First-of-its-kind, hands-on, how-to training To earn the CPIA designation, candidates participate in a series of three one-day Insurance Success Seminars CPIA Insurance Success Seminars 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.

Position for Success (CPIA 1) Sustain Success (CPIA 3) Implement for Success (CPIA 2)

I really enjoyed the entire three-day course. Lots of knowledge and information to think about. Would recommend this to anyone really serious about improving/enhancing their profession. (Mobile, AL) A good training class and a worthwhile designation. (Gahanna, OH) I really enjoyed the CPIA classes. Great real-world examples to help you grow your business. (Charlotte, NC)

Internal and external factors affecting the creation of effective business development plans The state of the insurance marketplace Analysis of competitive pressures Insurance carrier underwriting criteria Consumer expectations Understanding and identifying needs Errors and omissions loss prevention

Enjoyed the course. Wrote down ten ideas for improvement in my agency. (Austin, TX) Wonderful seminar! I think every agency/company employee should attend. (Philadelphia, PA) Would require for all agents and owners! (Columbus, OH)

Tools designed for analyzing consumer needs Proven risk identification techniques to gather pertinent prospect information Skills needed to assimilate gathered information into a customized protection program Exercises designed to promote effective delivery of proven insurance solutions Ways to help prevent errors and omissions from occurring

Some great points on avoiding E&O; also on retaining business and getting to know clients. A great review on some basics that were forgotten. (West Palm Beach, FL) Very beneficial and something I will take back to use. (Omaha, NE) One of the best classes I have taken in the past five years! (Glenmont, NY)

Strategies for fulfilling implied promises contained in the insuring agreement Methods for providing evidence of insurance coverage Policies and procedures for controlling errors and omissions Details of policy review and delivery, endorsements, claims processing and handling client complaints Review of professional expectations, the law of agency, and legal and ethical standards

Good to be reminded how we need to treat our clients in order to excel in this industry. (Pittsburgh, PA) Enjoyed and learned a lot. Inspired me to achieve higher levels in my field. (Athens, GA) CPIA 3 got to the meat of what an agency has to achieve to succeed. (Pittsburgh, PA)

State associations, insurance carriers and other education providers offer CPIA Seminars in more than 25 states CPIA Seminars are approved for continuing education credit in more than 42 states and jurisdictions CPIA Seminars are Guaranteed: – Implement the principles covered in these sessions and experience a 20% increase in personal production within six months, or your registration fee will be refunded! CPIA Seminars can be customized for carrier/broker “in house” use

Click here to view a quick video sample of a typical seminar Click here Visit for a complete schedule of CPIA Seminars and links to seminar sponsors throughout the countrywww.cpia.com For information about membership in the American Insurance Marketing & Sales Society, visit Contact the AIMS Society with questions via at