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Certified Professional in Personal Lines (CPPL) Designation Sales is everyone's job within the agency.
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Certified Professional in Personal Lines (CPPL) Designation
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| Sales is everyone's job within the agency. Does your staff have the tools necessary to be successful at it?
To meet the challenges of combining great service with the next sales opportunity, 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:
Personal Lines Professional (PIP) / Getting the Total Account /
Loss Control and Prevention / Comprehensive Personal Lines Coverage |
| TUITION per 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: |
$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
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Personal Insurance Professional "PIP"
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 … |
Offered at The BIG Event 2013...
Day 1 will be offered on Friday, November 8th.
Day 2 will be offered on Saturday, November 9th. |
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MAPFRE | Commerce Insurance has very graciously agreed to sponsor this program. |
Instructor: Kathy Silvia, CPCU, CPIW, CIC, LIA, The Fair Insurance Agency |
Personal Lines Professional (PIP) will be offered at "The BIG Event"on
Friday, November 8th & Saturday, November 9th...info coming soon! |
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
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| 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
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Instructor: Chris Sullivan, CIC
Read what people are saying about Getting the Total Account....
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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 |
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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 a lot 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 |
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| DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 6/4/13 |
247353 |
247353 |
CPPL - Getting the Total Account |
Peabody, MA |
8 |
| 6/11/13 |
247354 |
247354 |
CPPL - Getting the Total Account |
Randolph, MA |
8 |
| 6/18/13 |
247355 |
247355 |
CPPL - Getting the Total Account |
Milford, MA |
8 |
| 6/25/13 |
247356 |
247356 |
CPPL - Getting the Total Account |
Chicopee, 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
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| 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
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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
Read what people are saying about Loss Control and Prevention....
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I just want to thank you again for a great class….very informative and excellent information. I hope to have you as an instructor again some time….I really enjoyed the class.
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| Carole S., Account Manager, Needham HeightsMA |
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| DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 9/17/13 |
247357 |
247357 |
CPPL - Loss Control & Prevention |
Milford, MA |
14 |
| 9/19/13 |
247358 |
247358 |
CPPL - Loss Control & Prevention |
Randolph, MA |
14 |
| 9/23/13 |
247359 |
247359 |
CPPL - Loss Control & Prevention |
Peabody, MA |
14 |
| 9/25/13 |
247360 |
247360 |
CPPL - Loss Control & Prevention |
Chicopee, 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?
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| Afternoon: |
- Utilize these tools as we explore:
- Stress Management
- Three Steps to Increasing Self Confidence
- Overcoming Procrastination
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Offered at The BIG Event 2013...
The Whole Person - The Whole Employee will be offered on Saturday, November 9th at MAIA's Annual Conference & Trade Fair in Boston, MA. |
Instructor: Kathryn McGlynn, CH
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The Whole Person - The Whole Employee will be offered at "The BIG Event"on
Saturday, November 9th...info coming soon! |
Comprehensive Personal Lines Coverage
In this two day session, we will dig deep into many personal lines coverage issues.
| Day 1: In-depth look at certain HO issues, umbrella issues and ethics & you |
- 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 vehicles ...and vacations...should the two mix?
- Insuring personal events, host liquor coverage and the HO policy
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| Day 2: In-depth look at certain personal auto issues...from cost...value..coverage standpoint |
- 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
- Personal umbrella coverage...not all policies are equal
- Addressing worldwide coverage for auto and home
- operator exclusion...or not
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Instructor: Irene Morrill, CPCU, CIC, CRM, LIA, CPIW, CRIS, ARM, VP of Technical Affairs, MAIA |
Finished for 2013 - Call Association Education at
1-800-222-2699 for future scheduling.
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