What is the CPIA designation? The AIMS Society's Certified Professional Insurance Agent (CPIA) Designation is 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.
The three Insurance Success Seminars are:
- Position for Success (CPIA 1)
- Implement for Success (CPIA 2)
- Sustain Success (CPIA 3)
What will I learn? The Insurance Success Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute comprehensive insurance programs. Participants leave with ideas that will produce results immediately.
How do I earn it? To earn the CPIA designation, candidates participate in a series of three one-day Insurance Success Seminars
Is there a test involved? No, there are no exams.
What is the level of experience needed to participate? CPIA is designed for
producers, sales support staff and company personnel.
Will it be valuable to "seasoned" insurance industry veterans? Yes!
CPIA program testimonial
"A lot of people have asked me exactly what CPIA is about. To me, it is about establishing a culture of success in your agency. Where do we find business opportunities, what techniques do we use to differentiate ourselves from our competition, and how do we proceed with the day to day operation of managing a book of business? As an agency principal or even a producer, it doesn't do a lot of good to bring business in the door if it's not going to stick around.
The CPIA program presents a systematic approach to running your agency—and when applied, gets all of your employees on the same page with regards to what your strengths are, how to avoid error and omissions, how to handle your claims, what process to take to handle your renewal business, how to make ethical decisions, and how to handle complaints.
It provides a framework by which you can examine how you wish to run your business, and then implement those ideas. It is a course that I would recommend to every member of your staff. The CPIA program has proven to be a useful tool in the management of my business and the growth of my customer base."
—David L. Sidle II, CIC, CPIA
President-David L. Sidle Agency, Inc.
Watkins Glen, NY
What about update requirements? 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 letter from the AIMS Society. Diplomas are presented during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO. If a new designee is unable to attend the ceremony, diplomas are mailed after the conference.
Do I need to take the programs in order? It is recommended that they be taken in order, however, this is not mandatory.
Once earned, am I a CPIA for life? No. In order to maintain the CPIA designation, completion of an update is required every other year. However, if you maintain AIMS Society membership, this update requirement may be waived. See http://www.aimssociety.org for details.
Is the CPIA program approved for continuing education credits? Yes. The CPIA designation seminars are approved for CE credit. See schedule for CE details.