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CPIA Designation
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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.  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 increased sales results immediately.


The CPIA Designation qualifies as an approved E&O Loss Control Seminar 
by Utica National Insurance


CPIA Curriculum Objectives

  The Insurance Success Seminars training modules have been rated very high by 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.  Below are general descriptions:

Position for Success - CPIA 1 – Course objectives: 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. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Implement for Success - CPIA 2 – Course objectives: 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 skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Sustain Success - CPIA 3 – Course objectives: 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 Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

 

Maintaining the CPIA Designation


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 email from the AIMS Society. Diplomas are prepared on a quarterly basis.

The AIMS Society’s Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge. The designation does require a biennial 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, by attending the AIMS Society’s annual PRO-to-PRO Retreat, or by maintaining Individual or Group membership.

 

Partners in Sales Excellence


(Customized Training for Insurance Carriers)

Enhance your commitment to sales excellence by affording your agency force and employees the opportunity to develop the marketing and sales skills necessary to make product knowledge pay off! Let the AIMS Society customize Insurance Success Seminars to meet your company’s marketing and sales training needs. Grange Insurance, Utica Mutual, Motorists Mutual, Westfield Insurance Company, Auto-Owners Insurance, Great West Casualty and many others are already seeing the benefits of this dynamic training. 


For more detailed information, contact our Executive Director, Donna Gray.

 

New Designees
Philadelphia, PA
Insurance Agents & Brokers

New Designees
Massachusetts Association of Insurance Agents
Convention in Boston

Attendees - Pittsburgh, PA
Independent Insurance Agents & Brokers

New Designees - Pittsburgh, PA
Insurance Agents & Brokers

New Designees in Philadelphia, PA
Insurance Agents & Brokers

Facilitator Becky Lathrop, (far right) with 
New Designees in Wisconsin!

Craig Most, AIMS Society President (far left) honors
several of the New Designees during the
PIA of Florida Agent Expo!

Facilitators Janet Holstine (far left) and Mary LaPorte (far right)
with the New Designees in Kalamazoo Michigan!

America's only Insurance Sales and Marketing Education Organization & Designation