Dear %%To_Name%%:
Earn the CE you need via PIA's Webinars, classroom programs, self-study programs or online.
February 3, 2012 Professional Insurance Agents
IN THIS ISSUE
PIACT's quality, CE-approved education programs are instructed by insurance industry experts and cover timely topics that keep you in the know. Our courses teach you to know your strengths and to connect with your customers. From classroom sessions to Webinars, PIACT offers something for every producer. Stay ahead of the curve and learn more, earn more with PIACT in 2012.
Introducing PIA's first new member benefit of 2012!
PIA introduces a crucial resource for navigating licensing requirements: Licensing Compliance/CE Central, a member-exclusive online tool kit for producers to understand and comply with ever-changing licensing and continuing education rules and regulations.
information about getting and maintaining your licenses;
rules and requirements for doing business in New Jersey and other states;
reporting requirements;
information on company appointments and terminations;
surplus-line licensing;
quick access to state and other licensing authorities;
Specific rules and regulations and CE requirements for specific products and areas of expertise (such as flood and long-term care);
FAQs and instant access to your member-exclusive Industry Resource Center for more specific or personalized questions; and
upcoming opportunities to earn valuable CE credits with PIA's quality education programs
PIACT Annual Convention: Registration is now open!
Join us at the state's largest convention for insurance professionals, with a tremendous trade show, education sessions and more. The Annual Convention returns March 15-16, 2012, at the MGM Grand at Foxwoods, Mashantucket, Conn.
Want to sponsor, exhibit or advertise? Get the 2012 marketing kit here.
Registration is now open!
The Professional Insurance Agents of Connecticut Spring CE Fest is happening on May 15, 2012, at the Four Points by Sheraton, Meriden. Get the CE you need, network with other insurance industry professionals and get the latest when it comes to ethics and insuring coastal property. Sheldon Hansen brings his expertise to the table for two dynamic education sessions. To register, call PIACT’s Education Department or visit our Website.
Package pricing: $170 member, $250 nonmember. Package includes both education sessions, refreshments and lunch.
Single sessions: $85 member, $125 nonmember.
May 15, 2012
9 a.m. - Noon
Spring CE Fest: Insuring Coastal Property
3 PC
$ 85
$125
Member
Nonmember
Sheldon Hansen, CIC, CRM, CPIA
May 15, 2012
1-4 p.m.
Spring CE Fest: Ethics - it's about doing the right thing
3 LRE
$ 85
$125
Member
Nonmember
Sheldon Hansen, CIC, CRM, CPIA
May 15, 2012
9 a.m. - 4 p.m.
Spring CE Fest Package w/lunch: Insuring Coastal Property & Ethics-It's About Doing the Right Thing
Webinar: Expand your agency revenue with digital marketing.
Don't miss an essential Webinar with digital marketing expert and insurance veteran Michael Jans, Wednesday, Feb. 22, 2012. Is your agency struggling to market in the fast-paced digital world? Are you stuck doing things the “old way?” This Webinar will show you what you are missing when it comes to the digital revolution and insurance marketing.
Topics include:
Changes in consumer research and buying behavior
How "mega-marketers" like GEICO, Progressive and Esurance are responding to that.
The LATEST changes in consumer behavior...(50% of searches will be on MOBILE) and why an simply having a website will be "yesterday's" Internet
Avoiding the 6 most common mistakes that agents make when they "go digital"
How to drive traffic to your site
What your site should and should NOT do
Using Social Media for traffic generation
How to use digital marketing on the "back end" to cross sell clients, get referrals and boost retention
"Advanced" technique that every agent should know: PURL's, Landing Pages, A/B Split Testing, video, etc. - all designed to boost response
Digital techniques to build a marketing/sales culture in your agency
Michael Jans is the president of Agency Revolution, an organization specializing in Search Engine Optimization, Social Media, Custom Campaigns, Automated Insurance Marketing System, Increase Leads and Traffic To Your Website, Pay Per Click, Website Design, and much more.
Michael Jans and his team have coached, trained and consulted with over 7500 insurance agents throughout 5 continents for almost 20 years. Michael is the author of over 23 different courses, books and programs, delivering high-profit business and marketing strategies to the insurance agency principal. His work has been featured in Rough Notes, American Agent & Broker, Independent Agent, The Canadian Underwriter, Best's Review and many more industry publications. Independent Agent called him "the marketing maven" and Professional Agent hailed him as "the insurance marketing guru." The offices of Agency Revolution are located in beautiful Bend, Oregon, overlooking the Cascade Mountain Range. Michael's clients praise his marketing breakthroughs for delivering real-world results.
Webinar: Maximizing your agency's internet presence, Feb. 23.
On Thursday, Feb. 23, 2012 , Technology Guru Steve Anderson, CIC, will lead a Webinar on Maximizing Your Agency's Internet Presence , which will instruct participants on how to optimize their search engine results. The presentation will focus on how insurance producers can maximize their Internet presence, so anyone can find them. This requires an understanding on how search engines work and then agents must learn the specific steps they can take to increase their chances of being visible to people who are searching. This presentation details what agents need to do to get started.
Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community.
The Certified Professional Insurance Agent designation program is PIA's latest offering in Connecticut, New Hampshire, New Jersey and New York. Brought to you in conjunction with the AIMS Society, the CPIA designation is a first-of-its-kind, hands-on, how-to, CE-approved insurance designation. Why is CPIA for you? Because your agency's success comes down to relationships—and CPIA is your building block. Additionally, the CPIA designation is approved by Fireman's Fund and Utica Mutual for E&O loss prevention credit. If you are truly dedicated to ensuring your independent agency succeeds in today's highly competitive market, consider the CPIA designation.
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Mar. 27, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
LRE 2, PC 5
$185
$225
Member
Nonmember
Four Points by Sheraton- Meriden, Meriden
Sheldon Hansen, CIC, CRM
May 23, 2012
8:30 a.m.-4 p.m.
CPIA Advanced Commercial Lines Risk Analysis for E&O Loss Prevention^FF^UM *Satisfies the CPIA designation's bi-annual update requirement. Non-CPIAs may also attend
Experience advanced insurance training with the CIC education program.
If you need CE credits, desire an advanced education experience and have the drive to succeed in a demanding profession, the CIC program is for you. The CIC program—presented exclusively by PIA in New York, New Jersey and Connecticut—is a nationally acclaimed continuing education designation developed by the National Alliance. Its course content and practical application make it the most essential program for both agency and company personnel. Plus, CIC institutes are approved for CE credit in all states.
You may complete the institutes in any order and need not attain a passing grade on the exam before continuing on to the next institute.You have five calendar years from the time you pass the first exam to complete the program. You are encouraged to complete all five to earn the designation, though this is not required (the exams are optional). Once achieved, the designation requires an annual update.
The five CIC Institutes consist of Personal Lines, Commercial Casualty, Commercial Property, Life & Health and Agency Management. For CIC designees, the advanced James K. Ruble Seminars fulfill the yearly update requirement while exploring hot topics.
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Feb. 8, 2012
2/8-11/12
CIC Commercial Casualty Institute
PC 20
$420
Marriott, Farmington
S. Lyon, CIC, CRM, CPCU, ARM, AAI, AIS, CRIS, CWCP; P. Deem, Sr., CIC; M. Palinkas, CIC
April 18, 2012
4/18-21/12
CIC Commercial Property Institute
PC 20
$420
Marriott Hotel - Hartford/ Windsor, Hartford
C. Trischan, CIC, CRM, CPCU, ARM, AU, AAI, CRIS; S. Hansen, CIC, CRM, CPIA; M. D'Orlando, CIC, LIA; M. Palinkas, CIC
June 20, 2012
6/20-23/12
CIC Agency Management Institute ^FF, ^UM
16 LH & 4 LRE; 16 PC & 4 LRE
$420
Hilton Hotel, Mystic
J. Lawrence, CIC; B. McCreadie, CIC, CPIA, AAI; K. Ambers, CIC, CISR, CPIA, CPSR, CPIW, CRMCS
Aug. 8, 2012
Aug. 8-9, 2012
CIC James K Ruble Graduate Seminar: Must be a dues-paying CIC or CRM member to attend.
CT: 16 PC & 4 ETHICS; or 12 PC, 4 LH & 4 LRE; or 8 PC, 8 LH & 4 ETHICS. NY: 15 BR, C3, PA, PC & 4 C1
$420
Waters Edge Resort & Spa - Westbrook, Westbrook
D. DiPirro, CIC, CPCU, AU; S. Lyon, CIC, CRM, CPCU, ARM, AAI, CRIS, AIS, CWCP; J. Dickinson, CPA, CIC, LUTCF
Sept. 19, 2012
Sept. 19-22, 2012
CIC Personal Lines Institute
PC 20
$420
Marriott Hotel - Hartford/ Windsor, Hartford
I. Morrill, CIC, CRM, CPCU, ARM, CPIW; S. Lyon, CIC, CRM, CPCU, ARM, AAI, AIS, CRIS, CWCP; M. Palinkas, CIC
Oct. 24, 2012
Oct. 24-27, 2012
CIC Agency Management Institute ^FF, ^UM
16 LH & 4 LRE; 16 PC & 4 LRE
$420
Marriott, Farmington
D. Stone, CIC, CPCU, CLU; J. Persky, CPA, CIC, PHR; S. Lyon, CIC, CRM, CPCU, ARM, AAI, CRIS, AIS, CWCP
Nov. 28, 2012
Nov. 28-Dec. 1, 2012
CIC Life and Health Institute
LH 20
$420
Marriott, Farmington
Rogers, CLU, ChFC; J. Rhinehart, CIC, CLU, ChFC, RHU; D. Fleming, LUTCF
PIA's Webinars: Earn CE without leaving your desk.
PIA's Webinars make it easy for you to get the insurance information you need to know while earning CE credits—from the convenience of your office. Upcoming topics include:
Date / Time
Program Title / Instructor
CE Credits
Registration
Feb. 23, 2012
11-Noon
Maximizing Your Agency's Internet Presence
Showing up on a search engine results page has become a key way to connect with your existing clients as well as generate new business. But, being found on the Internet takes much more than having an agency website and a Facebook page. Maximizing your Internet presence, so anyone can find you, requires understanding how search engines work and then learning the specific steps that any agency can take to increase their chances of being visible to people searching. The good news is that it costs little to get started. This presentation details what you need to do to get started.
Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community.
The Changing Consumer…and How to Use Digital Marketing to Grow Your Agency
Don't miss this essential Webinar with digital marketing expert Michael Jans!
Is your agency struggling to market in our fast-paced digital world? Are you stuck doing things the "old way?" This Webinar will show you what you are missing when it comes to the digital revolution and insurance marketing.
CE N/A
(other states)
Topics include:
1. Changes in consumer research and buying behavior
2. How "mega-marketers" like GEICO, Progressive and Esurance are responding to that.
3. The LATEST changes in consumer behavior...(50% of searches will be on MOBILE) and why an simply having a website will be "yesterday's" Internet
4. Avoiding the 6 most common mistakes that agents make when they "go digital"
5. How to drive traffic to your site
6. What your site should and should NOT do
7. Using Social Media for traffic generation
8. How to use digital marketing on the "back end" to cross sell clients, get referrals and boost retention
9. "Advanced" technique that every agent should know: PURL's, Landing Pages, A/B Split Testing, video, etc. - all designed to boost response
10. Digital techniques to build a marketing/sales culture in your agency
Michael Jans is the president of Agency Revolution, an organization specializing in Search Engine Optimization, Social Media, Custom Campaigns, Automated Insurance Marketing System, Increase Leads and Traffic To Your Website, Pay Per Click, Website Design, and much more.
Michael Jans and his team have coached, trained and consulted with over 7500 insurance agents throughout 5 continents for almost 20 years. Michael is the author of over 23 different courses, books and programs, delivering high-profit business and marketing strategies to the insurance agency principal. His work has been featured in Rough Notes, American Agent & Broker, Independent Agent, The Canadian Underwriter, Best's Review and many more industry publications. Independent Agent called him "the marketing maven" and Professional Agent hailed him as "the insurance marketing guru." The offices of Agency Revolution are located in beautiful Bend, Oregon, overlooking the Cascade Mountain Range. Michael's clients praise his marketing breakthroughs for delivering real-world results.
Protecting Private Client Information Part 1: Agent's Legal Duties
Information is at the core of every insurance organization, ranging from customer information to employee information to operational information to financial information. If leaked, stolen, or altered in any way, it may impact the organization's revenues and profits, reputation and brand, customer perception and result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its information secure. This class will explore what data needs protection, how data breaches occur and provide specific guidelines on how to properly protect that information.
Steve will discuss the following:
What Data needs Protection?
Laws & Regulations
Insurance Coverage Questions, including cyber liability
Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community.
March 28, 2012
10-11 a.m.
Protecting Private Client Information Part 2: Steps to Protect Client Information
Don't miss part two of Steve Anderson's protecting client information Webinar. Information is at the core of every insurance organization, ranging from customer information to employee information to operational information to financial information. If leaked, stolen, or altered in any way, it may impact the organization's revenues and profits, reputation and brand, customer perception and result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its information secure. This class will explore what data needs protection, how data breaches occur and provide specific guidelines on how to properly protect that information.
Steve will discuss:
Steps to Protect Client Data
Conducting an Information Security Audit
Employee Training
Plan Ahead – Create a Plan to Respond to a Security Incident
Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community.
April 24, 2012
10 a.m.-1 p.m.
E&O Hotspots...2012 and Beyond
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session. ^FF Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
The Changing Consumer…and How to Use Digital Marketing to Grow Your Agency
Don't miss this essential Webinar with digital marketing expert Michael Jans!
N/A
(other states)
Is your agency struggling to market in our fast-paced digital world? Are you stuck doing things the "old way?" This Webinar will show you what you are missing when it comes to the digital revolution and insurance marketing.
Topics include:
1. Changes in consumer research and buying behavior
2. How "mega-marketers" like GEICO, Progressive and Esurance are responding to that.
3. The LATEST changes in consumer behavior...(50% of searches will be on MOBILE) and why an simply having a website will be "yesterday's" Internet
4. Avoiding the 6 most common mistakes that agents make when they "go digital"
5. How to drive traffic to your site
6. What your site should and should NOT do
7. Using Social Media for traffic generation
8. How to use digital marketing on the "back end" to cross sell clients, get referrals and boost retention
9. "Advanced" technique that every agent should know: PURL's, Landing Pages, A/B Split Testing, video, etc. - all designed to boost response
10. Digital techniques to build a marketing/sales culture in your agency
Michael Jans is the president of Agency Revolution, an organization specializing in Search Engine Optimization, Social Media, Custom Campaigns, Automated Insurance Marketing System, Increase Leads and Traffic To Your Website, Pay Per Click, Website Design, and much more.
Michael Jans and his team have coached, trained and consulted with over 7500 insurance agents throughout 5 continents for almost 20 years. Michael is the author of over 23 different courses, books and programs, delivering high-profit business and marketing strategies to the insurance agency principal. His work has been featured in Rough Notes, American Agent & Broker, Independent Agent, The Canadian Underwriter, Best's Review and many more industry publications. Independent Agent called him "the marketing maven" and Professional Agent hailed him as "the insurance marketing guru." The offices of Agency Revolution are located in beautiful Bend, Oregon, overlooking the Cascade Mountain Range. Michael's clients praise his marketing breakthroughs for delivering real-world results.
Economic Drivers of Insurance Exposures...Where is Growth Coming From?
(other states)
Dr. Steven N. Weisbart, CLU Sr. VP and Chief Economist, Insurance Information Institute
Steven N. Weisbart is senior vice president and chief economist for the Insurance Information Institute. Dr. Weisbart oversees the Institute's program of economic research and analysis, preparing studies in support of the organization's communications mission, speaking to media and conducting briefings for member companies, industry organizations and public policymakers. A specialist in annuities, pensions, and life, disability and long-term care insurance, Dr. Weisbart frequently also makes presentations on property/casualty issues to industry audiences as well as legislative forums.
Since joining the I.I.I. in 2005, Dr. Weisbart has authored several significant research papers and articles on a variety of insurance issues, including the threat of an avian flu pandemic and the effect of the aging U.S. population on the property/casualty insurance industry.
Before joining the I.I.I., Dr. Weisbart served as vice president at Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) in New York, where he was responsible for reports and informational publications for customers and others on insurance, pensions and related financial topics. Prior to joining TIAA-CREF he was associate professor of Insurance in the Department of Risk Management and Insurance in the Robinson College of Business at Georgia State University. Dr. Weisbart is a member of the American Risk and Insurance Association and the Society of Financial Service Professionals.
Dr. Weisbart received his Ph.D. and Master of Arts degrees in economics from the University of Pennsylvania, where he was an S.S. Huebner Foundation Fellow. He received a Bachelor of Arts degree in English from Cornell University. Dr. Weisbart also holds the Chartered Life Underwriter (CLU) credential.
Dr. Weisbart has authored and co-authored four books as well as papers that have appeared in numerous publications, including the Journal of Risk and Insurance, the Journal of Financial Service Professionals (where he was previously an Associate Editor), the CPCU Journal and Best's Review. Currently he serves on the editorial board of the Risk Management and Insurance Review. He has been quoted in leading publications such as The Wall Street Journal and Newsweek.
Dr. Weisbart is an adjunct professor at the School of Risk Management, Insurance, and Actuarial Science in the Tobin College of Business at St. John's University.
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session. ^FF Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session. ^FF Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244. Have E&O questions? Contact PIA's E&O Dept: (800) 424-4244.
The CISR program is a CE credit-approved, nationally recognized designation program for a practical, hands-on approach to learning. To earn the CISR designation, you must complete all five of the courses and exams within three calendar years following the year in which you successfully complete the first exam. However, anyone is welcome to attend the classes without taking the exams. There is a yearly designation update requirement.
PIA Education & Conference Department
Professional Insurance Agents
25 Chamberlain Street
P.O. Box 997
Glenmont, NY 12077
Phone: (800) 424-4244
Fax: (888) 225-6935 http://www.pia.org
Refreshments are provided at all classroom programs; lunch is not provided.
Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.
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Experience advanced insurance training with the CIC education program. 
Customers won't forget an account manager or CSR who has the CISR designation—
