344 246344 Personal Lines Step #4-Boats, Flood & Per Umbrella Tewksbury, MA 7
4/25/12 246345 246345 Personal Lines Step #4-Boats, Flood & Per Umbrella Chicopee, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Step #5 - Issues & Problems In The Homeowners Policy

When you reach STEP 5, you’re over the hump! We’ll discuss:

  • How to understand the "ordinance or law" exclusion, E&O problems for agents, & how to provide coverage;
  • How to suggest the new ISO "Additional Limits of Insurance" endorsement which provides the answer to the "guaranteed replacement cost" issue; and
  • The "business issue" to see what’s excluded, what’s covered and available endorsements.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
6/6/12 246358 246358 Seven Steps (PL)#5-Issues HO Tewksbury, MA 7
6/13/12 246359 246359 Seven Steps (PL)#5-Issues HO Milford, MA 7
6/26/12 246360 246360 Seven Steps (PL)#5-Issues HO Chicopee, MA 7
7/11/12 246361 246361 Seven Steps (PL)#5-Issues HO Taunton, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Step #6 - Issues & Problems In MA Personal Auto Policy & Personal Lines Case Study

Come armed with questions on the Personal Auto Policy (PAP). We’ll discuss:

  • What "furnished for regular use" means and the "public or livery use" issue; and
  • How do you adequately cover the equipment on customized vehicles; and
  • The problems in a complex PAP with a case study of a true-to-life client complete with divorce, remarriage, step children, company cars and business activities.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
8/1/12 246346 246346 Seven Steps (PL)#6 Issues with Personal Auto Policy Chicopee, MA 6
8/2/12 246347 246347 Seven Steps (PL)#6 Issues with Personal Auto Policy Milford, MA 6
8/15/12 246348 246348 Seven Steps (PL)#6 Issues with Personal Auto Policy Tewksbury, MA 6
8/23/12 246349 246349 PL Step #6-Issues With Personal Auto Policy Taunton, MA 7
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Step #7- Account Development Techniques/E&O Tips & Traps/Personal Lines Claims
You’ve made it to the final step! You know a lot about the coverages, but you need to learn how to round out your client’s account. We’ll show you how to avoid E&O exposures and how to implement some "fast fixes" for important E&O considerations. And finally, we’ll discuss how you can keep those hard earned clients by providing efficient and helpful claims services.

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
10/3/12 246362 246362 Seven Steps (PL)#7-Acct Dev, E&O, PL Claims Tewksbury, MA 6
10/18/12 246363 246363 Seven Steps (PL)#7-Acct Dev, E&O, PL Claims Milford, MA 6
10/23/12 246364 246364 Seven Steps (PL)#7-Acct Dev, E&O, PL Claims Chicopee, MA 6
10/24/12 246365 246365 Seven Steps (PL)#7-Acct Dev, E&O, PL Claims Taunton, MA 6
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Registration Form
Name:  
Agency/Company:  
Street:  
City, State, Zip:  
Phone:  
e-mail:
 
Class Date:  
Location:
  
GL Number:  
Class Topic:
  
Do You Need CEUs? Yes  
No		 IF YES...
*NEW REQUIREMENT AS OF 1/4/2010*
MA Producer
License #:
PAYMENT OPTIONS:
Make check payable to: MAIA, 91 Cedar Street, Milford, MA 01757
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  Mail to MAIA or Fax to (508) 634-2929. . . . . . . . . . . . . . . .Thank you for your business!