CPRIA Segment III: Strategic Coverage Placement
CPRIA Segment III: Placement Strategy & Advanced Coverage Review
To succeed in the high net worth field, it is vital that a personal insurance professional understands the full scope of an effective risk management strategy. In this segment, you will fully immerse yourself in developing and designing a comprehensive risk management placement strategy while tapping into your knowledge of the insurance and provider marketplace, current trends, and available risk management services.
What You’ll Cover
This segment focuses on evaluating client fit, navigating the insurer and provider marketplace, and shaping thoughtful recommendations through deeper coverage analysis and proposal planning.
Course Components
Complete the following in addition to the final assessment to receive a certificate of completion:
- Online Learning Course: Evaluating the Client Fit
- Online Learning Course: Accessing the Insurer/Provider Marketplace
- Online Learning Course: Advanced Coverage Review I
- Online Learning Course: Advanced Coverage Review II
- Expert’s Corner Webinar: Proposal and Recommendations
- Case Study Assignment: HNW Client Risk Assessment & Recommendations
- Expert’s Corner Webinar: Client Analysis and Proposal Planning
Continuing Education (P&C Producer)
Continuing Education credits are available in select states. During registration, you will have the option to purchase CE credits where approved.
Questions?
Contact PRMA for assistance with CPRIA registration.
Kristine Sharp
kristine.sharp@privateriskmanagement.org
(888) 317-7762 x702
Already enrolled? Access PRMA Academy for enrolled participants: prma.mrooms.net
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