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CPIA

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CPIA

CERTIFIED PROFESSIONAL INSURANCE AGENT (CPIA) DESIGNATION

The AIMS Society's Certified Professional Insurance Agent(CPIA) Designation is the first-of-its kind, hands-on, how-to training. These Seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce increased sales results immediately.

Benefits:

  • Enhance ability to efficiently create and distribute effective insurance programs.
  • Learn ways to increase sales
  • Broaden your organization's market reach
  • Learn to deliver customer derives that drives increased retention

Should I get my designation?

This program is recommended for intermediate or advanced agency staff including agents, brokers, agency  principals, producers, account managers and customer service representatives.

Designation Requirements

To earn the CPIA designation, candidates are required to participate in a series of three, one-day Insurance Success Seminars - Position for Success, Implement Success & Sustain Success.

Maintaining the CPIA Designation

After completion of the three Insurance Success Seminars you must attend an update annually.  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 maintaining individual or group membership in AIMS.

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CPIA DESIGNATION UPDATE
Disaster & Continuity Planning for Businesses & Families
Thursday, May 15, 2025

Agents Guide to Understanding & Mitigating Cyber Exposures
Friday, November 21, 2025

Please note: You can also take CPIA 1, 2 or 3 as an designation update.