CPIA
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 sessions:
Position for Success (CPIA 1): 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.
Implement for Success (CPIA 2): 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.
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; will discuss policies and procedures for controlling errors and omissions 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.
You can attend the CPIA courses in any order. No Test. Each course is approved for 7 Indiana CE credits.
The CPIA program is divided into three sessions:
Position for Success (CPIA 1): 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.
Implement for Success (CPIA 2): 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.
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; will discuss policies and procedures for controlling errors and omissions 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.
You can attend the CPIA courses in any order. No Test. Each course is approved for 7 Indiana CE credits.
2020 Virtual Courses
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October 15
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Online
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Lathrop
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October 20
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Online
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Lathrop
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October 27
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Online
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Lathrop
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*When registering for the CPIA webinars, you will be directed to the AIMS Society webpage.
2021 Courses
2021 schedule information coming soon!
For Indiana Courses:
Registration Fees:
PIA Members: $160 per course
Non-Members: $185 per course
**Register for all 3 courses in a series and save $60!
CE Credit:
All CPIA courses are 7 hours of Indiana CE.
Cost of CE is included in registration.
Schedule:
Registration opens at 8:00 a.m. and courses run from 8:30 a.m. - 4:30 p.m.
LUNCH IS NOT INCLUDED. Please plan to bring your own or go out for lunch. Lunch break is 1 hour.
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 Fees:
PIA Members: $160 per course
Non-Members: $185 per course
**Register for all 3 courses in a series and save $60!
CE Credit:
All CPIA courses are 7 hours of Indiana CE.
Cost of CE is included in registration.
Schedule:
Registration opens at 8:00 a.m. and courses run from 8:30 a.m. - 4:30 p.m.
LUNCH IS NOT INCLUDED. Please plan to bring your own or go out for lunch. Lunch break is 1 hour.
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.
