CPIA Designation

The AIMS Society’s Certified Professional Insurance Agent (CPIA) professional designation is first-of-its kind, hands-on, how-to training. To earn the CPIA designation, candidates are required to participate in a series of three, one-day Insurance Success Seminars.  The CPIA program is different!  Watch this video by a few of our presenters to hear why!

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. 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:

  • Position for Success (CPIA 1)
  • Implement for Success (CPIA 2)
  • Sustain Success (CPIA 3)

For some snippets of our Seminars, view our Video Sales Tips page!

To see more about the curriculum and to see what participants have to say about the program, view this short PowerPoint presentation!  Click Here

For a detailed description of the Course Objectives for each CPIA seminar, click here.   Click here to view the current CPIA Seminar Schedule & Registration Contact Information.  CPIA is approved for CE in most states.  Click here for a detailed list.


Partners in Sales Excellence
 (Customized Training for Insurance Carriers)

Enhance your commitment to sales excellence by affording your agency force and employees the opportunity to develop the marketing and sales skills necessary to make product knowledge pay off!  Let the AIMS Society customize Insurance Success Seminars to meet your company’s marketing and sales training needs.  Westfield Insurance Company, Utica Mutual, Motorists Mutual, Grange Insurance, Auto-Owners Insurance, Great West Casualty and many others are already seeing the benefits of this dynamic training.  For more detailed information, contact our Executive Director, Kitty Ambers

Maintaining the CPIA Designation
Upon completion of the series of three Insurance Success Seminars, CPIA designation candidates are notified of their eligibility. Candidates are awarded the designation and will be notified by letter from the AIMS Society.  Diplomas are presented during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO.  If a new designee is unable to attend the ceremony, diplomas are mailed after the conference.

The AIMS Society’s Certified Professional Insurance Agent (CPIA) designation stands for professionalism, commitment to professional training and results, and technical knowledge. 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, by attending the AIMS Society’s annual PRO-to-PRO, or by maintaining Individual or Agency membership.

Alabama CPIAs
CPIA Designees – Alabama Independent Insurance Agents Association
Here’s what participants are saying about the CPIA Seminars:

◊ Excellent presentation starting from step 1 that slowly walked through the marketing process from a very professional view. The information presented was up to date and very organized. (George Bailey – VA, Nov. 2009)

◊ Very practical, useful information. Great resources too. (Lou Reed, VA, Nov. 2009)

◊ Great class. Very motivating material on how to bring business in the door and retain that business. It is nice to have a class on the inner workings of an agency. (Kimberly Mathers, SC, Nov. 2009)

◊ I really enjoyed the entire 3 day course. Lots of knowledge and information to think about. Would recommend this to anyone really serious about improving/enhancing their profession. (Diane Hurst)

◊ Enjoyed the course. Wrote down 10 ideas for improvement in my agency. (Peter Polinsky)

◊ Good job. Needs to be taken by all producers. (Donald Whitecotten)

◊ Wonderful seminar! I think every agency/company employee should attend. (Teresa Glass)