Webinar Wednesdays / Summer 2008 Schedule
Understanding Client Behavior provides producers and customer service personnel with a basic awareness of various behavioral styles. Using the parameters of the D.I.S.C. behavioral profile, participants will learn the Do’s and Don’ts of interacting with various types of prospects and clients. Keeping in mind that sales is 2% product knowledge and 98% understanding people according to Ira Hayes, the world’s greatest salesman, this session will provide an added dimension for success to any sales or service persons’ repertoire. Dates & Times: June 4 – 10 a.m.; June 25 – 1 p.m.; July 9 – 12 noon (all times are Eastern time)
Productive Prospecting is designed for anyone in the agency responsible for new business development, cross-selling or account rounding. This session is also ideal for insurance company marketing representatives who are looking for ways to assist their agents with business development and retention. During this session, we’ll discuss innovative ideas for finding and qualifying quality prospects (personal lines & commercial lines); considerations when developing niche marketing approaches; and methods for establishing prospecting as a “process” within the agency. Dates & Times: June 4 – 1 p.m.; July 2 – 12 noon (all times are Eastern time)
Earning Referrals is recommended for anyone with responsibility for new business development. Keeping in mind that the best new business is referral business, this session will stress the importance on having everyone in the agency on the lookout for referral opportunities. Participants will learn successful techniques for gathering referrals from prospects, centers of influence, existing clients and former clients. Dates & Times: June 11– 12 noon; June 25 – 10 a.m. (all times are Eastern time)
CLICK HERE FOR THE WEBINAR REGISTRATION FORM
Certified Professional Insurance Agent (CPIA) Designation
The AIMS Society’s Certified Professional Insurance Agent (CPIA) Designation is first-of-its kind, hands-on, how-to training. To earn the CPIA designation, candidates are required to participate in a series of three, one-day Insurance Success Seminars. These Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce increased sales results immediately. In fact, The Insurance Success Seminars are guaranteed: Implement the principles covered in these sessions and experience a 20% increase in personal production within six months, or your registration fee will be refunded!
The three Insurance Success Seminars are entitled:
- Position for Success (CPIA 1)
- Implement for Success (CPIA 2)
- Sustain Success (CPIA 3)
Click here for a look at the Insurance Success Seminars session objectives.
For the 2008 Schedule and Information About our Seminar Sponsors, click here.
Continuing Education Credits by State
Maintaining the CPIA Designation
Upon completion of the series of three Insurance Success Seminars, CPIA designation candidates are notified of their eligibility. Candidates are awarded the designation and will be notified by letter from the AIMS Society. Diplomas are awarded during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO Executive Retreat. If a new designee is unable to attend the ceremony, diplomas are mailed after the Retreat.
The AIMS Society’s Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge. The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success Seminars, participation in any one of the Advanced Insurance Success Seminars, by attending the AIMS Society’s annual PRO-to-PRO Executive Retreat, or by maintaining Individual or Agency membership.
Partners in Sales Excellence (Customized Training for Insurance Carriers)
Enhance your commitment to sales excellence by affording your agents and employees the opportunity to develop the marketing and sales skills necessary to make product knowledge pay off! Let the AIMS Society customize Insurance Success Seminars to meet your company’s marketing and sales training needs. Utica Mutual, Atlantic Mutual, Grange Insurance, Auto-Owners Insurance and many others are already seeing the benefits of this dynamic training. For more detailed information, contact Kitty Ambers.
Insurance Success Seminars Sponsors:
Alabama Independent Agents Association (classes in AL) – 205/326-4129 - http://www.aiia.org/flat/aicontacts.html
Essential Training Solutions, Inc. (classes in NC, SC) - 704/728-5571 - http://www.patricespeaks.com
IIA of Rhode Island (classes in RI) - 401/732- 2400 - http://www.iiari.com
Insurance Agents & Brokers (classes in PA, MD, DE) – 717/795-9100 - http://www.iabgroup.com/ProDev/Sales_Seminar.asp
Insurance Education Corporation (classes in FL) – 239/450-0668
PIA of Kansas (classes in KS) – 785/232-4143 - http://www.kansaspia.org/cpia.html
PIA of Ohio (classes in OH, IN) – 614/552-8000 - http://www.ohiopia.com/Education/CPIA/CPIA.html
PIA of Tennessee (classes in TN) – 615/771-1177 - http://www.piatn.com/education.html#CPIA
PIA of Texas (classes in TX) - 512/301-0226 - http://www.piatx.org
PIA of New Jersey - 800/424-4244 - http://www.pia.org/cgi-bin/cgiwrap/piaonline/edudesc3.cgi?state=NJ
PIA of New York - 800/424-4244 - http://www.pia.org/cgi-bin/cgiwrap/piaonline/edudesc3.cgi?state=NY
GA Image Innovations, Inc. 706-540-7910 www.gainsuranceexpo.com
For training opportunities in other states, contact the AIMS Society directly – info@aimssociety.com