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Course Information


Program: CPRM
Event: Winning the Business
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 210
Start Date: Nov 12, 2020
End Date: Nov 20, 2020
Exam Start Date: Dec 01, 2020
Exam End Date: Dec 03, 2020
Price: $525


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Nov 12, 2020


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Nov 12, 2020 09:30-10:00
Preparing To Win The Business Nov 12, 2020 10:00-11:15 Beverly Raiford
CIC, CRM, CISR
The Client Buying Decision Process Nov 12, 2020 11:15-12:15 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 12, 2020 13:30-14:00
The Client Buying Decision Process (Continued) Nov 12, 2020 14:00-16:00 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 13, 2020 09:30-10:00
The Process Of Selling: The Diagnostic Appointment Nov 13, 2020 10:00-12:00 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 13, 2020 13:30-14:00
The Process Of Selling: The Diagnostic Appointment (Continued) Nov 13, 2020 14:00-16:00 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 19, 2020 09:30-10:00
Advanced Client Communication Nov 19, 2020 10:00-12:00 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 19, 2020 13:30-14:00
Advanced Client Communication (Continued) Nov 19, 2020 14:00-16:00 Thomas Allen Barrett
CIC, AAI
Join Webinar Nov 20, 2020 09:30-10:00
A Practical Approach- Presentation and Referrals Nov 20, 2020 10:00-12:00 Beverly Raiford
CIC, CRM, CISR
Join Webinar Nov 20, 2020 13:30-14:00
A Practical Approach- Presentation and Referrals (Continued) Nov 20, 2020 14:00-16:00 Beverly Raiford
CIC, CRM, CISR

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Beverly Raiford | Bio


Beverly Messer-Raiford has 43 years of experience in the risk and insurance industry, most recently serving as Senior Vice President of Academic Development at The National Alliance for Insurance Education & Research, Austin, Texas. During her nearly 12 years there, she had responsibilities for developing, managing, and maintaining the insurance designation program CIC and the advanced programs - James K. Ruble Seminars. She led the development of the newest designation of The National Alliance - the Certified Personal Risk Manager (CPRM) Program. Beverly began her insurance career in 1975 in Northwest Indiana and during her 32 years in the agency business, her responsibilities included all aspects of sales and agency operations. In 2007, she sold her interest in the agency and joined The National Alliance. In 1991 and again in 2002, Beverly was recognized as the Insurance Agent of the Year by the Independent Insurance Agents of Indiana (IIAI). Beverly served two terms as national president of the Safeco Agent Advisory Council and chaired the CIC Indiana Liaison Committee for 10 years. She held leadership positions on the Mid America Technical Conference, Hammond Education Foundation, and local and state Insurance Women organization. Beverly earned the CIC designation in 1991, the CISR designation in 2007, and the CRM designation in 2008.

Ross Winston Pearce | Bio


Ross began his career in the insurance business as an agent in 1985 in Santa Maria, California with Farmers Insurance. After seven successful years, he moved to East Tennessee as a District Manager. He was recruited by Farmers to become an employee moving to Iowa as the Life and Financial Services Manager for the state. When the University of Farmers began, he was tapped to lead the training division and helped develop this university into the number one corporate university in the world in 2011. Ross left corporate life in 2012 and took over an agency in Austin, Texas. In 2015 he retired and has been devoting time to training agents and volunteer activities. In April of 2017 Ross accepted a position as Director of Coaching with Contract Coach, a firm comprised of experienced insurance agents and managers whose goal is to help agency's re-shape their business, so that the agency owners can achieve their individual personal goals. Ross earned his Certified Insurance Counselors designation in 1999 and is a National Faculty member for The National Alliance, teaching at the CIC Life and Health and Personal Lines Institutes. In addition to his CIC designation, Ross has also earned the insurance designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Consultative Sales Graduate (CSG).

Thomas Allen Barrett | Bio


Tom brings forty years' experience to SIAA and The National Alliance with expertise in a variety of areas. He has worked as agent and broker, program developer and manager, public speaker and seminar leader. He is also one of the leading National Faculty for the Dynamics series of Sales Training. His Sales Training client lists include over a dozen regional and mutual insurance carriers and twenty-five of the nation's top 100 insurance brokers. Prior to SIAA Tom was Executive Vice President of a Chicago-based program administrator. In the firm's 25-year history, they developed more than 100 nationally endorsed association insurance programs and captives generating over $200 million in annual premiums. Tom also served as COO of one of the largest insurance marketing organizations of North America based in Los Angeles. During his tenure he traveled the US and Canada working with insurance agencies and brokers. The first dozen years of his career were spent as a property and casualty insurance producer for two prominent insurance agencies in North Carolina. While a producer, Tom became a niche marketer and creator of specialty insurance programs, which led to him producing over $1 million commission income annually. Under Tom's leadership the MidAmerica and Southeast regions of SIAA have gone from their origin in 1997 to over 2,300 agencies producing over $2.66 Billion in annual sales. In 2019 Tom's P&C gross personal revenues were $10.7 Million and under his leadership the region produced over $282.7 Million in gross revenue. As an entrepreneur Tom is also involved in several interests outside the insurance industry including sales training and joint venture/private equity investments.