PIA is pleased to announce an outstanding opportunity for you to receive hands-on, how-to training that you can immediately put to work back at your office! Insurance Success Seminars lead to the CPIA designation and are developed by the American Insurance Marketing and Sales Society (AIMS). The courses are designed for company and agency sales managers, high-performing producers, new producers who want to jump start their careers, and anyone who wants to ignite a sales fire within their organization. The CPIA designation also qualifies as an approved E&O Loss Control Seminar by Utica National Insurance.
Can't attend all three sessions as scheduled? Each session is approved for 7 hr. CE credit and serves as a stand-alone course that provides valuable information for your agency. While you must attend all three sessions to earn the CPIA designation, you DO NOT need to take all three sessions in order—simply catch the course you missed the next time it is offered!
The PIA of MN seminars are presented by Steve Becher, CIC, CPIA. Steve is the Executive Director of the PIA of North Dakota. Prior to joining PIA, Steve was a teacher and coach. He also spent 18 years in the property/casualty business as an agent and later as agency manager of an independent insurance agency in West Fargo, ND. Steve consistently receives high reviews for educational classes, including the CPIA seminars.
CPIA1— Position for Success
During this program, participants are encouraged to focus on internal and external factors affecting the development of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding.
CPIA2—Implement for Success
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.
This program focuses on fulfilling the implied promises contained in the insuring agreement.
Students will review methods of providing evidence of insurance coverage and discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints.
Don’t lose your momentum! Continue to earn OR update your CPIA designation during the COVID-19 pandemic via webinar.
The AIMS Society and PIA of MN are planning to host this one-time offering of the CPIA Seminar Series via webinar May 13, May 20, and May 27, 2020.
We want to ensure that our members who are currently in pursuit of the designation have the ability to meet their education goals. Plus, the CPIA curriculum content is timely and delivers practical solutions for agency growth during this time when physical distancing is required.
Each course is scheduled from 7:30 – 3:30 a.m. with a 10-minute break every hour and a 1-hour break for lunch. In order to receive credit toward completion or update of the CPIA designation and to receive CE credit, participation for the entire seminar is required. There will be polls and questions asked throughout the webinar to confirm attendance. CE credits will be filed after completion of each course.
The registration fee is $159 per course.
Please click on the links below to register.
-Wednesday, May 13, 2020 – Position for Success (CPIA 1) – 7:30 a.m. – 3:30 p.m. – Facilitator – Ed Lamont, CPIA, CIC, CRM
-Wednesday, May 20, 2020 – Implement for Success (CPIA 2) – 7:30 a.m. – 3:30 p.m. – Facilitator - Becky Lathrop, CPIA, CIC
-Wednesday, May 27, 2020 – Sustain Success (CPIA 3) – 7:30 a.m. – 3:30 p.m. – Facilitator - Jim Mansfield, CPIA
*Note: Class times listed on the AIMS Website are Eastern Division Time (EDT).
Within one (1) business day you will receive a confirmation email from GoToWebinar which will include the link to access the course(s). You will receive a separate email with a link to download the student workbook in advance of the class.
Please contact Donna Gray with the AIMS Society at Donna@AIMSSociety.org or by phone at 877-674-CPIA (2742) with any questions.
CONGRATULATIONS TO THE 2019 CPIA DESIGNEES!
The CPIA 3 seminar is the final step for several new CPIA candidates. Earning their CPIA Designation this year are (L-R) Joe LaRose, Sentry Insurance; Connor Ferguson, SFM; Josh Anderson, Insurance Brokers of MN; Almeida Music, American Agency, Inc.; Sean McElhone, Paul Leaf, Emily Leaf, and Dave Stewart (not picture), with North Central Insurance Associates, Inc. We also appreciate PIA Partner, AAA of Minnesota, for hosting the CPIA classes this year! We had a great group of agents and company representatives in attendance, including many CPIA designees that returned for their biennial update. As usual, the class featured excellent participation and some great discussion on how agencies can create a better client experience! THANK YOU to all that attended the CPIA courses this year and CONGRATULATIONS to the new Certified Professional Insurance Agent Designees!