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! You can earn OR update your CPIA designation (advanced courses available) during the COVID-19 pandemic via webinar.
The AIMS Society, in partnership with PIA of MN, is currently offering of the CPIA Seminar Series via webinar.
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.
Please click on the links below for program and registration information.
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!
Neither adverse weather nor a pandemic could stop this year’s class from achieving their Certified Professional Insurance Agent designation! Congratulations to: Robert Anfinsen - SFM Mutual, Cheri Bodeen - First International Insurance Staples, Rebecca Darlington – Oakwood Insurance Agency, Doug Ecklund – EMC, Joshua King – PIA Minnesota, Sarah Schmidt – A Family First Insurance Agency, Carla Sticha – Keepsake Insurance Agency , Brandon Struck – AAA. A special THANK YOU to Western National Insurance Company for hosting our CPIA seminars this year! The classes featured excellent participation and some great discussion on how agencies can create a better client experience by a great group of agents and company representatives, including many CPIA designees that returned for their biennial update. Congratulations!