CPIA – Insurance Agents & Brokers

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Sales & Marketing Training

Insurance Success Seminars

Get energized and learn how to generate qualified leads that will translate into more sales and commission by attending the interactive Insurance Success Seminars developed by the American Insurance Marketing and Sales Society (AIMS).

Choose what’s best for you — attend one or all three. By attending the full series, you’ll gain all the tools, techniques, and big picture of how to attract and maintain customers.

If you attend all three, you earn the Certified Professional Insurance Agent (CPIA) Designation.

Who should attend?

Insurance Success Seminars are open to any employee of an agency, insurance company or insurance-related business who wants to enhance or learn sales techniques.

These courses are developed specifically for insurance professionals. You’ll meet, network, and engage with people just like you in the insurance field.

Become a Certified Professional Insurance Agent

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.

Three Days. One Designation. No Exam

Position for Success (CPIA 1)

During this program, participants are encouraged to focus on internal and external factors affecting 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
Consumer expectations and understanding

Implement for Success (CPIA 2)

During this session, participants will:

Gain specific tools for analyzing consumer needs
Learn to utilize risk identification techniques to gather pertinent prospect information
Develop skills necessary to assimilate information gathered into a customized protection program
Participate in exercises designed to promote effective delivery of proven solutions

Sustain Success (CPIA 3)

This program focuses on fulfilling the implied promises contained in the insuring agreement. Students 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
Review professional expectations
Review the Law of Agency
Review legal and ethical standards
Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed

Your Investment

Typical Schedule (times could slightly vary)

Maintaining the CPIA Designation

The CPIA designation requires an annual 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 maintenance of an individual or agency membership in the AIMS Society.

Q&A

For frequently asked Q&As regarding education related questions, go to our FAQ page.

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Toll Free: 800-998-9644
Fax: 717-795-8347
Email: IAB@IABforME.com

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