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Certified Professional Insurance Agent (CPIA) Designation

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 efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce increased sales results immediately. To earn the CPIA designation, candidates are required to participate in a series of three, one-day core workshops -- Insurance Success Seminars:

The workshops are engaging right from the start. You will work with fellow insurance professionals and learn by actually working on real-life issues. Together, you'll create practical solutions that you can implement as soon as you get back to your office. And because you learn by doing, not by just listening, you'll remember - and be able to use - much more of what is covered in class.

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

Other insurance professionals have described this program as "practical", "motivating" and "immediately useful". We think you will agree!

Instructor: Bruce Thomas, CPCU, CRIS, CPIA

Exam and Sequence of Order Information:

There are no exams required for this program. Students are encouraged to complete the sessions in consecutive order (i.e. CPIA-1, CPIA-2 and then CPIA-3) although it is not a requirement. You have 3 years to complete this program.

Continuing Education Information:
The CPIA is approved in most states* that have mandatory continuing education. In Massachusetts the programs are approved for:

  • CPIA-1......4 CEUs
  • CPIA-2......6 CEUS
  • CPIA-3......5 CEUs
The state requires that registrants to attend each course in its entirety to receive the continuing education units for the class.

*Subject to change, please click here to see the latest list for all states.

TUITION: $195.00 / member
with pdf manual
$295.00 / non-member
with pdf manual
$205.00 / member
with hard copy manual
$305.00 / non-member
with hard copy manual
If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your CPIA Designation.
Learn more...NOW!
REGISTRATION: 8:30 a.m.
CLASS TIME: 9:00 a.m. - 4:00 p.m.

CPIA Update Requirement:
The CPIA designation stands for professionalism, commitment to sales training and results, and technical knowledge and therefore does require an update every other year. To maintain the right to use the Certified Professional Insurance Agent (CPIA) designation, CPIA’s must recertify every other year in one of the following ways: The update requirement must be fulfilled by the last day of the month during which the designee originally completed the CPIA designation requirements.

CPIA’s will be reminded via email 6 months prior and 3 months prior to their update due date.


Photo ID:
You must present a photo ID to the registrar at each part of the program.

Cancellation Policy:
There will be a $55.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel prior to the class will result in loss of full registration fee.
Registration Options


We've implemented a secure system for registration and now only accept credit cards for web registrations.



      
REGISTER BY PHONE:
800-742-6363
800-742-6363
508-634-2900

REGISTER BY FAX:
(508) 634-2930
CPIA-1 Position for Success

This program is geared towards individuals who are interested in making certain 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. During this program, participants will be encouraged to focus on internal and external factors affecting the development of effective business development plans.

CLASS TOPICS:
  • Review of the state of the insurance marketplace
  • Analysis of competitive pressures
  • Necessary insurance carrier underwriting criteria
  • Consumer expectations and understanding
  • Discuss tips for preventing Errors & Omissions


DATE  GL NUMBER CLASS NAME CITY CEUs
6/5/17 251284 CPIA-1 Position for Success Woburn, MA 4
9/5/17 251285 CPIA-1 Position for Success Westport, MA 4
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



CPIA-2 Implement for Success

This program is geared towards individuals who are interested in making certain 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. During this program, participants will be provided with specific tools for analyzing consumer needs.

CLASS TOPICS:
  • Learn to utilize risk identification techniques to gather pertinent prospect information
  • Develop skills necessary to assimilate information gathered into a customized protection program
  • Participate in exercises designed to promote effective delivery of proven solutions
  • Discuss tips for preventing Errors & Omissions


DATE  GL NUMBER CLASS NAME CITY CEUs
6/12/17 251287 CPIA-2 Implement For Success Woburn, MA 6
9/6/17 251288 CPIA-2 Implement For Success Westport, MA 6
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


CPIA-3 Sustain for Success

This program is geared towards individuals who are interested in making certain 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. During this program, participants will focus on fulfilling the implied promises contained in the insuring agreement.

CLASS TOPICS:
  • 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
  • Review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards
  • Discuss tips for preventing Errors & Omissions

DATE  GL NUMBER CLASS NAME CITY CEUs
6/19/17 251290 CPIA-3 Sustain Success Woburn, MA 5
9/7/17 251291 CPIA-3 Sustain Success Westport, MA 5
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



Advanced Personal Lines Risk Analysis for E & O Loss Prevention

This course is intended for experienced personal lines insurance professionals. This one-day Seminar will combine two distinct topics to enhance the professionalism and sales excellence of today’s personal lines customer service agentl. "E & O and the Customer Service Representative” will discuss a CSR’s legal responsibility to apply effective loss prevention techniques that will benefit personal lines insurance consumers. In addition, there will be a review of effective personal lines E & O damage prevention and control.

By attending this program, Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Contact the Number One Insurance Agency for details at (800) 742-6363.

CLASS TOPICS:

  • the current causes of errors and omissions in agencies today,
  • the CSR’s responsibility to the insurance company,
  • issues surrounding records control, and
  • the importance of internal agency controls.

Introduction to the importance of consistently completing an exposure identification questionnaire for improved customer service and E & O loss prevention, review and discussion of recommended personal lines checklist items.


DATE  GL NUMBER CLASS NAME CITY CEUs
11/30/17 251098 Advanced Personal Lines Risk Analysis for E&O Loss Prevention (Counts towards CPIA Update) Milford, MA 6
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


Advanced Commercial Lines Risk Analysis for E & O Prevention

This course is intended for experienced commercial lines insurance professionals. 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. E & O and the Insurance Producer will discuss 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.

By attending this program, Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Contact the Number One Insurance Agency for details at (800) 742-6363.

CLASS TOPICS:

  • Current Causes of Errors and Omissions in Agencies Today
  • The Producer’s Responsibility to the Insurance Companies Represented
  • Records Control
  • Internal Agency Controls
  • Review of Effective Commercial Lines E & O Damage Prevention and Control
  • Introduce participants to the importance of consistently completing an exposure identification questionnaire for improved customer service and E & O loss prevention
  • Review and discussion of recommended commercial lines checklist items

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.


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