Personal Lines Training School Concentrations

Two-Part Training Program in Personal Lines

Personal Residential and Personal Automobile

The Personal Lines Training School was developed to train a newly hired employee or cross-train an employee to be insurance literate, functional, confident and service/sales-oriented in Personal Lines.

Each two-part PL Concentration offers 5 Days of entry-level, in-depth training for new agency employees with Irene Morrill, CPCU, CIC, CRM, LIA, CPIW, CRIS, ARM, Vice President of Technical Affairs, MAIA.

This multi-day seminar provides “hands-on” practical instruction. Coverage is discussed and practiced in an “account-rounding”, exposure analysis method. Each participant will work individually and in a group to both foster individual growth as well as foster a team environment and attitude. Customer service and sales will be addressed throughout the course in regards to appropriate attitude, as well as insurance expertise.

 

Personal Residential Concentration -

Spring Session: April 2, 4, 9, 10 & 12
Fall Session:  September 5, 7, 11, 17 & 24

 

Personal Automobile Concentration -

Spring Session: April 24, 25, 27 & May 1, 3

Fall Session: October 1, 3, 10, 16 & 18

Personal Residential Concentration (35 CEs)

  • HO Policy - looking at how the HO-91 and 2011 might differ from HO-2000, too!
  • Condo Policy
  • MPIUA / Fairplan
  • HO Issues - such as recreational vehicles and weddings

Personal Automobile Concentration (35 CEs)

  • MAP Eligibility
  • Coverage Selections Page
  • Mandatory offer
  • Important policy definitions
  • MA Policy - we will look at how the 2016 MAP differs from 2008 MAP
  • Important MA auto endorsements
  • Auto application process
  • Auto Claim Process
  • Personal Auto issues
  • Registry Issues with the MA Client

Fees:

Tuition per concentration

$399.00 / member

$499.00 / non-member

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for the PL Training School Concentrations.

Learn more...NOW!

REGISTRATION:  8:30 a.m.

CLASS TIME:  9:00 a.m. to 4:00 p.m.

For questions about the PL Concentrations, please email Emily Oliver, Education Manager at eoliver@massgent.com or call 800.742.6363

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