AIMS, AIMS Society, CPIA, Insurance Education, Sales Training, Insurance Marketing, Online Education, Designation, CE
CPIA Designation
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 Insurance Success Seminar training modules have been rated very highly by graduating producers and by participating company representatives. The format and nominal cost to attend each module have made them particularly useful and popular.


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


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

Candidates have three years to complete the series of three Insurance Success Seminars. Upon completion of the series, candidates will be awarded the CPIA designation. Candidates are notified of their eligibility 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, or by maintaining individual or group membership in AIMS.


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.


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