CPIA Designation Program
The Certified Professional Insurance Agent (CPIA) designation is comprised of a series of Insurance Success Seminars. These three, one-day workshops teach practical before, during, and after the sale techniques for insurance producers, sales managers, account managers, CSRs and company marketing representatives. Participants leave with ideas that will produce increased sales results immediately.
The CPIA program is divided into three seminars:
Position for Success (CPIA 1):
During this seminar, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include:
Implement for Success (CPIA 2):
During this seminar, participants learn:
Sustain Success (CPIA 3):
This seminar focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:
To Earn and Maintain the CPIA Designation:
Candidates have 3 years to complete the series of 3 Insurance Success Seminars. Upon completion of the series, candidates will be awarded the CPIA designation. You can attend the CPIA courses in any order. No Test. Each course is approved for 7 Indiana CE credits.
The designation requires an annual update. This update requirement can be satisfied through participation in any 1 of the 3 core Insurance Success seminars, participation in any of the Advanced Insurance Success seminars.
Advanced Seminars 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.
The CPIA program is divided into three seminars:
Position for Success (CPIA 1):
During this seminar, 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):
During this seminar, 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):
This seminar 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.
To Earn and Maintain the CPIA Designation:
Candidates have 3 years to complete the series of 3 Insurance Success Seminars. Upon completion of the series, candidates will be awarded the CPIA designation. You can attend the CPIA courses in any order. No Test. Each course is approved for 7 Indiana CE credits.
The designation requires an annual update. This update requirement can be satisfied through participation in any 1 of the 3 core Insurance Success seminars, participation in any of the Advanced Insurance Success seminars.
Advanced Seminars 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.
2025 Webinars:
|
Date
|
Seminar
|
Location
|
Instructor
|
|
January 7
|
Webinar
|
Anderson
|
|
February 13
|
Webinar
|
Anderson
|
|
March 27
|
Webinar
|
Treen
|
|
April 8
|
Webinar
|
Treen
|
|
August 28
|
Webinar
|
Treen
|
|
September 3
|
Webinar
|
Treen
|
|
October 9
|
Webinar
|
Treen
|
|
November 4
|
Webinar
|
Treen
|
For Indiana Courses:
Registration for webinars close at 4pm the day before the scheduled class.
Registration Fees:
PIA Members: $160 per course
Non-Members: $185 per course
Interested in completing all three CPIA courses to earn your designation in 2025? Contact Keith at the email below about a series discount!
CE Credit:
All CPIA courses are 7 hours of Indiana CE.
Cost of CE is included in registration.
Schedule:
Please note whether your course will begin on Eastern or Central Time.
To Register:
1. Click here to find the class on the calendar and register online
2. Call (317) 899-9200 and register over the phone.
Registration for webinars close at 4pm the day before the scheduled class.
Registration Fees:
PIA Members: $160 per course
Non-Members: $185 per course
Interested in completing all three CPIA courses to earn your designation in 2025? Contact Keith at the email below about a series discount!
CE Credit:
All CPIA courses are 7 hours of Indiana CE.
Cost of CE is included in registration.
Schedule:
Please note whether your course will begin on Eastern or Central Time.
To Register:
1. Click here to find the class on the calendar and register online
2. Call (317) 899-9200 and register over the phone.
