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Workshops

The Personal Lines Growth Workshop Series is designed for agency owners, managers, new agents, seasoned producers, CSRs, support and IT staff; pretty much everyone in the agency since everyone is involved with sales, account development and retention. The purpose of this one-day workshop or 3-part series is to develop a total account focused culture that makes proactive account development part of the every day operation.

CPIA Designation Workshops
The three, one-day CPIA workshops — Position for Success, Implement for Success and Sustain Success — have been created to teach practical before, during and after-the-sale techniques and strategies.  CE credits available in most states.  For more information, please contact:

TAP into your Profitable Personal Lines Potential
The Personal Lines Growth Workshop Series is designed for agency owners, managers, new agents, seasoned producers, CSRs, support and IT staff; pretty much everyone in the agency since everyone is involved with sales, account development and retention. The purpose of this one-day workshop or 3-part series is to develop a total account focused culture that makes proactive account development part of the every day operation.  For more information, view the TAP Workshop Series Agenda.

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