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Sustain Success (CPIA 3) - Woburn, MA
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Sustain Success (CPIA 3) - Woburn, MA

Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

6/19/2017
When: 9:00 AM
Where: Crowne Plaza Woburn
15 Middlesex Canal Park
Woburn, Massachusetts  01801
United States
Presenter: Bruce Thomas, CPIA, CPCU, CRIS
Contact: Massachusetts Association of Insurance Agents
800-222-2699

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To register for this class please contact Massachusetts Association of Insurance Agents at 800-222-2699 or visit the Mass  Agent Website.



Important information about receiving and maintaining your CPIA Designation

Upon completion of the three part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the AIMS Society.  Diplomas are prepared on a quarterly basis.

The CPIA designation does require a biennial update. This update requirement can be satisfied by attending one of the following:

  • attend one of the core Insurance Success Seminars, CPIA 1 - Position for Success; CPIA 2 - Implement for Success; CPIA 3 - Sustain Success;

  • attend one of the Advanced Insurance Success Seminars;

  • maintain Individual or Group level membership in the AIMS Society

America's only Insurance Sales and Marketing Education Organization & Designation