The BIG Event 2017: MAIA's Annual Convention and Trade Show
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SESSIONS BY LEARNING TRACK
Exhibit Hall
Licensing Program
CPPL
Sales & Marketing Track
Personal Lines
Commercial Lines
Personal & Commercial Lines
E&O
Management
Personal & Career
Receptions/Food Functions

SESSIONS BY DAY
Thursday, Oct 26
Friday, Oct 27
Saturday, Oct 28
Sunday, Oct 29

 

 Saturday, Oct 28th
9:15 am - 4:15 pm

CPIA 3: Sustain for Success
CEUs: 5

Speaker(s): Bruce Thomas, CPCU, CRIS, CPIA


The Certified Professional Insurance Agent (CPIA) Designation seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. To earn the CPIA designation, candidates are required to participate in a series of three, one-day core workshops called the Insurance Success Seminars. During CPIA-3 Sustain for Success you will review Review methods of providing evidence of insurance coverage Discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints Review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards Discuss tips for preventing Errors & Omissions


Bruce Thomas is an independent insurance education presenter, operating out of Pawtucket, Rhode Island. Currently, he facilitates courses for the Independent Insurance Agents and Brokers of America, the American Insurance Marketing and Sales Society (CPIA courses), the International Risk Management Institute, the American Institute for CPCU, and the Insurance Institute of America. Bruce also instructs various courses designed to fulfill agency personnel's need for Continuing Education requirements. As a long-time member of the Society of Insurance Trainers and Educators (SITE), Bruce has given workshops and seminars on "Presentation Techniques" at several national conferences. He is a member of the Bay Colonies Chapter of the American Society of Training and Development (ASTD). Both his agency and company experience provide unique perspectives to his present work in the field of insurance education.

SPEAKER(s) ALSO PRESENTING:
CPIA 1: Position for Success
CPIA 2: Implement for Success

Sponsored by...
MAPFRE Insurance

     

The Big Event is hosted by ...
Massachusetts Association of Insurance Agents
91 Cedar Street Milford, MA 01757
800-742-6363 | 508-634-2900
massagent.com®