CPIA Insurance Success Seminars

• CPIA 1 – Position for Success
• CPIA 2 – Implement for Success
• CPIA 3 – Sustain Success

If you are truly dedicated to ensuring your independent agency succeeds in today's highly competitive market, consider the CPIA designation. The CPIA designation aims to fortify your relationship-building techniques!

Students are encouraged to complete the sessions in consecutive order, but it is not mandatory to do so. There is no time limit for completing the seminars. (There is an update requirement that must be met every other year after completion of the designation requirements.)

The CPIA designation is conferred by the American Insurance Marketing and Sales Society (AIMS). To earn the CPIA designation, candidates are required to successfully complete all three Insurance Success Seminars. (Exams are NOT required to earn the designation.)

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

About the Insurance Success Seminars

CPIA 1-Position for Success
During this program, participants 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
During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skill 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
This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omission including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of the Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout EACH all-day seminar, tips for preventing E&O are highlighted and discussed.

Who should attend?
Any employee of an agency or insurance-related business that desires to learn how to efficiently create and distribute effective insurance programs.

Notification of Completion of the Designation Requirements
Upon completion of the series of three Insurance Success Seminars, CPIA designation candidates are notified of their eligibility. Candidates are awarded the designation and will be notified by letter from the AIMS Society. Diplomas are awarded during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO Executive Retreat. If a new designee is unable to attend the ceremony, diplomas are mailed after the retreat.

Maintaining the CPIA designation

The CPIA designation stands for professionalism, commitment to training and results, and technical knowledge. The designation requires a bi-annual update that can be satisfied through participation in one of the three core Insurance Success Seminars, a regional marketing training event, an Advanced Insurance Success seminar, or by attending the AIMS Society's annual PRO-to-PRO Executive Retreat. The newest option is to become a member of the AIMS Society at the Individual or Agency Level (membership is renewed annually). As long as membership is maintained, the update requirement will be met.

Questions and Answers

Once earned, am I a CPIA for life? No. In order to maintain the CPIA designation, completion of an update is required every other year.

Is the CPIA program approved for continuing education credits? Yes. The CPIA designation seminars are approved for CE credit. See schedule for CE details.

About AIMS

The AIMS Society is a national organization dedicated to providing interactive marketing and training, ongoing resources and networking opportunities to insurance professionals.

Continuing Education Credits by State

AIMS Society provider nos:
N.Y.–NYPO-100359
N.J. –10340
Conn.–11830

Partners in Excellence

Through this program, insurance companies can enhance their commitment to excellence by affording agents and employees the opportunity to develop the marketing and skills necessary to make product knowledge pay off. The AIMS Society's Insurance Success Seminars provide a common source for hands-on, how-to training for a variety of insurance professionals including agents, agency support staff, underwriters and marketing representatives. Results include increased productivity and profitability and cohesiveness between carriers and agents during the marketing process. The Insurance Success Seminars training modules have been rated very highly by both producers who have taken them and by participating company representatives. The one-day format and nominal cost to attend each module has made them particularly useful and popular.

ADA- In accordance with Title III of the Americans with Disabilities Act, all registrants are invited to advise us of any disability and any requests for accommodation of that disability. Your request should be submitted as far in advance as possible by contacting this office at (800) 424-4244.