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Certified Professional in Personal Lines (CPPL) Designation

The introduction of Managed Competition to Massachusetts has changed the way that your Personal Lines Account Managers do business. In the past several months, these people have been asked to do a different job...they have been asked to sell AND to service! And they have...or at least they have tried. Have you given them the tools that they need to succeed at this?

To meet these challenges, your association has designed a DESIGNATION PROGRAM for Personal Lines Account Managers - the Certified Professional in Personal Lines (CPPL) Designation!

This program will provide the necessary tools for their success and even some distinguished bragging rights! Let your clients know that they are dealing with a PRO... a true Coverage Specialist!

We recommend that you have at least three years of personal lines experience before you take this designation because it's NOT an introductory program. The Certified Professional in Personal Lines (CPPL) Designation consists of five parts:

1. Personal Insurance Professional "PIP" Certification [2 days]
...offered ONLY at The BIG Event		 14 CEUs*
2. Getting The Total Account [2 days] 8 CEUs*
3. Loss Control and Prevention [2 days]
 14 CEUs*
4. The Whole Person - The Whole Employee [1 day]
  
5. Comprehensive Personal Lines Coverage [2 days]
 14 CEUs*


Getting the Total Account / Loss Control and Prevention / Comprehensive Personal Lines Coverage
TUITION/Part: $255.00/member $355.00/non-member
REGISTRATION: 8:00 a.m.
CLASS TIME:

8:30 a.m. - 4:30 p.m.


The Whole Person - The Whole Employee [1 day]
TUITION/Part: $125.00/member $225.00/non-member
REGISTRATION: 8:00 a.m.
CLASS TIME:

8:30 a.m. - 4:30 p.m.

Exams: Exams will be administered during each class. In order to receive the designation, you must take and pass each corresponding exam.

*CE is NOT based on examination results.

Continuing Education Requirement: You will have to earn at least 12 hours of CEUs per year to maintain the CPPL designation. These 12 hours can come from various sources, but documentation of attendance must be supplied to us if it is not taken through MAIA.

Photo ID: You must present a photo ID to the registrar at each part of the program..

Cancellation Policy: There will be a $105.00 penalty fee if we are not notified in advance of 14 business days of the scheduled program. Failure to cancel will result in loss of full registration fee.

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
Personal Insurance Professional "PIP" Certification - offered ONLY at The BIG Event*

For those who want MORE …
MORE than JUST coverage …because an insurance professional MUST know more
MORE than merely listening ….role playing …putting yourself in the clients’ shoes …in your competitors’ shoes
MORE than just the policy …making sure we “know the lingo” – insurance terminology that any real
professional agent needs to know
MORE than just product knowledge …the art of effective listening …to increase sales and manage your client’s risk and exposure
MORE than just sitting there ….active case studies …can you handle it?
MORE than just attendance ….to obtain the certificate you’ll test your knowledge throughout the course ….
And so will we …

*at The BIG Event...
The Personal Insurance Professional (PIP) Certification, only offered at The BIG Event, will be a very rigorous two-day program and will include an on-site celebration for those who complete both Day 1 and Day 2.

  • Day 1 will be offered on Friday, November 9th.
  • Day 2 will be offered on Saturday, November 10th.
    MAPFRE | Commerce Insurance has very graciously agreed to sponsor this program    .

Instructor: Kathy Silvia, CPCU, CPIW, CIC, LIA, The Fair Insurance Agency

Personal Insurance Professional "PIP" Certification will be offered ONLY at The BIG Event.
Next year's class will be held on November 9 & 10, 2012.


Getting the Total Account

This two day presentation will outline and identify the key components necessary for the CSR / Account Manager / Producer to gain trust, loyalty and to establish the credibility that is critical in building / managing stronger client relationships. These attributes are most often times the decision makers in obtaining and retaining the entire account.  The wide array of material over the two days range from the basics of workstation organization and time management skills to defining / managing a client relationship management program through proactive customer service.
Day 1:
  • Organization of your workstation
  • Time management skills
  • Strategic Planning
Day 2:
  • Sales Versus Service
    • Defining a proactive versus reactive customer service
  • Importance of the Agency’s Mission/Vision
  • Defining, creating and obtaining agency apostles
  • Client Relationship Management Program defined

Instructor: Chris Sullivan, CIC

Read what people are saying about Getting the Total Account....
Thank you so much for the information. I just want you to know I really feel this was one the best classes I have ever taken! This class really makes you sit back and think about where you are going and how to get there!
Tammy M., Account Manager, Marshfield, MA
I have to say I REALLY enjoyed your class, and I have already set up my bins.  The consultant that was hired was more for phone etiquette with customers, and not about our workstation or time management. If I do not see you here I also hope that our paths cross again. Not only did I learn allot from your class, I also admire all that you have achieved. Honestly I couldn't stop talking about the class yesterday.
Lynn C., PL Account Manager, Needham, MA


DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
6/6/12 246183 246183 CPPL - Getting the Total Account Milford, MA 8
6/12/12 246184 246184 CPPL - Getting the Total Account Randolph, MA 8
6/26/12 246185 246185 CPPL - Getting the Total Account Peabody, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Loss Control and Prevention

Virtually every agency writes personal lines insurance for their customers. With approximately half of all E&O claims coming from personal lines, this two day session will have a strong blend of classroom style learning with an extensive workshop approach to help the participants examine and understand areas where their agency is doing well and where improvements can be made. Would look for the participants to get into workgroups and explore / discuss / consider possible E&O issues / claim possibilities with remedies to protect the agency against an E&O claim. 
Day 1:
  • Documentation, Risk Analysis
  • Account Rounding
  • Need for sign-off’s
  • Automation
  • Direct Bill / Agency Bill
  • Office communication (phone / e-mail / fax / voice-mail)
  • Customer interaction
  • Benefit of Staff Meetings & staff education
  • Analysis of 5 actual E&O claims
Day 2:
  • Review of the Day 1 material
  • Review of homeowners insurance and the various possible E&O issues
    • analysis of 5 actual E&O claims
  • Review of non-homeowners property, inland marine, wet marine, umbrella, ATV’s, Jet Skis, etc.
    • analysis of 5 actual E&O claims

By attending this program, Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Please contact the Number One Insurance Agency for details at (800) 742-6363.

Instructor: Curtis Pearsall, CPCU, ARM, AIAF, AU, CPIA

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
9/11/12 246186 246186 CPPL - Loss Control & Prevention Milford, MA 14
9/13/12 246187 246187 CPPL - Loss Control & Prevention Randolph, MA 14
9/18/12 246188 246188 CPPL - Loss Control & Prevention Peabody, MA 14
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

The Whole Person - The Whole Employee...you can change your mind and keep the change!

Do you want to learn several easy, effective and elegant self-help tools that can enhance your life experience?
Self-hypnosis, NLP (NeuroLinguistic Programming) and EFT (Emotional Freedom Techniques) are three of the simplest - yet most profound - transformational tools available today. In this life-changing seminar, you will discover how to utilize these three tools to first identify self-sabotaging behaviors and then reprogram your deep inner mind with more productive and life-affirming processes.
Morning:
  • Overview of hypnosis, NLP and EFT:
    • What are they?
    • How do they work?
    • How does one perform each technique?
    • How will they integrate into subsequent seminar topic segments?
Afternoon:
  • Utilize these tools as we explore:
    • Stress Management
    • Three Steps to Increasing Self Confidence
    • Overcoming Procrastination
Instructor: Kathryn McGlynn, CH

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
4/3/12 246189 246189 CPPL - The Whole Person Milford, MA 0
4/10/12 246190 246190 CPPL - The Whole Person Randolph, MA 0
4/24/12 246191 246191 CPPL - The Whole Person Peabody, MA 0
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

Comprehensive Personal Lines Coverage

In this two day session, we will dig deep into many personal lines coverage issues. Our focus will be in-depth and thorough. On Day 1, we will look at certain personal auto issues...from cost ...value...coverage standpoint. On Day 2, we will consider certain HO issues, umbrella issues...and ethics & YOU!
Day 1:
  • Proper business classification
  • Value or not of PIP deductible
  • Why high UM / UIM
  • Usefulness of understanding bailment
  • Regular use v. customary use...confusion could be costly
  • Tricks and traps of the MAP and auto rental
  • Physical damage coverage and auto equipment
  • Failure to furnish information and coverage denial
Day 2:
  • Importance of identifying and discussing business activities
  • Do you really understand the definitions of "residence premises" and "insured location" and the coverage or lack of coverage implications  for your clients?
  • The condo policy and the master policy deductible ... a potential double whammy
  • Insuring antiques...properly  v. by accident
  • Recreational vehicle ...and vacations...should the two mix?
  • Personal umbrella coverage ...not all policies are equal
  • Ethics:
    • Are you making ethical decisions?
    • Is there one right answer?
    • Helpful hints and guidelines in making an ethical decision

Instructor: Irene Morrill, CPCU, CIC, CRM, LIA, CPIW, CRIS, ARM, VP of Technical Affairs, MAIA

DATE 

MEMBERS

NON-MEMBERS

CLASS NAME

CITY

CEUs
2/29/12 246180 246180 CPPL - Comprehensive Personal Lines Coverage Milford, MA 14
3/6/12 246181 246181 CPPL - Comprehensive Personal Lines Coverage Randolph, MA 14
3/8/12 246182 246182 CPPL - Comprehensive Personal Lines Coverage Peabody, MA 14
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Registration Form
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City, State, Zip:  
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e-mail:
 
Class Date:  
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*NEW REQUIREMENT AS OF 1/4/2010*
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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!