New York-resident insurance producers will find that a number of deadlines occur in 2012 for completing their continuing education requirements. Rely on PIA when it comes to your CE needs.
PIANY offers a wide variety of approved CE programs, including many popular “bridge” courses that count toward renewing all classes of license. PIANY's quality 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, PIANY offers something for every producer. Stay ahead of the curve and learn more, earn more with PIANY in 2012.
Every producer born in an even-numbered year will need to renew his or her individual producer licenses in 2012. In addition, three major types of business-entity license also renew in 2012. This will require sublicensee(s) listed on these business licenses to complete their requisite CE during the biennial licensing period of the specific business license that is expiring.
PIANY is here to guide you with Licensing Compliance/CE Central, 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 New York state's changing licensing and continuing education rules and regulations.
The keystone of this new benefit is an interactive compliance calendar to help New York state agents identify the most advantageous time to maximize their CE credits as that state finalizes its conversion to birth-date based licensing this year. A full-color print version will appear in the centerfold of your January edition of PIA magazine, or for the interactive version, click here.
information about getting and maintaining your licenses;
rules and requirements for doing business in New York and other states;
reporting requirements;
information on company appointments and terminations;
excess-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
PIANY members will find a more detailed explanation, as well as tools to track their applicable CE deadlines, by reading QuickSource document No. QS31273, by Ellen D. Kiehl, Ph.D.
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.
PIANY's second annual CE Marathon gets you to the finish line with four CE-approved sessions and networking luncheons, March 13-14 in Delmar, N.Y. Earn up to 15 NYCE credits.
Don't miss this marathon insurance continuing education event, at Normanside Country Club, Delmar, N.Y. Earn up to 15 NYCE credits. Insurance expert Steven Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS brings his expertise to the Capital Region and will cover the following topics:
Final chance for NYAIP continued certification course
Every four years, producers certified to place and service business with the New York Automobile Insurance Plan are required to complete a NYAIP Producer Procedures Course. The current four-year compliance period that began Jan. 1, 2009, is coming to an end in 2012. So, this year is your final opportunity to stay in good standing as a certified producer.
Since many individual and business-entity licenses also renew in 2012, it pays to pick and lock-in a course date now that benefits you the most.
To ensure all PIANY members who still need the NYAIP course have a convenient opportunity to take it by the deadline, PIANY has scheduled multiple programs throughout the year. You're sure to find a classroom program near you, or a two-part Webinar that fits your schedule.
PIANY offers two choices for fulfilling the requirement. Our classroom courses provide a full 5 continuing education credits approved for the BR, PC, PA and C3 licenses. Our new NYAIP Webinars (for continued compliance only) provide 4 CE credits for these license classes. Plan now to keep your NYAIP certification, while earning CE credits toward your next license renewal date.
New! Comply via Webinar. Producers completing the course to maintain their existing certification now have a new option to take the course via Webinar. (Note: Webinars are not approved for getting your original, first-time certification.) PIANY scheduled two-part Webinars throughout the year. Pick one now, to maximize the Webinar's effectiveness for your NYAIP update certification, as well as any CE fulfillment needs.
All Webinars are presented by popular instructor Mishell Magnusson, CIC, CISR, FIPC. The online program is presented on two successive days (both parts must be taken to qualify for NYAIP certification and CE credits). Choose from these 2012 dates: April 11-12; May 30-31; Aug. 14, 16; Nov. 27-28; and Dec. 4-5.
Choose a class near you. Complete your NYAIP course in a single half-day—in person! Our classroom programs are instructed by Mishell Magnusson, CIC, CISR, FIPC, or acknowledged NYAIP expert Brenda Kossover-Garzia, CIC. (Note: Only classroom instruction qualifies, if you need a new certification for yourself or someone in your office.)
Choose your location and register now to ensure your spot, as these popular, required courses fill up fast: Albany, June 14, Oct. 25; Bayside, April 25, Oct. 12, Nov. 30; Brooklyn, Sept. 10, Nov. 29; Buffalo, June 12, Oct. 25; Elmsford, Sept. 11, Oct. 15; Manhattan, April 26, Sept. 13, Oct. 16, Dec. 5; Newburgh, Sept. 6, Oct. 11, Dec. 4; Ronkonkoma, Oct. 10, Nov. 28; Syracuse, June 13, Oct. 24; and Woodbury, April 24, Sept. 7, Dec. 3.
Take the mystery out of NYAIP rules and procedures by interacting with expert instructors. These classes provide a great refresher for anyone who uses the NYAIP market and sound training for new employees. PIANY is proud to bring value to New York's producers by offering these quality programs. Don't delay—courses will sell out quickly.
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.
2012 New York CIC schedule
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Feb. 2, 2012
2/2-4/12
CIC Personal Lines Institute
15 PC, BR, C3, PC, PA
$430
Four Points Sheraton, Plainview
I. Morrill, CIC, CRM, CPCU, ARM, CPIW; S. Lyon, CIC, CRM, CPCU, ARM, AAI, CRIS, AIS, CWCP; M. D'Orlando, CIC, LIA
Mar. 21, 2012
3/21-24/11
CIC Life and Health Institute
15 LA, C1, LB
$420
Sheraton Syracuse University Inn, Syracuse
Douglas J. Fleming, LUTCF; Charles C. Matejowsky, CIC, LUTCF; Jo Ann Dickinson, CPA, CIC, LUTCF
April 25, 2012
4/25-26/12
CIC James K. Ruble Graduate Seminar: Must be a dues-paying CIC or CRM member to attend.
Various, depending on your sessions
$420
Crowne Plaza Hotel & Conf. Center, Suffern
P. Burkett, J.D., CIC, CRM, CPCU, ARM, ALCM; C. Amrhein, AAI; D. Engelhardt, CIC, CFP, LUTCF, LIC, RFC
May 16, 2012
5/16-19/2012
CIC Commercial Casualty Institute
15 PC, BR, C3, PA
$420
Hilton Garden Inn, Buffalo
Duane M. DiPirro, CIC, CPCU, AU; Mishell K. Magnusson, CIC, CISR, AAI, FIPC; John F. Kitson, CIC, CPCU, AU, AIM
Sept. 12, 2012
9/12-15/2012
CIC Agency Management Institute ^FF, ^UM
15 PC, BR, C3, PA, LA, C1, LB
$420
Conference Center at Lake Placid , Lake Placid
P. Monacelli, CIC, CPIA; B. McCreadie, CIC, CPIA, AAI; M. LaPorte, CIC, CPCU
Oct. 17, 2012
10/17-18/2012
CIC James K. Ruble Graduate Seminar: Must be a dues-paying CIC or CRM member to attend.
Various, depending on your sessions
$420
Turning Stone Casino Resort, Verona
D. DiPirro, CIC, CPCU, AU; M. Segale, CIC, CISR, RPLU, CISC, AFIS, CRIS, ACSR; J. Dickinson, CPA, CIC, LUTCF
Oct. 24, 2012
10/24-27/2012
CIC Life and Health Institute
15 LA, C1, LB
$420
Holiday Inn, Lake George
J. Dickinson , CPA, CIC, LUTCF; D. Engelhardt, CIC, CFP, LUTCF, LIC , RFC; D. Fleming, LUTCF
Nov. 8, 2012
11/8-10/12
CIC Commercial Casualty Institute
15 PC, BR, C3, PA
$420
Crowne Plaza, Holtsville
J. Kitson, CIC, CPCU, AU, AIM; M. Magnusson, CIC, CISR, AAI , FIPC; P. Burkett, J.D. CIC, CRM , CPCU, ARM , ALCM
Dec. 5, 2012
12/5-8/12
CIC Commercial Property Institute
15 PC, BR, C3, PA
$420
Hotel Sierra, Fishkill
C. Trischan, CIC, CRM CPCU, AU, AAI, ARM, CRIS; L. Hollada, CIC, CPCU, CPIA; M. Palinkas, CIC
Rely on the CISR designation in 2012 to give you top insurance training; CE credits.
Customers won't forget an account manager or CSR who has the CISR designation— because they deliver service that is truly noticeable. The CISR program is a CE credit-approved, nationally recognized designation program that takes 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. Courses include: Agency Operations, Commercial Casualty, Commercial Property, Personal Auto and Personal Residential.
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Mar. 6, 2012
8 a.m. -4:15 p.m.; Ex: 4:15-5:15 p.m.
PIA's CE-approved Webinars: Get the CE you need without leaving your desk.
PIANY will be delivering many more live Webinars to your desk throughout 2011. Most programs are approved for CE credits and 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. 2, 2012
10 a.m.-1 p.m.
Understanding the National Flood Insurance Program (3 hour)
*New 3-hour format, get your NFIP & CE credit in one 3-hour session.
If the flood waters rise, are your customers covered? Flood expert Rita Hollada will make sure you cover all of your bases, so do not miss this Webinar series.
These courses explain the NFIP in-depth and meet FEMA's requirements for section 207 of the Flood Insurance Reform Act. All insurance agents who sell Standard Flood Insurance Policies issued through the NFIP should attend.
NY: 3 BR, C3, PC, PA (NYCR-236097), NFIP-approved
CT: 3 FLOOD (106025)
NH: 3 FLOOD (471577)
NJ:3 NFIP Flood (88892155)
(other states)
Rita Hollada, CIC, CPCU, CPIA
Vice-President of The Insurance Professionals, Inc.
Rita Hollada is the Vice-President of The Insurance Professionals, Inc., a consulting and professional education group. She is an honors graduate of Virginia Tech in Blacksburg, Virginia and began her professional career in human resources management before entering the insurance industry in 1979 when she and her husband started an agency from scratch. She remains a licensed agent and broker.
Rita earned the designation of Accredited Advisor in Insurance in 1983, followed by the designations of Chartered Property Casualty Underwriter in 1987 and Certified Insurance Counselor in 1988. In 1997, she was awarded PIA National's Presidential Award for her work with flood insurance and natural disaster legislation. She received the CPIA designation in 1998 after assisting that organization with the development of its Saleswise Success Seminars.
Rita remains an active member of the insurance industry, representing PIA National on several committees. She is also a contributor to numerous magazines and professional journals. Rita wrote a regular column on flood insurance issues for the Professional Agent Magazine for several years. She currently serves on the Flood Insurance Producers National Committee where she served as Chairman for two years. She also has served on the board of the Natural Disaster Coalition.
In addition to the insurance industry, Rita has been invited to speak on effective communication and customer service to many diverse groups. She is a member of the National Faculty of the CIC program as well as an instructor for other National Alliance programs. She designs and instructs special topic courses for insurance companies, agencies, industry associations and local community colleges and often works as a consultant with agencies on agency management issues.
NJ PAIP/CAIP Producer Procedures Course Parts 1 & 2
PAIP/CAIP certification is required every four years, from the date of your last certification course. This course, offered by webinar, consists of two webinars, Parts 1 & 2. Both parts must be completed for PAIP/CAIP certification; the course must be completed in no more than two sessions. All sessions must be completed by the same person. Session 2 must be completed within 12 months of Session 1.
NJ: 4 GEN
2-part package registration $80 member, $100 nonmember per person/per computer. Each registrant must be registered and logged in individually to earn credit. Both sessions must be completed by the same person. Registration fee includes a PDF copy of the PAIP/CAIP manual, to be included in your confirmation.
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 11 &
April 12, 2012
11 a.m.-1 p.m.
2-part Webinar: NY AIP Producer Procedures Course
NY: 4 BR, C3, PC, PA
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
Manuals and subscription requirements
Purchasing supplies, eligibility and quotas
Private passenger classifications, discounts
Coverages, surcharges, payment options
Effective dates of coverage
Regulation 79 - NY Inspection Requirements
Assignment hierarchy
Insurer obligation and performance standards; peer review panel
Cancellations, appellate rights, suspensions
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
Mishell Magnusson, CIC, CISR, FIPC KJM Consulting & Training, Inc.
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association.
*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.
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
Manuals and subscription requirements
Purchasing supplies, eligibility and quotas
Private passenger classifications, discounts
Coverages, surcharges, payment options
Effective dates of coverage
Regulation 79 - NY Inspection Requirements
Assignment hierarchy
Insurer obligation and performance standards; peer review panel
Cancellations, appellate rights, suspensions
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
Mishell Magnusson, CIC, CISR, FIPC KJM Consulting & Training, Inc.
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association.
*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.
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
Manuals and subscription requirements
Purchasing supplies, eligibility and quotas
Private passenger classifications, discounts
Coverages, surcharges, payment options
Effective dates of coverage
Regulation 79 - NY Inspection Requirements
Assignment hierarchy
Insurer obligation and performance standards; peer review panel
Cancellations, appellate rights, suspensions
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
Mishell Magnusson, CIC, CISR, FIPC KJM Consulting & Training, Inc.
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association.
*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.
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
Manuals and subscription requirements
Purchasing supplies, eligibility and quotas
Private passenger classifications, discounts
Coverages, surcharges, payment options
Effective dates of coverage
Regulation 79 - NY Inspection Requirements
Assignment hierarchy
Insurer obligation and performance standards; peer review panel
Cancellations, appellate rights, suspensions
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
Mishell Magnusson, CIC, CISR, FIPC KJM Consulting & Training, Inc.
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association.
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
he following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
Manuals and subscription requirements
Purchasing supplies, eligibility and quotas
Private passenger classifications, discounts
Coverages, surcharges, payment options
Effective dates of coverage
Regulation 79 - NY Inspection Requirements
Assignment hierarchy
Insurer obligation and performance standards; peer review panel
Cancellations, appellate rights, suspensions
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
Mishell Magnusson, CIC, CISR, FIPC KJM Consulting & Training, Inc.
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association.
Need E&O loss prevention credit? Earn CE and E&O loss prevention credit with PIANY's E&O approved courses. See 2012 courses below, watch our schedule for additional locations.
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Mar. 6, 2012
8 a.m. -4:15 p.m.; Ex: 4:15-5:15 p.m.
P. Monacelli, CIC, CPIA; B. McCreadie, CIC, CPIA, AAI; M. LaPorte, CIC, CPCU
Oct. 9, 2012
8:30 a.m.-4 p.m.
CPIA 2011-2013 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
7 PC, BR, C3, PA, LA, C1, LB, LSB
$185 $250
Member Nonmember
PIA Headquarters, Glenmont
Sheldon Hansen, CIC, CRM
May 1, 2013
5/1-4/13
CIC Agency Management Institute ^FF, ^UM
15 PC, BR, C3, PA, LA, C1, LB
$420
Hilton Garden Inn, Buffalo
^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: -424-4244. Have E&O questions? Contact PIA's E&O Dept: (800) 424-4244.
Come see why top insurance professionals have chosen to pursue the CPIA designation.
Learn how to establish a culture of success at your agency with the CE-approved Certified Professional Insurance Agent designation. The CPIA program presents a systematic approach to running your agency—and when applied, gets all of your employees on the same page with regards to what your strengths are, how to avoid error and omissions, how to handle your claims, what process to take to handle your renewal business, how to make ethical decisions, and how to handle complaints.
The three Insurance Success Seminars are:
Position for Success (CPIA 1)
Implement for Success (CPIA 2)
Sustain Success (CPIA 3)
What will I learn? The Insurance Success Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute comprehensive insurance programs. Participants leave with ideas that will produce results immediately.
How do I earn it? To earn the CPIA designation, candidates participate in a series of three one-day Insurance Success Seminars
Is there a test involved? No, there are no exams.
Date / Time
Program Title / Location
CE Credits / Speaker
Registration Info
Mar. 28, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh
Sheldon Hansen, CIC, CRM
Mar. 29, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Four Points Sheraton, Plainview
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
April 17, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012!
Mishell Magnusson, CIC, CISR, FIPC
April 18, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
$185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012!
Mishell Magnusson, CIC, CISR, FIPC
April 19, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012!
Mishell Magnusson, CIC, CISR, FIPC
May 16, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
$185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh
Sheldon Hansen, CIC, CRM
May 17, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
$185
$225
Member
Nonmember
Four Points Sheraton, Plainview
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
May 22, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo
Mishell Magnusson, CIC, CISR, FIPC
May 23, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
$185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo
Mishell Magnusson, CIC, CISR, FIPC
May 24, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
TBA, Ithaca
Mishell Magnusson, CIC, CISR, FIPC
June 19, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo
Mishell Magnusson, CIC, CISR, FIPC
June 20, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
$185
$225
Member
Nonmember
Andrews Agency, Ithaca
Mishell Magnusson, CIC, CISR, FIPC
June 21, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Andrews Agency, Ithaca
Mishell Magnusson, CIC, CISR, FIPC
Sept. 5, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh
Sheldon Hansen, CIC, CRM
Sept. 6, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
$185
$225
Member
Nonmember
Four Points Sheraton, Plainview
Sheldon Hansen, CIC, CRM
Oct. 9, 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
7 BR, C3, PC, PA
$185
$225
Member
Nonmember
PIA Headquarters, Glenmont
Sheldon Hansen, CIC, CRM
CPIA program practical benefits: beneficial for all insurance personnel, especially customer service representatives; register for one, two, or all three programs; and no final exam. Through this program, participants will learn how to work effectively with different personality types; will learn how to analyze customers' needs properly; and get tips for preventing errors and omissions. For more information and to register, go to the CPIA web page.
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 unless noted. 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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