Take the next step in your careerCertified Professional Insurance Agent designation logo

Earn your Certified Professional Insurance Agent (CPIA) Designation 

The AIMS Society's CPIA Designation is first-of-its kind, hands-on, how-to customer experience training!

To earn the CPIA designation, candidates are required to participate in a series of three, one-day Insurance Success Seminars. It is recommended that you take the seminars in chronological order, but it is not required to receive the designation.

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CPIACPIA 1 - Position for Success

Attendees are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding.

CPIA 2 - Implement for Success

Attendees will be provided with specific tools for analyzing consumer needs; learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.

CPIA 3 - Sustain Success

Attendees will review methods of providing evidence of insurance coverage; discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims processing and handling of client complaints.
 

For a full listing of available CPIA seminars, please visit the CPIA course listing page.

View Full CPIA Schedule