Certified Professional Insurance Agent Designation (CPIA)

The AIMS Society's Certified Professional Insurance Agent (CPIA) Designation is a nationally recognized designation program. The seminars are designed to enhance the ability of producers, sales support staff, and company personnel to create and distribute effective insurance programs efficiently. Participants leave with ideas that will produce increased sales results immediately.

The CPIA designation program will teach you how to build and deliver effective insurance programs, broaden your organization's market reach, and provide customer service that drives increased retention. You will leave with expanded technical knowledge, practical ways to reduce E&O exposures, and greater confidence in your ability to serve today's customers with what they want...and more.

How to Earn the CPIA Designation
Candidates must participate in three 1-day Insurance Success Seminars core workshops (CPIA-1 Position for Success, CPIA-2 Implement for Success, and CPIA-3 Sustain Success) within three years. There are no exams required for this program. Students are encouraged to complete the sessions in consecutive order, although it is not a requirement.

CPIA-1 Position for Success
WHO SHOULD ATTEND:
This program is geared towards individuals who are interested in making sure that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel, and anyone who wants to ignite a sales fire within their organization.

CLASS TOPICS:
During this workshop, participants focus on internal and external factors affecting the creation of practical business development goals. Factors discussed include:

  • Current state of the insurance marketplace
  • Competitive pressures
  • Insurance carrier underwriting criteria
  • Consumer expectations.


CPIA-2 Implement for Success
WHO SHOULD ATTEND:
This program is geared towards individuals who are interested in making sure that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel, and anyone who wants to ignite a sales fire within their organization.

CLASS TOPICS:
During this workshop, participants learn:

  • Specific tools for analyzing consumer need
  • How to utilize risk identification techniques to gather pertinent prospect information
  • Skills necessary to assimilate information collected into customized coverage recommendations
  • How to prepare a complete submission
  • Tips for preparing and presenting a comprehensive insurance proposal.

CPIA-3 Sustain Success
WHO SHOULD ATTEND:
This program is geared towards individuals who are interested in making sure that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel, and anyone who wants to ignite a sales fire within their organization.

CLASS TOPICS:
This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:

  • Review methods of providing evidence of insurance coverage
  • Discuss policies and procedures for controlling errors and omissions, including policy review and delivery, endorsements, claims-processing, and handling of client complaints\
  • Learn how to calculate the lifetime value of a client and techniques for generating referrals.

Continuing Education:
The CPIA is approved in most states (click here to see the latest list for all states). In Massachusetts, the programs are approved for:

  • CPIA-1: 4 CEUs
  • CPIA-2: 6 CEUs
  • CPIA-3: 5 CEUs

The state requires registrants to attend each course in its entirety to receive the continuing education units for the class.

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to help pay for your CPIA Designation. Learn more... NOW!

The CPIA Update Requirement can be satisfied by:

  • Participating in any one of the three core CPIA Seminars,
  • Participating in any one of the specialized topics (Advanced) CPIA Seminars, or
  • Maintaining a CPIA Program Membership annually at the Ruby, Sapphire, or Diamond level.

Visit the AIMS Society website for details.

The updated requirement must be fulfilled by the last day of the month when the designee originally completed the CPIA designation requirements.

Calendar of Classes