American Insurance Marketing and Sales Society (AIMS)

 

Certified Professional Insurance Agent designation

Point of Contact:  Donna Gray, Program Director

Available Services: Marketing and Sales Education

IAOA member discount:  IAOA members receive a $25 discount when they register for a Virtual Seminar hosted by the CPIA Program Office.

To receive the code, please call 877-674-CPIA(2742).

 

The 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 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 sales results immediately.

 

The three core CPIA Seminars are entitled:

Position for Success (CPIA 1)

Implement for Success (CPIA 2)

Sustain Success (CPIA 3)

 

Concentrated, single-topic seminars are also available.  A sampling of topics include:

Disaster and Continuity Planning for Businesses and Families

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

An E & O Loss Control Program for All Agencies

 

Seminars are offered in-person and online in both English and Spanish.  Seminars qualify for CE credit in most states.  For more details and the complete schedule of course offerings, visit www.cpia.com.

 

About the CPIA Program Office:  In late 2022, the National Association of Professional Insurance Agents (PIA) and the American Insurance Marketing and Sales Society (AIMS Society, original creators of the CPIA designation program) decided to consolidate to better serve the educational needs of independent agents and the entire insurance industry.  The coming together of these two powerhouse organizations, each with a long history of providing excellent education programming, will benefit both independent agents and the insurance industry as a whole.