Certified Professional Insurance Agent (CPIA)

The AIMS Society's Certified Professional Insurance Agent (CPIA) Designation is the first-of-its kind, hands-on, how-to training. To earn the CPIA designation, candidates are required to participate in a series of three, one-day Insurance Success Seminars.

These Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce increased sales results immediately.
 

The CPIA Seminars have been rated very highly by graduating producers, agency owners, and by participating company representatives. The format and nominal cost to attend each module have made them particularly useful and popular.  Check out the current schedule of upcoming Seminars. 

The CPIA Designation qualifies as an approved E&O Loss Control Seminar by Utica National Insurance.


Our CPIA Seminar Series schedule is as follows:

CPIA 1 (Position for Success)
February 8, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 2 (Implement for Success)
February 15, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 3 (Sustain Success)
February 22, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 1 (Position for Success)
June 6, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 2 (Implement for Success)
June 13, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 3 (Sustain Success)
June 20, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 1 (Position for Success)
September 13, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 2 (Implement for Success)
September 20, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 3 (Sustain Success)
September 27, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 1 (Position for Success)
November 8, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 2 (Implement for Success)
November 14, 2023 • 8:30 a.m. - 4:30 p.m.

CPIA 3 (Sustain Success)
November 28, 2023 • 8:30 a.m. - 4:30 p.m.


Position for Success - CPIA 1  Course objectives:
During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include:
  • current state of the insurance marketplace;
  • competitive pressures;
  • insurance carrier underwriting criteria; and
  • consumer expectations.
Implement for Success - CPIA 2 – Course objectives:
During this workshop, participants learn: 
  • specific tools for analyzing consumer need
  • how to utilize risk identification techniques to gather pertinent prospect information;
  • skills necessary to assimilate information gathered into customized coverage recommendations;
  • how to prepare a complete submission; and
  • tips for preparing and presenting a comprehensive insurance proposal.
Sustain Success - CPIA 3  Course objectives:
This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants 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; and
  • learn how to calculate the lifetime value of a client and techniques for generating referrals.

MAINTAINING THE CPIA DESIGNATION

Candidates have three years to complete the series of three Insurance Success Seminars. Upon completion of the series, candidates will be awarded the CPIA designation. Candidates are notified of their eligibility by email from the AIMS Society. Diplomas are prepared on a quarterly basis.

The AIMS Society’s Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge.

The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success seminars, participation in any one of the Advanced Insurance Success seminars, or by maintaining individual or group membership in AIMS.  

PARTNERS IN SALES EXCELLENCE

(Customized Training for Insurance Carriers)

Enhance your commitment to sales excellence by affording your agency force and employees the opportunity to develop the marketing and sales skills necessary to make product knowledge pay off! Let the AIMS Society customize Insurance Success Seminars to meet your company’s marketing and sales training needs. Grange Insurance, Utica Mutual, Motorists Mutual, Westfield Insurance Company, Auto-Owners Insurance, Great West Casualty and many others are already seeing the benefits of this dynamic training.

ADVANCED SEMINARS APPROVED FOR CPIA UPDATE

The CPIA Professional Designation requires an annual update. One way to satisfy this requirement is by taking part in one of the following Advanced Insurance Success Seminars. For a current schedule of seminars, click here to view the calendar.


Our Advanced Seminars schedule is as follows:

Disaster Planning and Business Continuity Planning
March 1, 2023 • 8:30 a.m. - 5:30 p.m.

An Agent's Guide to Understanding and Mitigating Cyber Exposures
March 15, 2023 • 8:30 a.m. - 5:30 p.m.

An E&O Loss Control Program For All Agencies
June 27, 2023 • 8:30 a.m. - 4:30 p.m.

An Agent's Guide to Understanding and Mitigating Cyber Exposures
October 3, 2023 • 8:30 a.m. - 4:30 p.m.

Disaster Planning and Business Continuity Planning
October 11, 2023 • 8:30 a.m. - 5:30 p.m.

An E&O Loss Control Program For All Agencies
December 5, 2023 • 8:30 a.m. - 4:30 p.m.


Disaster Planning and Business Continuity Planning Course objectives: During this program, participants are encouraged to focus on factors effecting disaster and business continuity planning. Areas discussed include types of disasters, key planning elements, disaster team makeup, insurance considerations and funding challenges. Participants will use case studies and exercises to practice concepts and techniques covered in the course.
An Agent's Guide to Understanding and Mitigating Cyber Exposures  Course objectives: During this program, participants are encouraged to focus on the exposures, insurance recommendations for coverage and risk management techniques used to identify, analyze, and control them. Having proper insurance along with implementing proper control and company policies can keep an organization from financial ruin. Cyber insurance is evolving, and the policy forms differ in many ways. Understanding cyber risks, both property (first-party) and liability (third-party) and providing the proper insurance protection is critical for all organizations..
An E&O Loss Control Program For All Agencies  Course objectives: Steps to Help Minimize Errors and Omissions Exposure in an Agency - Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to approach management with a plan for creating a loss control program.

For more detailed information, visit The AIMS Society or contact our Executive Director, Donna Gray.