CPIA Designation Program
The Certified Professional Insurance Agent (CPIA) Designation is 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 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 results immediately.
The CPIA program is divided into three seminars:
Position for Success (CPIA 1):
This seminar emphasizes the fundamental elements of effective insurance sales. Participants learn how to proactively position themselves in the marketplace by leveraging proven prospecting techniques, developing a targeted marketing plan, and mastering the process of identifying and qualifying leads. The curriculum covers goal setting, managing a productive sales pipeline, and establishing measurable benchmarks for success.
Implement for Success (CPIA 2):
Moving beyond prospecting, this seminar dives into the consultative sales process. Attendees gain hands-on experience in conducting needs assessments, engaging in effective fact-finding, and crafting tailored insurance proposals. The seminar introduces strategies for building rapport, handling objections, delivering compelling presentations, and ensuring transparent communication. Emphasis is placed on active listening and adapting solutions to meet the unique needs of each client.
Sustain Success (CPIA 3):
This seminar focuses on maintaining and deepening client relationships for long-term growth. Key concepts include the development of retention strategies, the implementation of service standards that foster trust, and techniques for generating referrals. Participants are equipped with tools to analyze agency workflows, implement E&O (Errors & Omissions) loss control procedures, and create a culture of continuous improvement and ethical business practice.
To Earn and Maintain the CPIA Designation:
CPIA designation candidates must complete the series of three core CPIA Seminars within a three-year period. You can attend the CPIA courses in any order. There are no exams, and each course is approved for 7 Indiana CE credits.
The Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right to use the CPIA designation, designees must complete an annual update. Designation updates will be due by the end of the designee’s birth month. 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 Special Topic Seminars.
The CPIA program is divided into three seminars:
Position for Success (CPIA 1):
This seminar emphasizes the fundamental elements of effective insurance sales. Participants learn how to proactively position themselves in the marketplace by leveraging proven prospecting techniques, developing a targeted marketing plan, and mastering the process of identifying and qualifying leads. The curriculum covers goal setting, managing a productive sales pipeline, and establishing measurable benchmarks for success.
Implement for Success (CPIA 2):
Moving beyond prospecting, this seminar dives into the consultative sales process. Attendees gain hands-on experience in conducting needs assessments, engaging in effective fact-finding, and crafting tailored insurance proposals. The seminar introduces strategies for building rapport, handling objections, delivering compelling presentations, and ensuring transparent communication. Emphasis is placed on active listening and adapting solutions to meet the unique needs of each client.
Sustain Success (CPIA 3):
This seminar focuses on maintaining and deepening client relationships for long-term growth. Key concepts include the development of retention strategies, the implementation of service standards that foster trust, and techniques for generating referrals. Participants are equipped with tools to analyze agency workflows, implement E&O (Errors & Omissions) loss control procedures, and create a culture of continuous improvement and ethical business practice.
To Earn and Maintain the CPIA Designation:
CPIA designation candidates must complete the series of three core CPIA Seminars within a three-year period. You can attend the CPIA courses in any order. There are no exams, and each course is approved for 7 Indiana CE credits.
The Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right to use the CPIA designation, designees must complete an annual update. Designation updates will be due by the end of the designee’s birth month. 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 Special Topic Seminars.
- An Agent’s Guide to Understanding and Mitigating Cyber Exposures
- Disaster and Continuity Planning for Business and Families
- An E&O Loss Control Program for All Agencies
2026 Webinars:
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Date
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Seminar
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Location
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Instructor
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March 25
April 10
May 20
August 18
September 17
October 21
November 19
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Webinar
Webinar
Webinar
Webinar
Webinar
Webinar
Webinar
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Rummelt
Bennett
Treen
Rummelt
Bennett
Treen
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.
