Each PL Concentration offers 5 Days of Entry-level, In-depth Training for New Agency Employees...

with Irene Morrill, CPCU, CIC, CRM, LIA, CPIW, CRIS, ARM
Vice President of Technical Affairs, MAIA

The program was developed to train a newly hired employee or cross-train an employee to be insurance literate, functional, confident and service/sales-oriented!

This is MORE than just a lecture. This multiple-day seminar is designed to provide “hands-on” practical application. Coverage will be discussed and practiced in an “account-rounding,” exposure analysis method. Each participant will work on his or her own, instilling individual growth, and work in a group to learn how to foster a team environment and attitude. Customer service and sales will be addressed throughout the course in regards to appropriate attitude, as well as insurance expertise.

Cancellation Policy: There will be a $105.00 cancellation fee if we are not notified prior to
14 business days before the first class of the concentration you are attending. Once class has started, there will be no refunds given. Please call Association Education at 1-800-222-2699 or email info@massagent.com

• HO Policy
• Condo Policy
• MPIUA / Fairplan
• Rating
• HO Issues

• MAP Edibility
• Coverage Selections Page
• Mandatory offer
• Important policy definitions
• MA Policy
• Important MA auto endorsements
• Auto application process
• Rating the MAP
• Auto Claim Process
• Personal Auto issues
• Registry Issues with the MA Client

• Insurance terms
• Customer Service
• Time Management
• Insuring the "toys"
• Dwelling Policy Coverage
• Personal Umbrella Coverage
• National Flood Insurance Program
• Fraud
• E&O
• Ethics
• Account Development