This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

CPIA1 - Position for Success

January 23, 2020 7:30 AM - 4:00 PM (CST)

Description

PIA is pleased to announce an outstanding opportunity for you to receive hands-on, how-to training that you can immediately put to work back at your office! 

CPIA 1 –Position for Success

Course objectives:During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed. 

Insurance Success Seminars and the CPIA designation are developed by the American Insurance Marketing and Sales Society (AIMS). These courses are designed for company and agency sales managers, high-performing producers, new producers who want to jump start their careers, and anyone who wants to ignite a sales fire within their organization.

Can’t attend all three sessions as scheduled? Each session is approved for 7 hr. CE credit and serves as a stand-alone course that provides valuable information for your agency. While you must attend all three sessions to earn the CPIA designation, you DO NOT need to take all three sessions in order—simply catch the course you missed the next time it is offered!

The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success seminars, participation in any one of the Advanced Insurance Success seminars, or by maintaining individual or group membership in AIMS (You must notify PIA if you are an AIMS Member).

This year’s seminars will be presented by Steve Becher, CIC, CPIA. Steve is the Executive Director of the PIA of North Dakota. Prior to joining PIA, Steve was a teacher and coach. He also spent 18 years in the property/casualty business as an agent and later as agency manager of an independent insurance agency in West Fargo, ND. Steve consistently receives high reviews for educational classes, including the CPIA seminars.

The 2020 CPIA seminars are scheduled as follows:

CPIA1: Thursday, January 23, 2020

CPIA2:  Tuesday, February 18, 2020

CPIA3: Tuesday, March 17, 2020


CPIA1—Position for Success  Participants focus on internal and external factors affecting the development of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding.


CPIA2—Implement for Success  During this session, participants are provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.


CPIA3—Sustain Success This program focuses on fulfilling the implied promises contained in the insuring agreement. Students review methods of providing evidence of insurance coverage and discuss policies and procedures for con- trolling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of cli- ent complaints.


Time

Registration: 7:30—8:00 AM 

Class Schedule: 8:00 AM—4:00 PM - Breaks provided

The registration fee includes a light breakfast, boxed lunch, and CE. This course is certified/approved by the department of insurance, but such certification does not imply endorsement of the course by the commissioner. 

The class will take place in the Superior A classroom in the office of Western National. We will be providing further information about the designated parking area at Western National.  

Cancellation Policy: No refunds for cancellations. 

Registration Fees are deductible as ordinary business expenses; however, they may not be considered charitable contributions. 

Location and time subject to change.

In accordance with Title III of the Americans with Disabilities Act, all registrants are invited to advise us of any disability and any requests for accommodation of that disability. Your request should be submitted as far in advance as possible by contacting this office at (866) 749-8678 or info@piamn.com.

*If you need to contact us the day of the event, please call Greg's cell phone (952-693-8617). Thanks and we look forward to seeing you!

Location

Western National Insurance

Superior A Room - signs will direct you to the classroom.  A security badge will be provided for class attendees.

Pricing

$150 PIA Members / $175 Non-Members

*Platinum Partners receive one complimentary registration

Contact Information

Professional Insurance Agents of Minnesota
Name: Amy Boys
Phone: 952-512-2000
Email: amyb@piamn.com
Details: Please call us with any questions at 952-512-2000 or toll-free 866-694-7070. If mailing a check for your registration, please send payment to PIA of MN - 8646 Eagle Creek Circle, Suite 202 - Savage, MN 55378.
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.

Address


Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}

Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Donation/Contribution") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code

This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}