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CPIA

 

The PIA of Florida is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. The CPIA designation is comprised of a series of Insurance Success Seminars. These three, one-day workshops teach practical "before”, "during”, and "after” the sale techniques for insurance producers, sales managers, account managers and company marketing representatives.

Participants leave with ideas that will produce increased sales results immediately. In fact, the Insurance Success Seminars are guaranteed: Implement the principles covered in these sessions and experience a 20% increase in personal production within six months, or your registration fee will be refunded!


The three Insurance Success Seminars are entitled:

  1. Position for Success (CPIA #1) - 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.

  2. Implement for Success (CPIA #2) - 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 skill necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.

  3. Sustain Success (CPIA #3) - 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 the Professional Expectations; the Law of Agency; and Legal and Ethical Standards.  


Facts You Should Know:

  • These courses are approved by the Florida DFS for seven (7) hours of "intermediate" level CE credit toward a 2-20 or 4-40 license. You may elect to attend courses solely for CE credit. For a listing of CE in other states, click here.

  • Candidates are required to successfully complete all three seminars within a three year period to earn the CPIA designation. They may be attended in any order; however, it is recommended that you attend them in the order listed, if possible.

  • The designation does require a biennial update. This update requirement can be satisfied through participation in any one of the three core Insurance Success Seminars,  participation in any one of the Advanced Insurance Success Seminars, or by attending the AIMS Society’s annual PRO-to-PRO*NOTE* Florida's Office of Insurance Regulation states that the same class can not be taken for credit within 2 years of each other.

  • Classes begin at 9:00AM and conclude for the day at 5:00PM.

  • Morning coffee, refreshments, and lunch will be provided courtesy of our sponsors.

  • Fees for each course are $150 for PIA of Florida members and $175 for non-members.

Click Here For Upcoming Courses In Your Area!

 

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Calendar

5/25/2017
CPIA Boca Raton Seminar Series: CPIA #2 - Implement for Success

6/15/2017
CPIA Boca Raton Seminar Series: CPIA #3 - Sustain Success

7/20/2017
CPIA Tampa Seminar Series: CPIA #1 - Position for Success


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