As we wrap up the week, take a moment to reach out to your clients for a quick check-in. Here are a few conversation starters: 1️⃣ Review Needs: Ask if there have been any recent changes in their lives or business operations that might require updates to their policies. 2️⃣ Claims Satisfaction: Check if they’ve had any claims recently and ensure they’re satisfied with the process. 3️⃣ Policy Understanding: Confirm they understand their current coverage and answer any questions they might have. 4️⃣ Feedback: Request feedback on your services and how you can better meet their needs. Building strong relationships is key to client retention and satisfaction. A quick check-in can make a big difference! . . . #FridayFocus #ClientCheckIn #InsuranceAgents #ClientCare #CPIAProgram
Certified Professional Insurance Agent (CPIA) designation program
Insurance
Richmond, VA 1,818 followers
Build your #insurance marketing and sales expertise with in-person and online training opportunities and earn your CPIA!
About us
The Certified Professional Insurance Agent (CPIA) Designation is the first-of-its kind, hands-on, how-to training on sales and marketing topics and techniques. It is nationally recognized as the mark of professionalism, commitment to professional training and results, and exceptional technical knowledge. In person and online insurance training opportunities provide actionable sales and marketing tips and continuing education credit in most states.
- Website
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http://www.cpia.com
External link for Certified Professional Insurance Agent (CPIA) designation program
- Industry
- Insurance
- Company size
- 501-1,000 employees
- Headquarters
- Richmond, VA
- Type
- Nonprofit
- Founded
- 1968
- Specialties
- CPIA designation program, insurance marketing and sales training, insurance agent classes online, online insurance certification courses, online insurance classes, online insurance training programs, insurance agent training online, insurance courses online, online insurance training, insurance training programs, online insurance school, insurance sales classes, insurance agent courses online, best online insurance schools, insurance training classes, best online insurance courses, best sales training for insurance agents, insurance sales training programs, and insurance sales training courses
Locations
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Primary
PO Box 35718
Richmond, VA 23235, US
Employees at Certified Professional Insurance Agent (CPIA) designation program
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June Taylor
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Bill Richards
Tailored Protection
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Ariel Rivera, MBA, CIC, CPIA
I help Insurance Companies and MGAs grow🚀their portfolio, increase retention🫱🏼🫲🏼 & revenues📈 by adding Cyber Liability Insurance to their…
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Edwin L. Lamont CIC, CRM, CPIA
Commercial Property-Casualty Sales Trainer, Author, Keynote Speaker, and Historian.
Updates
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Happy Wednesday! As we power through the week, remember the importance of staying connected and engaged with your clients. Here are a few ways to strengthen those relationships: 1️⃣ Personal Touch: Send a quick note or email to check in and show you care. 2️⃣ Share Insights: Provide valuable information or resources that might benefit them. 3️⃣ Celebrate Milestones: Acknowledge birthdays, anniversaries, or other significant events. Let’s make the rest of the week as productive and positive as possible! . . . #MidweekMotivation #ClientEngagement #InsuranceAgents #StayConnected #CPIAProgram
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Build relationships with your clients to understand their lifestyle and risk tolerance. This enables insurance professionals to better provide comprehensive coverage options for lives, homes, businesses, vehicles, and other valuable assets. Regularly review coverages and limits to confirm your clients are adequately protected in the event of a loss. Discuss expectations so policies deliver. . . . #BackToBasics #InsuranceEssentials #CPIA #ProperCoverage
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📚✨ Last 2 Course Opportunities This Month! ✨📚 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟮, 𝟮𝟬𝟮𝟰 Webinar: CPIA 2 (Implement for Success) Hosted by: Professional Insurance Agents of Virginia and DC 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟵, 𝟮𝟬𝟮𝟰 Webinar: CPIA 3 (Sustain Success) Hosted by: Professional Insurance Agents of Virginia and DC Don't miss out on these valuable learning opportunities! Register here: https://bit.ly/3THowby . . . #CPIADesignation #Courses #BackToSchool #LearningOpportunity
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Schedule regular coverage reviews with clients to ensure their insurance program still meets their needs and objectives. Life changes such as buying a new home, getting married, or having a baby can impact coverage needs. Businesses grow and change which impacts how insurance may respond. Regular reviews showcase your professionalism and attention to customer care. 📅 . . . #BackToBasics #InsuranceEssentials #CPIA #StayProtected #InsuranceReviews
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Back to school time provides a natural reminder of the endless possibilities that come with learning and growth. Mandela's quote highlights the transformative power of education for lifelong learners. As we embark on this new school year, let's embrace the spirit of learning and use it to drive positive change in our lives and communities. Remember, every new skill you acquire, every piece of knowledge you gain, adds to your ability to make a difference. Let's harness the energy of back-to-school season to fuel our personal and professional growth. Keep learning, keep growing, and keep changing the world! 📚🎒
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It's crucial to know the coverages, conditions, and exclusions in the insurance policies your firm offers to clients. Make sure you encourage your clients to read through policy documents and ask questions. Educating clients about coverage triggers, limitations, and deductibles will help avoid surprises in the event of a loss. 🏠🚗
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Check out the August CPIA Seminar Lineup! Tuesday, August 6, 2024: Webinar: An Agent’s Guide to Understanding & Mitigating Cyber Exposures Hosted by: Professional Insurance Agents of Louisiana, Professional Insurance Agents of Nebraska and Iowa, PIA Kansas, Professional Insurance Agents of Indiana, PIA of Wisconsin Tuesday, August 13, 2024: Webinar: CPIA 1 (Position for Success) Hosted by: PIA Western Alliance Thursday, August 15, 2024: Webinar: CPIA 1 (Position for Success) Hosted by: Professional Insurance Agents of Virginia and DC Thursday, August 22, 2024: Webinar: CPIA 2 (Implement for Success) Hosted by: Professional Insurance Agents of Virginia and DC Thursday, August 29, 2024: Webinar: CPIA 3 (Sustain Success) Hosted by: Professional Insurance Agents of Virginia and DC Don't miss out on these valuable learning opportunities! 📚 Register here: https://bit.ly/3THowby
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As the new school year kicks off, it's a great time to get back to basics and review business fundamentals. Here are some things to consider: 1️⃣ Proactive Renewal Reviews: Confirm that client coverage offerings are current and comprehensive at renewal time. 2️⃣ Update Info: Ensure client contact details are up-to-date. 3️⃣ Refresh Knowledge: Stay updated with industry news and plan continuing education classes. 4️⃣ Organize Workspace: Tidy up your desk to improve productivity. 5️⃣ Set Goals: Reflect and set new professional goals. 6️⃣ Client Outreach: Send a helpful back-to-school newsletter to stay connected. Here's to a successful season!
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