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Course Information


Program: CPRM
Event: Practical Application of PRM
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 110
Start Date: Sep 28, 2020
End Date: Oct 01, 2020
Exam Start Date: Oct 06, 2020
Exam End Date: Oct 08, 2020
Price: $525


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Sep 28, 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 Sep 28, 2020 12:30-13:00
Effective Insurance Practice Serving the High Net Worth Sep 28, 2020 13:00-15:15 Beverly A. Raiford
CIC, CRM, CISR
Developing and Sustaining a High Net Worth Division Sep 28, 2020 15:15-17:15 Beverly A. Raiford
CIC, CRM, CISR
Join Webinar Sep 29, 2020 12:30-13:00
Developing and Sustaining a High Net Worth Division (continued) Sep 29, 2020 13:00-14:00 Beverly A. Raiford
CIC, CRM, CISR
Relationship Management Sep 29, 2020 14:00-17:00 Beverly A. Raiford
CIC, CRM, CISR
Join Webinar Sep 30, 2020 12:30-13:00
Client Stewardship Sep 30, 2020 13:00-17:00 Jason Anthony Arriaga
CIC, CPRM
Join Webinar Oct 01, 2020 12:30-13:00
The Claims Process Oct 01, 2020 13:00-15:00 Robert J. Ray
CIC, CRM, CPRM
E&S and International Coverage Oct 01, 2020 15:00-17:00 Robert J. Ray
CIC, CRM, CPRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Beverly A. 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.

Jason Anthony Arriaga | Bio


Jason Arriaga began his insurance career in 2004 as a health insurance agent in Seattle, Washington. In the years since, he has worked directly with clients helping them make educated decisions in life, health, property and casualty insurance. Today, he and his wife and business partner are co-owners of Arriaga Advisors in Scottsdale, Arizona, a boutique agency launched in 2013. In 2017, he completed both the CIC and CPRM designations in the same six-month period. Jason has recently launched Aria Private Insurance, an agency that focuses exclusively on the needs of financially successful individuals and families. In 2011, Jason helped to establish the first Arizona nonprofit dedicated to developing the talent of young professionals. As an Arizona native, he's also been active in community causes such as at risk youth, single parents battling cancer, homelessness to self-sustainability, and partnering with the Salvation Army in multiple hunger campaigns. He is a Certified Networker through the Referral Institute and received the Giver's Gain Award from BNI Arizona in 2016. Throughout his career Jason has enjoyed emceeing events, facilitating training workshops, and participating on panels. He was thrilled to become a faculty member for the National Alliance in January of 2018.

Robert J. Ray | Bio


Bob Ray, a second generation insurance professional, has been employed in the insurance industry since 1973. A graduate of Jacksonville University, he has also completed insurance-related courses at Crawford & Company, Lumberman's Underwriting Alliance, and the National Institute of Occupational Safety & Health. Bob's career has spanned all aspects of the insurance industry. He began his career as a claims adjuster and property appraiser for Crawford & Company. In 1974, Universal Underwriters hired Bob to develop the Accident Prevention & OSHA Inspection Program for the Florida Automobile Dealers Association Self-Insurance Fund. While there, he served as Divisional Underwriting Manager for the Western Division and Divisional Executive Assistant for the Western & Southern Divisions. During this time, he co-authored "Unicover IV & V," a package policy developed exclusively for franchised automobile dealers. In 1987, Bob assisted in the creation of a new professional liability insurance carrier, RUMGER Insurance Company, later purchased by Great American Insurance Company. He authored their easy-to-read professional liability insurance policies - Pro-Law & Pro-Med for lawyers and physicians respectively. In June 1993, Bob joined National Risk Management & Associates. In addition to providing insurance products and services, Bob frequently testifies as an insurance expert in many states as well as federal courts. His clients have included the Orlando International Airport, Walt Disney's Epcot Center, Commercial Carrier Corp, Nichols Campbell & Morrow (NCM), and several insurance carriers and law firms. He has developed and drafted policy language and state filings for specialized markets including New & Used Car Dealers Package, eBusinessowners & eProfessional Liability, and Insurance Agents, Lawyers and Physicians Professional Liability policies.