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.
- No Test Required
- Sales Based ideas that count for CE credit
- E&O highlights in every class
- 7 Hours of CE Credit
- NEW — Update required every year starting 2023
CPIA Seminar Course Content
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.
The following are general descriptions of each CPIA Seminars:
CPIA 1 — Position for Success
Know YOURSELF and the ORGANIZATION you Represent
Know Your INDUSTRY
Know Your PARTNERS
Know Your RESOURCES
Identify Your Markets
Identify Underwriting Concerns
Deliver Your Message
TAKE ACTION-Use What You Learned
CPIA 2 — Implement for Success
The Role of the Agent
Understand the Prospect
Effective Risk Analysis
Think Underwriting-Prepare the Submission
Delivering the Solution
CPIA 3 — Sustain Success
Deliver the Product
Provide Superior Service
Maintain and Enhance the Relationship
Pro-Active Account Review and Development
Improve Professionalism
CPIA Seminar Fees (per class):
PIA Member: $170.00
Non-PIA Member: $190.00
Click
here to download the registration form
or email Coleen Brooks at
coleen@piaoflouisiana.com for
more information.
