The American Insurance Marketing and Sales Society's Certified Professional Insurance Agent designation is first-of-its kind, hands-on, how-to training. 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.
Students are encouraged to complete the sessions in consecutive order, but it is not mandatory to do so. See the AIMs Society's FAQ for more information.
The CPIA E&O designation is approved for E&O loss prevention credit by Utica Mutual. Contact PIA’s E&O department for details.
This one-day seminar will combine two distinct topics to enhance the professionalism and sales excellence of today's commercial lines producers and customer service personnel:
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 and omissions are highlighted and discussed.
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 and omissions are highlighted and discussed.
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 and omissions are highlighted and discussed.
Frequently asked questions (AIMS Society)
AIMS Society CE provider numbers: