Webinar - July 8, 2020 Position for Success (CPIA 1) - 8:30 a.m. - 4:30 p.m. Pacific Daylight Time
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Webinar - July 8, 2020 Position for Success (CPIA 1) - 8:30 a.m. - 4:30 p.m. Pacific Daylight Time

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. (Continued below)

When: 8:30 AM
Where: Webinar - 8:30 a.m. - 4:30 p.m. Pacific Daylight Time
United States
Presenter: Becky Lathrop, CPIA, CIC
Contact: Donna Gray

Online registration is closed.
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Within one (1) business day you will receive a confirmation email from GoToWebinar which will include the link to access the course on July 8, 2020. You will receive a separate email with a link to download the student workbook in advance of the class.

CE INFORMATION: This webinar course is approved for CE in these states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Iowa, Indiana, Kentucky, Maine, Maryland (pending), Massachusetts, Minnesota, Montana, New Jersey, New York, Nebraska, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin.

WEBINAR SCHEDULE: 8:30 a.m. – 4:30 p.m. Pacifit Daylight Time with a 10-minute break every hour and a 1-hour break for lunch 12 Noon - 1:00 p.m. PDT.

QUESTIONS: Please contact AIMS Society at 877-674-2742.

The Facilitator for this webinar is:

Becky Lathrop, CPIA, CIC

Becky is a Certified Insurance Counselor, a Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 25 years. She has spent the majority of her professional career in industry positions such as Business Consultant, Sales Manager, Underwriting Consultant, and Portfolio Manager.

Since 1998, Becky has been helping agencies to grow profitably by counseling them in areas such as workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation. She has developed and facilitates a Marketing/Profitability workshop to help agents manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities.

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 Marketing and Sales Education Organization & Designation