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Earn Your Certified Professional Insurance Agent’s Designation
(CPIA)
This designation has been endorsed by NCPIA & CAIW
CPIA Designation Program – Part 1 (Approved for P&C agents ONLY)
Position for Success
Objective: Assist the participants in implementing risk identification strategies and
systems that will prevent errors and omissions during the insurance prospecting
process. Topics covered during the seminar include:
Understanding Today’s Insurance Market Place
Identifying Coverage Concerns
Becoming an Industry Insider
Using the media as a sales tool
CPIA Designation Program – Part 2 (Approved for P&C agents ONLY)
Implement for Success
Objective: To develop the technical knowledge and skills needed to design a complete,
yet innovative insurance program for prospective clients. Participants will leave with
detailed information for providing solutions in the complex insurance market. Issues
addressed during the session include:
How to get the decision makers to work with you.
Presenting your solutions to the client and company
Selling without cold calling
CPIA Designation Program – Part 3 (Approved for P&C agents ONLY)
Sustain Success
Objective: Participants will learn specific methods for maintaining high legal and ethical
standards of operations while developing the agent-client relationship. Specific topics
covered during the seminar include:
Establishing a client centered Agency
Creating a proactive client education program
Customer service WOW!
The AIMS Society’s Certified Professional Insurance Agent Designation (CPIA) stands for professionalism, commitment to professional training, results and technical knowledge. This is a National Designation!
(www.aimssociety.com)
Who is eligible? Any licensed P&C Agent or CSR
You must attend all three (3) seminars to earn the designation (18 hours)
Any of the CPIA classes may also be used to obtain CE credit without earning
the designation. There is NO test requirement to earn this designation.
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CPIA 1 $175.00
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CPIA 2 $175.00
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CPIA 3 $175.00
****Ask about our exclusive discount for PIA and NAIW members!
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