CPIA program practical benefits:

The CPIA designation is conferred by the American Insurance Marketing and Sales Society (AIMS). To earn the CPIA designation, candidates are required to successfully complete all three Insurance Success Seminars. (Exams are NOT required to earn the designation.)

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.

^UM—The CPIA designation is approved by Utica Mutual for E&O loss prevention credit. This credit is applied once the designation is achieved. Please call PIA's E&O department for details.

About the seminars

CPIA 1-Position for Success
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.

CE credits: Conn.– LRE 2, PC 5 (C58201); NJ–7 (500648); NY –7 LA, C1, LB, BR, C3, PC, PA (NYCR–211567)

CPIA 2 – Implement for Success
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 skill necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.

CE credits: Conn.–LH 2, PC 5 (C54421); NJ–7 (500649);NY– 6 BR, C3, PC, PA (NYCR–211568)

CE credits: Conn.–LRE 1, PC 6 (C54422); NJ–7 (500650); NY– 7 LA, C1, LB, BR, C3, PC, PA (NYCR–211566)

New! Advanced Insurance Success seminar: Advanced Commercial Lines Risk Analysis for E & O Loss Prevention

(CPIA update seminar—also open to all industry professionals with 3 years of experience.) ^FF^UM

Two distinct topics come together to enhance the professionalism and excellence of today’s commercial lines producers and CSRs. E&O and the Insurance Producer covers an insurance producer’s legal responsibility to consumers and the application of effective loss prevention techniques for the purposes of reducing the agency’s E&O exposure. Current causes of E&O in agencies today, the producer’s responsibility to the insurance companies represented, records control and internal agency controls will be discussed.

Using a Risk Management Questionnaire for Exposure Identification will introduce participants to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention. The needs for a current and complete questionnaire as an aid to the risk management process will be discussed, followed by a thorough review and discussion of recommended commercial lines checklist items.

CE Credits: NY— 7 BR, C3, PC, PA (NYCR-217012); NJ— 7 (0507863)

^FF -  Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund.
^UM - Denotes his course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.

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

Continuing Education provider nos.

AIMS Society provider nos:
N.Y.–NYPO-100359
N.J. –10340
Conn.–11830

Who should attend?
Any employee of an agency or insurance-related business that desires to learn how to efficiently create and distribute effective insurance programs.

Notification of Completion of the Designation 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 awarded during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO Executive Retreat. If a new designee is unable to attend the ceremony, diplomas are mailed after the retreat.

Maintaining the CPIA designation
The CPIA designation stands for professionalism, commitment to training and results, and technical knowledge. The designation requires a bi-annual update that can be satisfied through participation in one of the three core Insurance Success Seminars, a regional marketing training event, an Advanced Insurance Success seminar, or by attending the AIMS Society's annual PRO-to-PRO Executive Retreat. The newest option is to become a member of the AIMS Society at the Individual or Agency Level (membership is renewed annually). As long as membership is maintained, the update requirement will be met.