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Personal Lines Training School Concentrations

NEW...A 3-Part Program for 2013!
Personal
Residential
Personal
Automobile
Personal Lines
Miscellaneous

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
.

You can sign up for 1, 2 or all 3 Concentrations!
1 Concentration $399.00 / member $499.00 / non-member
2 Concentrations $728.00 / member $828.00 / non-member
3 Concentrations $987.00 / member $1087.00 / non-member
IF YOU ARE GOING TO SIGN UP FOR 2 OR MORE CONCENTRATIONS, PLEASE CALL THE ASSOCIATION AT 800-222-2699.

REGISTRATION: 8:30 a.m.
CLASS TIME: 9:00 a.m. to 4:00 p.m.

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

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 Residential Concentration (35 CEs)
  • HO Policy
  • Condo Policy
  • MPIUA / Fairplan
  • Rating
  • HO Issues
Personal Residential Concentration:
September 3, 6, 9, 11 & 12, 2013
MAIA's Training Center, Milford, MA
DATE  MEMBERS NON-MEMBERS CLASS NAME CITY CEUs
9/3/13 247148 247148 P LTraining Concentration-Personal Residential Milford, MA 35
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Personal Automobile Concentration (35 CEs)
  • 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
Personal Automobile Concentration:
September 16, 18, 23, 25 & 27, 2013
MAIA's Training Center, Milford, MA
DATE  MEMBERS NON-MEMBERS CLASS NAME CITY CEUs
9/16/13 247376 247376 P L Training Concentration-Personal Automobile Milford, MA 35
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Personal Lines Miscellaneous Concentration (35 CEs)
  • 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
Personal Lines Miscellaneous Concentration:
September 30, October 2, 3, 4 & 8, 2013
MAIA's Training Center, Milford, MA
DATE  MEMBERS NON-MEMBERS CLASS NAME CITY CEUs
9/30/13 247377 247377 P L Training Concentration-Personal Lines MISC Milford, MA 35
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Format...Some Lecture, Some Questions & Answers, Individual Practice
Assignments and Group Practice Assignments

Questions...
about the Concentrations, please email Heather Kramer, CIC, VP of Training at hkramer@massgent.com or call 800.222.2699

Register by...
  1. Online (see above)
  2. Registration Form (print pdf)
  3. Phone 800.222.2699
IF YOU ARE GOING TO SIGN UP FOR 2 OR MORE CONCENTRATIONS,
PLEASE CALL THE ASSOCIATION AT 800-222-2699.