CPIA - Certified Professional Insurance Agent

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. Courses are comprehensive hands-on, how-to training program for insurance professionals, producers, sales support staff, and company personnel.

To earn the CPIA designation you are required to participate in a series of three, one-day seminars - NO EXAMS!

The Certified Professional Insurance Agent designation offers 3 core courses (CPIA 1, 2 and 3) for the insurance professional that needs to hone their sales ability.  Valid for CE in many states, these courses assist the young and mid-career insurance professional with foundational knowledge for top notch customer service and sales. Gain understanding how their actions can result in positive results while reducing E&O exposures.

Advanced courses offer several subjects and are open to all seeking the designation, CPIA Designees or mid to senior level insurance professionals.  These courses walk through many aspects of E&O loss control, planning, business continuity, disaster recovery, coverage recommendations, risk management techniques to develop your professional knowledge.

It might be surprising to many that your personality plays a big part in how you sell. Whether you are modest, curious, goal oriented, confident, or instinctual, CPIA modules round out the best for insurance sales techniques.
Consider earning a CPIA Designation to give you the advantage for improved sales goals and results.

COURSE MODULES

CPIA 1 – POSITION FOR SUCCESS

This seminar emphasizes the fundamental elements of effective insurance sales. Participants learn how to proactively position themselves in the marketplace by leveraging proven prospecting techniques, developing a targeted marketing plan, and mastering the process of identifying and qualifying leads. The curriculum covers goal setting, managing a productive sales pipeline, and establishing measurable benchmarks for success.

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
• consumer expectations.

Advanced courses on E&O, Disaster and Cyber are available too. 

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How To Earn and Maintain the Designation

How to earn the CPIA Designation:

Attend all 3 CPIA components to earn your designation. Maintain the designation by attending one of the three CPIA courses or special topic advanced courses yearly. CE Credit is available in most states.

And the best part? There is no test!

Maintaining the CPIA Designation

Attend one of the 3 modules each year. CPIA Designees can also attend one of the advanced courses to continue holding the designation.

Each CPIA Component is $165 for current PIA members and $195 for non members.

How to maintain your CPIA Designation:

To maintain the right to use the CPIA designation, designees must complete an update on an annual basis or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics that include:

• An Agent’s Guide to Understanding and Mitigating Cyber Exposures.
• Disaster and Continuity Planning for Business and Families
• An E&O Loss Control Program for Agencies