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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
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 Errors & Omissions are highlighted and discussed.

CPIA 2 — Implement for Success
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 Errors & Omissions are highlighted and discussed.

CPIA 3 — Sustain Success
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.


Advanced Seminars

*CPIA Advanced Seminars do not count toward earning the CPIA Designation. They can be applied toward a CPIA update requirement and/or Louisiana continuing education requirements.

Disaster and Business Continuity Planning Webinar
During this program, participants are encouraged to focus on factors effecting disaster and business continuity planning. Areas discussed include types of disasters, key planning elements, disaster team makeup, insurance considerations, and funding challenges. Participants will use case studies and exercises to practice concepts and techniques covered in the course. This course is open to everyone and does satisfy the CPIA Update requirement.

An Agents Guide to Understanding and Mitigating Cyber Exposures Webinar
During this program, participants are encouraged to focus on the exposures, insurance recommendations for coverage and risk management techniques used to identify, analyze, and control them. This program will examine cyber threats of an organization. Having proper insurance along with implementing proper control and company policies can keep an organization from financial ruin. This course is open to everyone and does satisfy the CPIA Update requirement.

An E&O Loss Control Program for all Agencies
Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to approach management with a plan for creating a loss control program. This course is open to everyone and does satisfy the CPIA Update requirement.


Important information about receiving and maintaining your CPIA Designation

Upon completion of the three part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the AIMS Society. Diplomas are prepared on a quarterly basis.

The CPIA designation does require an annual update. This update requirement can be satisfied by attending one of the following:
  • attend one of the core Insurance Success Seminars, CPIA 1 – Position for Success;
    CPIA 2 – Implement for Success; CPIA 3 – Sustain Success;
  • attend one of the Advanced Insurance Success Seminars;


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.





Thanks to Our 2022 PIA Partners:
Capital Premium Financing Gulf States Insurance Co. Johnson, Yacoubian & Paysse LRA Workers' Comp
Markel Specialty National General, an Allstate company SageSure Stonetrust Insurance
Professional Insurance Agents of Louisiana
4021 W. E. Heck Ct., Building K • Baton Rouge, Louisiana 70816
(800) 349-3434 • (225) 766-7770 • (225) 766-1601 (fax)