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CPIA Curriculum Objectives

The Insurance Success Seminar training modules have been rated very highly by both 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. Following 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.  


Download a printable 2016 CPIA Seminar Schedule 


CPIA courses are approved for CE in most states. Click here for a detailed list.

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. Westfield Insurance Company, Utica Mutual, Motorists Mutual, Grange Insurance, 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.

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 Executive Retreat, or by maintaining Individual or Group membership.



New Designee's
Philadelphia, PA
Insurance Agents & Brokers


New Designee's
Massachusetts Association of Insurance Agents’ Convention in Boston



 Attendees - Pittsburgh, PA
Independent Insurance Agents & Brokers


 New Designees - Pittsburgh, PA
Insurance Agents & Brokers



New Designees!
Philadelphia, PA


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


Craig Most, AIMS Society Board Member (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 New Designees in Kalamazoo Michigan!




Here’s what participants are saying about the CPIA Seminars:

Excellent presentation starting from step 1 that slowly walked through the marketing process from a very professional view. The information presented was up to date and very organized. (George Bailey – VA)

Very practical, useful information. Great resources too. (Lou Reed, VA)

Great class. Very motivating material on how to bring business in the door and retain that business. It is nice to have a class on the inner workings of an agency. (Kimberly Mathers, SC)

I really enjoyed the entire 3 day course. Lots of knowledge and information to think about. Would recommend this to anyone really serious about improving/enhancing their profession. (Diane Hurst)

Enjoyed the course. Wrote down 10 ideas for improvement in my agency. (Peter Polinsky)

Good job. Needs to be taken by all producers. (Donald Whitecotten)

Wonderful seminar! I think every agency/company employee should attend. (Teresa Glass)
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Position for Success (CPIA 1) - Kenner/New Orleans, LA

Position for Success (CPIA 1) - Sarasota, FL

Advanced Personal Lines Risk Analysis for E&O Prevention - Warwick, RI

Implement for Success (CPIA 2) - Frankfort, KY

Implement for Success (CPIA 2) - Little Rock, AR

Position for Success (CPIA 1) - Lansing, MI

Position for Success (CPIA 1) - Miami Lakes, FL

Implement for Success (CPIA 2) - Lansing, MI

Sustain Success (CPIA 3) - Knoxville, TN

Sustain Success (CPIA 3) - Lansing, MI