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.
- No Test Required
- Sales Based ideas that count for CE credit
- E&O highlights in every class
- 7 Hours of CE Credit
The three Insurance
Success Seminars are:
CPIA 1 — Position for Success
Course Objectives: During this program, participants are encouraged to focus on
internal/external factors affecting the development of effective business 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.
CPIA 2 — Implement for Success
Course Objectives: During this session, participants will be provided specific
tools for analyzing consumer needs; will learn to utilize risk identification
techniques to gather pertinent 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.
CPIA 3 — Sustain Success
Course Objectives: This program focuses on fulfilling the implied promises contained
in the insuring agreement. Students will review methods of providing evidence of
insurance coverage; will discuss policies and procedures for controlling E&O,
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.
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!
Seminar Fees (per seminar):
PIA Member: $175.00
Non-PIA Member: $200.00
Click HERE for Registration Forms
Click HERE for 2019 Schedule
For more information on the CPIA Program,
Click Here.
Click
Here to download the registration form,
or to submit an application online (classes are
NOT conducted online),
or email Coleen Brooks at
coleen@piaoflouisiana.com for
more information.
Want to host the CPIA Series in the comfort of your own office? Email
Coleen Brooks for more information.
