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 Seminar Course Content
- 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 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
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
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
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
. 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.
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
to download the registration form
or email Coleen Brooks at