CPIA

Certified Professional Insurance Agent

Let’s grow, protect and educate together!

Certified Professional Insurance Agent (CPIA)

​​​​The AIMS Society’s Certified Professional Insurance Agent (CPIA) Designation is the 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 Insurance Success 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 increased sales results.

Enhance your marketing and sales skills

Greater income potential

Networking opportunity

The CPIA designation qualifies as an approved E&O Loss Control Seminar by Utica. Click HERE for more information

Questions about CPIA?

The Certified Professional Insurance Agent program helps you in many ways. Learn about how to obtain your CPIA, why its important, how to maintain your designation and much more.

Still have questions? Visit AIMS Society for additional information.

How do I obtain the CPIA designation?

Upon completion of the series of three Insurance Success Seminars, CPIA designation candidates are notified of their eligibility.  Candidates are awarded the designation and will be notified by email from the AIMS Society.  Diplomas are prepared on a quarterly basis.  

How do I maintain the CPIA designation?

The AIMS Society’s Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge.  The designation does require a biennial update.  This update requirement can be satisfied through participation in any one of the three core Insurance Success Seminars, participation in any one of the Advanced Insurance Success Seminars, by attending the AIMS Society’s annual PRO-to-PRO Executive Retreat, or by maintaining Individual or Group membership.  The update requirement must be fulfilled by the last day of the month during which the designee originally completed the CPIA designation requirements.

What course topic options are available with the CPIA designation?

The Insurance Success Seminars cover the following:

Position for Success – CPIA 1

Course Objectives: 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 Error & Omissions are highlighted and discussed.

Implement for Success – CPIA 2

Course Objectives: 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 Error & Omissions are highlighted and discussed.

Sustain Success – CPIA 3

Course Objectives:  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 & Omissions are highlighted and discussed.

Are continuing education hours available when taking the courses to obtain the CPIA designation?

Yes, all the CPIA courses are approved for state continuing education. Colorado specific CE hours are listed below. 

  • Position for Success – CPIA 1
    • 5 Hours of Property & Casualty CE, 2 Hours of Ethics
  • Implement for Success – CPIA 2
    • 5 Hours of Property & Casualty CE, 2 Hours of Ethics
  • Sustain Success – CPIA 3
    • 5 Hours of Property & Casualty CE, 2 Hours of Ethics 

For details on CE for other states, call PIIAC – (303) 512-0627 or AIMS Society- info@aimssociety.org.

What does a typical class schedule look like?

Each course is 1 day and usually consists of the following:

Registration 8:00am – 8:30am
Class 8:30am – 4:30pm