Position for Success

During this program, you will focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

 This program is part of the Certified Professional Insurance Agent (CPIA) certification program.  Learn more about CPIA.