PIA of Louisiana is rolling out a new designation! The Certified Professional Insurance Agent (CPIA) is first-of-its-kind, hands-on, how-to training. To earn the 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. Throughout each section of the seminars tips for preventing Errors & Omissions are highlighted and discussed. Participants leave each class with ideas that will produce sales results immediately.

CPIA training has been rated very highly by both producers, customer service personnel, and insurance company representatives. The one-day format and nominal cost to participate have made them particularly useful and popular.

Following are general descriptions of each CPIA seminar:

CPIA 1 — Position for Success
Course Objectives:
During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include:

• current state of the insurance marketplace;
• competitive pressures;
• insurance carrier underwriting criteria; and
• consumer expecatations.

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

CPIA 2 — Implement for Success
Course Objectives:
During this workshop, participants learn:

• specific tools for analyzing consumer needs;
• how to utilize risk identification techniques to gather pertinent prospect information;
• skills necessary to assimilate information gathered into customized coverage recommendations;
• how to prepare a complete submission; and
• tips for preparing and presenting a comprehensive insurance proposal.

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

CPIA 3 — Sustain Success
Course Objectives:
This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will:

• 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; and
• learn how to calculate the lifetime value of a client and techniques for generating referrals.

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.


Students are encouraged to complete the seminars in consecutive order, i.e., CPIA 1, CPIA 2, then CPIA 3. However, this is not a requirement.

PIA of Louisiana is the only provider in the state to offer this groundbreaking designation. This is perfect for producers and CSRs working in your agency!

PIA Member: $165.00
Non-PIA Member: $185.00