The American Insurance Marketing and Sales Society's Certified Professional Insurance Agent designation is first-of-its kind, hands-on, how-to training. The Insurance Success Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute comprehensive insurance programs. Participants leave with ideas that will produce results immediately.

Students are encouraged to complete the sessions in consecutive order, but it is not mandatory to do so. See the AIMs Society's FAQ for more information.

The CPIA E&O designation is approved for E&O loss prevention credit by Utica Mutual. Contact PIA’s E&O department for details.

CPIA Courses

Advanced Commercial Lines Risk Analysis for E&O Loss Prevention
N.Y. 7 all licenses; N.J. 7 GEN; Conn. 5 PC, 2 LRE

This one-day seminar will combine two distinct topics to enhance the professionalism and sales excellence of today's commercial lines producers and customer service personnel:

Position for Success (CPIA 1)
N.Y. 7 all licenses; N.J. 7 GEN; Conn. 5 PC, 2 LRE

During this program, 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 and omissions are highlighted and discussed.

Implement for Success (CPIA 2)
N.Y. 7 all licenses; N.J. 7 GEN; Conn. 5 PC, 2 LH

During this session, 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 and omissions are highlighted and discussed.

Sustain Success (CPIA 3)
N.Y. 7 all licenses; N.J. 7 GEN; Conn. 6 PC, 1 LRE

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 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 and omissions are highlighted and discussed.

Frequently asked questions (AIMS Society)

AIMS Society CE provider numbers:

N.Y. NYPO-100359
N.J. 10340
Conn. 11830

Cancellation

PIA cancellation, transfer and no-show policies for online programs:

• If more than five business days prior to program: Cancellations/transfers are fully refundable.
• If less than five business days: Cancellations/transfers incur fees of $60 for online CIC programs and $15 for online CISR or CPIA programs.
• If up to five days after program: No-show transfers incur the following fees-- $60 for online CIC programs and $15 for online CISR or CPIA programs. Any additional charges must be paid at time of transfer.
• If more than five days after a program: No refunds or transfers are allowed.
• For gen ed webinars: No cancellations if you have already RSVPed, as registrants will automatically get the PIA Webinar ON DEMAND replay. If you have not RSVPed, transfers or cancellations will only be processed up to 5 days after the date of the webinar and a fee may apply. Contact the Education department to see your options.

PIA cancellation, transfer and no-show policies for in-person programs:

• If more than five business days prior to program: Cancellations/transfers are fully refundable.
• If less than five business days: Cancellations/transfers incur fees of $120 for CIC programs, $30 for CISR, $25 for CPIA or full-day programs and $15 for half-day programs.
• If up to five days after program: No-show transfers incur the following fees-- $120 for CIC programs, $30 for CISR, $25 for CPIA or full-day programs and $15 for half-day programs. Any additional charges must be paid at time of transfer.
• If more than five days after a program: No refunds or transfers are allowed.