How to turn your technical knowledge into $$$$

Course Objective

This VIRTUAL workshop is designed to provide participants with an overview of the 3-part Certified Professional Insurance Agent (CPIA) professional development curriculum. The session, while providing a “Taste of CPIA,” provides valuable tips on the current insurance marketplace, risk analysis and management, account development and retention, and client-service in an interactive format. Agency sales managers, account managers, producers, internal support staff and company marketing personnel all benefit from this program.

SCOPE OF THE CPIA PROGRAM

The series of 3 CPIA Seminars lead to the Certified Professional Insurance Agent (CPIA) designation. This course of study is intended to enhance the marketing and sales skills necessary to become a dynamic and successful insurance professional. The scope of each CPIA session is as follows:

▪ CPIA 1 creates a “before the sale” inventory of self, organization, partners, resources, and markets and teaches the concept of making prospecting a process.

▪ CPIA 2 builds skills that will make the most of “during the sale” time with a prospect and focuses on techniques for turning a Prospect into a Customer.

▪ CPIA 3 presents recommendations to address “after the sale” issues such as customer service, account development, retention, and creating a referral program.

Please read the following notes
To Register -- Complete class registration by clicking the "Register For Class" button in the bottom center of this form.  All required information (indicated by *) must be included for the registration to process.

SELECT the date that works in your schedule and click “Register for Class”
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After registration is submitted you will automatically be directed to the payment page.  You do NOT need a Stripe account to process payment via debit/credit card.

All those registering for these courses will receive information about attending procedures from jkholstine@insuranceeducators.net.  Please check your spam folder if you do not receive these emails by the day prior to the event.  If not received, please contact Janet K Holstine at email jkholstine@insuranceeducators.net or phone or text 269-323-2042.

Thank you for your registration.  See you at the event for which you registered.  Please contact me with questions.

 Janet K Holstine at email jkholstine@insuranceeducators.net
phone or text 269-323-2042.


THANK YOU for registering for the Taste of CPIA Information course.

PLEASE NOTE: No information provided will be shared with others and will only be used to contact the registrant. 

Email is our default & preferred method of communication. Please provide your business AND personal email. This is necessary as we may need to contact you outside normal work hours or in the event there is an error in your email address. Cell phone numbers may be used to text if email bounces back. As a final means of contact, we will call during work hours if possible.