12/5/2023
8:30 A:M- 4:30 P.M
This will be a virtual class
5 PC. 2 Ethics | 83880/86601 web: AIMS Provider #0394
Implement for Success (CPIA 2) - During this workshop, participants learn:
-specific tools for analyzing consumer need
-how to utilize risk identification techniques to gather pertinent prospect information
-skills necessary to assimilate information gathered into customized coverage recommendations
-hot to prepare a complete submission
-tips for preparing and presenting a comprehensive insurance proposal.
Throughout each section of the workshop materials, tips for preventing Errors & Omissions are highlighted and discussed.
7
5 PC. 2 Ethics | 83880/86601 web: AIMS Provider #0394
Implement for Success (CPIA 2) - During this workshop, participants learn:
-specific tools for analyzing consumer need
-how to utilize risk identification techniques to gather pertinent prospect information
-skills necessary to assimilate information gathered into customized coverage recommendations
-hot to prepare a complete submission
-tips for preparing and presenting a comprehensive insurance proposal.
Throughout each section of the workshop materials, tips for preventing Errors & Omissions are highlighted and discussed.
7
12/5/2023
8:30 A:M- 4:30 P.M
This will be a virtual class