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Construction Risk & Insurance Specialist (CRIS) designation program in partnership with International Risk Management Institute, Inc. (IRMI®)
P&C, PL and LAH Licensing Programs Our licensing programs are a combination of self-study and classroom review...
Certified Insurance Service Representative (CISR) Program Top-quality professional training seminars
Streaming Live.../Classroom CE Check out our new programs for 2012!
Certified Professional in Personal Lines (CPPL) Designation Managed Competition has changed the way PL Account Managers do business...
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 Personal Lines Coverage Specialist (PLCS) Designation
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| 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 BRAND NEW DESIGNATION PROGRAM for Personal Lines Account Managers - the Personal Lines Coverage Specialist (PLCS) 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 Personal Lines Coverage Specialist (PLCS) Designation consists of five parts:
| TUITION/Part: |
$255.00/member |
$355.00/non-member |
| REGISTRATION: |
8:00
a.m. |
| CLASS
TIME: |
8:30 a.m. - 4:30 p.m.
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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 PLCS 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" 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 Thursday, November 3rd AND on Friday, November 4th.
- Day 2 will be offered on Saturday, November 5th ONLY.
Commerce Insurance a MAPFRE Company 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! |
Getting the Total Account - will debut at The BIG Event*
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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 *at The BIG Event...
Day 1 will be offered on Thursday, November 4th.
Day 2 will be offered on Friday, November 5th.
Commerce Insurance a MAPFRE Company has very graciously agreed to sponsor this program.
Instructor: Chris Sullivan, CIC |
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DATE
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MEMBERS
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NON-MEMBERS
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CLASS NAME
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CITY
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CEUs
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| 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
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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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Instructor: Curtis Pearsall, CPCU, ARM, AIAF, AU, CPIA
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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 two day 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.
| Day 1: |
- 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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| Day 2: |
- Utilize these tools as we explore:
- Stress Management
- Fear Busters for Troubled Times
- EQ - Emotional Intelligence
- Three Steps to Increasing Self Confidence
- Overcoming Procrastination
- Creating a Dynamic Life
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Instructor: Kathryn McGlynn, CH |
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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 in many personal lines coverage issues. Our focus will be in-depth and thorough. On Day , 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
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| 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
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Instructor: Irene Morrill, CPCU, CIC, CRM, LIA, CPIW, CRIS, ARM, VP of Technical Affairs, MAIA |
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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
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