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The AIMS Society blog is designed to provide practical, timely ideas to help insurance agencies improve results from their marketing and sales efforts. Wishing you much success!!! For even more, consider joining the AIMS Society and you'll have access to a powerful network of agents and carrier personnel focused on excellence in sales!


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Too Busy?

Posted By AIMS Society, Friday, December 2, 2016

How to Keep Advancing Your Career When You're Out of Time

Until we can manage time, we can manage nothing else.

Peter Drucker

Sounds like Austrian-born management consultant, Peter Drucker understood the issues of a busy day. Managing schedules, squeezing as much as possible into a day, balancing work with everything else — these are all issues that seem to be as old as, well...time.

Here's what Josh Tim, CIC, CPIA, a field underwriter at Continental Western Group, had to say (and it probably rings true for nearly everyone reading this): "Time has not been a luxury for me over the past couple of years."

You see, Josh has a young family, and he's constantly on the go. While you might not have young kids, you're likely looking at a similar time crunch, and it could be caused by nearly anything — school age kids and their activities, elderly parents, grandchildren, hobbies, volunteer activities or other obligations. Something or someone always comes to steal your minutes, right?

But what Josh decided to do was smart, very smart. Although he's got a lot going on, he's keeping his career a priority by prioritizing his approach. As he explains, "As much as I would like to earn my AU or CPCU, it is not a reality for me." Josh's smart move No. 1 was recognizing when too much is too much. His smart move No. 2 was finding an alternative that worked for his here-and-now. "The CPIA designation is one way I can show my dedication to the insurance industry and trade until I am able to invest in the time needed to obtain additional designations," he said. Instead of checking out until the time seemed right, Josh invested his time in a designation that was attainable.

The CPIA designation was the perfect solution for Josh. Upon completion, he noted, "As a company guy, the CPIA has helped provide a deeper insight as to what it is like to spend time in a producer's shoes."

What a great way to fuel Josh's career growth. As Drucker advised, Josh made sure choices were made with a realistic understanding of available time. Even with limited time he didn't let career growth slip. If you're ready to find the time for your own career advantage, you can learn more about CPIA and register to start earning your own designation today. Just visit us at


Tags:  Agency Management  AIMS Society  CPIA designation  efficiency  Insurance Education  insurance marketing and sales  Leadership  productivity  Professional Development  self-improvement  teamwork  time management 

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Burnt Out? We Can Help You Recharge.

Posted By AIMS Society, Thursday, November 17, 2016

In the flood of appointments, meetings and assignments, it's easy to lose sight of the importance of your job. This can be particularly true for those in the insurance industry, because much of the commentary and news articles you see focus on the cost of premiums, the regulations and market segment challenges. Add to that the identity crisis that our industry seems to be facing, and it can be downright discouraging to proudly declare "I'm in insurance" when someone asks what you do for a living. After all, a recent report by PWC, Top Insurance Industry Issues in 2016, declares that "insurance ranks near the top of the list of least-desirable industries according to recent graduates. The image of the industry is that it is generally behind the times and offers little in terms of career development."

Yet that image is certainly counter to the experience of so many others out there, hopefully including you. Quite simply, this negative image is one of the biggest things AIMS is trying to wipe out, not only for the public at large, but also for those of us within the industry who could use a boost of enthusiasm and positivity.

We feel so strongly about an industry image makeover that our affirmed vision is:

The AIMS Society strives to elevate the insurance profession.

And our mission states:

We inspire passion for insurance marketing and sales by supporting professional and personal development with education and collaboration that challenges, demands accountability and delivers actionable information.

How are we doing against these goals? Well, if you consider our CPIA program and recent designee comments, pretty good. In fact, after recently earning his own designation, Andrew Seils, CPIA, who works at Dave Mosher & Associates Insurance in Wisconsin said, "I am very proud to have the CPIA designation. The classes for the designation showed some insight into social media networking, as well as some other tried and true methods." But perhaps most importantly, he added, "It also helped me understand more about insurance and the impact it has in our neighborhoods. This is a great designation that anyone can benefit from."

We're thrilled to get such tremendous feedback. When professional development courses provide attendees with actionable, real-life knowledge — which is definitely something we tout at AIMS — but also leave individuals with a new sense of pride and understanding of our industry's importance and role in the world, that's the very best combination of all. There's nothing quite like getting away form the job for a day, recharging and returning home excited and ready to take on any challenges.

Want to boost your own career and attitude? Please join us at any one of the upcoming CPIA designation classes! To learn more or schedule a session, just visit


Tags:  Agency Management  agency sale  agency value  AIMS Society  business value  CPIA designation  efficiency  Insurance Education  insurance marketing and sales  Leadership  Networking  productivity  Professional Development  PRO-to-PRO  Relax  Risk Management  self-improvement  Social Media  teamwork  Technology  time management  vacation 

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What the Million Dollar Pros Know

Posted By AIMS Society, Tuesday, November 15, 2016

We know a guy who built an agency from scratch.  He started with an office in the back seat of a borrowed car.  He eventually built it to a $3.5 million revenue shop without borrowing a dime or completing an acquisition. In 2007, his agency was sold to HUB International.

Today, he manages 38 agents across the country, who last year produced $26 million in commission.  Six of his producers post over $1 million in commission income.  In addition, since becoming chief sales officer, he has taken between 15-30 percent of his sales force to the Sharp Awards, which is HUB International's annual sales achievement recognition.  In order to qualify for this award, agents must write a minimum of $200,000 in new commission income that year.


Think he might have some interesting stories?  Think you could benefit from his insight?

We're excited to have Dennis Templeton at the 2017 PRO-to-PRO in Orlando February 9-10.  He's an AIMS Society past president, past board member and CPIA life member, and on Thursday afternoon, he'll be sharing his high-energy presentation, "The Winner's Playbook."

What can you expect?  Not theory, but real world ideas you can actually use.  In fact, Dennis is going to share his own complete, proven blueprint for building a sales program.  You'll learn:

  • the routine that can help you win consistently
  • how to "sell without quoting"
  • "The 10 best" that lead to a high-performing sales organization

As Dennis explains, "Understanding this is a mental game - and if you are willing to open your mind and change the way you think - there is not limit to what you can do in our business.  And it starts with your own belief system in yourself!"  He also gives some of his own credit to AIMS saying, "Early on, I got involved with the CPIA / AIMS Society to maximize my sales knowledge and use it in the growth of the agency."  Looks like it worked. Ready to put AIMS to work for you?

Register today!

Tags:  Agency Management  agency sale  agency value  AIMS Society  business value  CPIA designation  efficiency  Insurance Education  insurance marketing and sales  Leadership  Networking  producer compensation  productivity  Professional Development  PRO-to-PRO  self-improvement  Social Media  teamwork  Technology  time management 

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Get Ready for Lots of New Things from AIMS!

Posted By AIMS Society, Friday, October 21, 2016

New Look, New Website, New Services

You've surely noticed...we updated our logo and our website.  Although we're thrilled with the results, please know that it's stilland always will bea work in process.

Our new website is shaping up to be something pretty incredible and we hope to keep adding new features.  While we think you'll love the new look, what's even more exciting is what you'll be able to do with all of the AIMS tools and services. We'd like to share the thought behind all the new bells, whistles and visual touches.

We didn't want to make any changes without careful planning, so we started with a very deliberate review of our brand and our services to better understand what worksand what doesn't.  We did research with stakeholders and the board, spent time at a two-day workshop where we had an honest assessment of our organization, and we clearly described our aspirations moving forward.  The result is a one-page Brand Armature that outlines our:

  • Vision - The AIMS Society strives to elevate the insurance profession.
  • Mission - We inspire passion for insurance marketing and sales by supporting professional and personal development with education and collaboration that challenges, demands accountability and delivers actionable information.
  • Values, brand persona, proof points and client needs.

There's a lot packed into that one document, so we also created one succinct over-arching statement that we hope every AIMS member will embrace.  We call it our Brand Essence. It's like our DNA, the building block for everything else we do. The essence of the AIMS Societydrumroll, pleaseis:

Engage. Educate. Empower.

Three words that pack a lot of punch.  They imply active participation, ongoing dialog, a belief that learning never ends, and a desire to help members uncover their own strengths and fuel their confidence to succeed.

Our hope is that you keep these three words in mind as you see each of the exciting new things AIMS will be unveiling over the next year.  So get ready to join in a new era for AIMS.  Things are about to get really interesting!


Tags:  agency value  AIMS Society  business value  CPIA designation  efficiency  Insurance Education  insurance marketing and sales  Networking  producer compensation  Professional Development  Social Media 

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2014 Class of CPIA Designees Raises Total Number of Designations Granted to More Than 5,000

Posted By Administration, Monday, June 1, 2015

New Designees Honored at AIMS Society Event in Indianapolis

RICHMOND, VA (May 14, 2015) — The American Insurance Marketing and Sales (AIMS) Society announced that 533 insurance professionals earned its Certified Professional Insurance Agent (CPIA) professional designation in 2014, bringing the total number of CPIA designations granted to 5,142. A ceremony recognizing new designees took place on Thursday, May 7, during the AIMS Society’s 28th Annual PRO-to-PRO Executive Retreat in Indianapolis.

The 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 complete a series of three Insurance Success Seminars: Position for Success (CPIA 1); Implement for Success (CPIA 2); and Sustain Success (CPIA 3.) The seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs.

During 2014, more than 170 AIMS Society education sessions were held nationwide—up 17 percent from the prior year. Workshop attendance increased by more than 15 percent over 2013. “Agents, brokers and other insurance professionals continue to find value in the Insurance Success Seminars and other education sessions we offer,” explained AIMS Society president, Craig Most, CPIA, CIC. “Record-setting participation is a testament to the strong sponsor and facilitator partnerships we’ve built over the years and the solid and practical training the classes offer.”

New 2014 CPIA designees hailed from 33 states across the country. Massachusetts, where the CPIA professional designation program is sponsored by the Massachusetts Association of Insurance Agents (MAIA), produced the most new designees for the year at 98. “The AIMS Society/MAIA relationship was launched in the last half of 2013 and has generated substantial interest among insurance professionals in the Commonwealth,” Most noted. Other top CPIA states for 2014 were Florida, with 71 new designees, and Michigan, with 68.

This year’s PRO-to-PRO took place at the Marriott Indianapolis East on May 7-8, 2015, in conjunction with the Professional Insurance Agents (PIA) of Indiana annual convention. The event offered insurance agency owners, sales managers, producers, account executives, and company leaders an opportunity to learn and exchange ideas that can help boost sales success and increase revenue. The AIMS Society annual meeting was also held during the two-day event. For more information, visit

About AIMS Society: Founded in 1968 as The Firemark Society, the AIMS Society ( is a national, member-driven organization that provides training, information and networking services designed to increase the personal and agency sales production of property and casualty insurance agents. AIMS Society was the first organization to honor property and casualty agents for sales excellence and to establish the industry’s only sales-based insurance designation—the Certified Professional Insurance Agent (CPIA). Completion of the CPIA designation requirements is not necessary to qualify for membership. Lifetime CPIAs are recognized with the initials “CPIAL.”


Tags:  CPIA designation  PRO-to-PRO 

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