What is the Certified Professional Insurance Agent Course?
This is a fast-track, three day, intensive program to earn the CPIA designation. It was developed by the American Insurance Marketing and Sales (AIMS) Society, and is a powerful tool that will help you educate consumers on the best insurance products for their needs.
This program is ideal If you are an:
- Insurance industry practitioner seeking to enhance or advance your career
- Individual or manager responsible for insurance agency operations
- Insurance or financial services staff pursuing career change or promotion
- Insurance professional considering acquisition or expansion of your operations
It is designed to:
- Enhance your career potential and professional status with hands-on, how-to training
- Present practical lessons and career networking advice
- Earn 7 Continuing Education (CE) credits per day (21 total) or maintain CPIA designation status
- Deliver a systematic framework for successful account review and development
What to Expect
No exam is required to earn this credential. Your class will be led by top insurance industry experts:
Janet K. Holstine, BA, MSL, CIC, LIC, CPIW, AIT, DAE, CPIA (Bio)
Mary A. LaPorte, CPCU, CIC, LIC, CPIA (Bio)
Class will run from 8:30 to 4:30 p.m. each day. Upcoming sessions include:
- Livonia - February 19-21, 2013
The three-day program curriculum includes:
Positioning for Success
- Internal and external factors for developing effective business plans
- Overview and competitive analysis of the insurance marketplace
- Insurance carrier underwriting criteria
- Consumer expectations and understanding
- Customizing customer insurance plans
- Tips for preventing errors and omissions
Implementing for Success
- Conducting a thorough risk analysis
- Preparing submissions that meet or exceed underwriter expectations
- Creating insurance solutions through addressing coverage concerns or gaps
- Preventing errors and omissions in proposals
Sustaining Success
- Enhancing client relationships through risk counseling
- Increasing client security using proactive account development
- Effective communication during policy delivery
- Risk review
- Planned client contact activities
- Legal and ethical performance standards
Course Fees
$495 per attendee for all 3 days, includes lunch and break refreshments. Continuing Education credit processing fee $21 (if desired).
$200 per attendee per day if not attending all 3 days. Continuing Education credits are $7 per day if desired.
Credits eligible as follows:
- Day 1 - CPIA 1 #51345 (7)
- Day 2 - CPIA 2 #51346 (7)
- Day 3 - CPIA 3 #51347 (7)
