CPRIA Segment IV: Lifecycle Risk Management
CPRIA Segment IV: Lifecycle Risk Management
A truly effective high net worth insurance professional understands that flexibility, customization, and strong client relationships are essential as clients’ lives and exposures evolve. In Segment IV, you’ll explore how life events impact personal risk management needs and learn to adapt coverage strategies, communication, and service approaches to support each client’s changing circumstances.
What You’ll Cover
The better you understand how to anticipate change and manage key relationships within a client’s network, the more confidently you can deliver tailored solutions that enhance client satisfaction and reduce errors and omissions exposure.
Course Components
Complete the following in addition to the final assessment to receive a certificate of completion:
- Online Learning Course: New Client Onboarding and Relationship Management
- Online Learning Course: Risk Management Reviews, Pre-renewal and Renewal
- Online Learning Course: Moments of Truth, Claims, E&O's and Client Satisfaction/Loyalty
- Expert's Corner: Fostering a "Wow" Customer Experience Webinar
- Case Study Assignment: Strategies for Building Strong Relationships
- Expert's Corner: Strategies for Building Strong Relationships Case Study Assignment Review & Discussion Webinar
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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