Do You Know the Answer to MAIA's Question of the Day?

SERVICES

Number One Newsletter Archive

Heartland Payroll Solutions
MAIA's endorsed provider for payroll services...

Licensing Study Guides/Tutorial Exams / AAI Self-Study

Tutoring & Mentoring Services
designed for your agency's needs...

On-Line / Self-Study Options
CE through online platforms


 

Seven Steps to Personal Lines Success

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

TUITION: $95.00 / member
with pdf manual
$190.00 / non-member
with pdf manual
$105.00 / member
with hard copy
$200.00 / non-member
with hard copy

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your Seven Steps Certification. Learn more...NOW!
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
800-742-6363
508-634-2900

REGISTER BY FAX:
(508) 634-2930
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.

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


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".

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


Step #3 - Miscellaneous 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  GL NUMBER CLASS NAME CITY CEUs
12/15/17 251368 Seven Steps To Personal Lines Success - #3 - Miscellaneous Property Coverage Northampton, 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.

Not Offered in 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


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.

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


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.

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


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.

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.



Registration Form
Name:  
Agency/Company:  
Street:  
City, State, Zip:  
Phone:  
e-mail:
 
Class Date:  
Location:
 
GL Number:  
Class Topic:
 
STATE REQUIREMENT
Do You Need CEUs?
Yes  No IF YES... Resident Producer
License #:
Resident State
Licensed In:
PAYMENT OPTIONS:
Make check payable to: MAIA, 91 Cedar Street, Milford, MA 01757
Credit Card: Amex  Mastercard Visa
Name:  
Card Number:  
CSV#:  
Expiration Date:  
Amount:  
CC Billing Address:  
Signature:  
  Mail to MAIA or Fax to (508) 634-2929......Thank you for your business!