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Registration for any class is required prior to the class date.  Be sure to bring your TDI license number with you to the class.  You will need to complete some required forms.

As classes are scheduled they will be posted under the Event List. Members will receive advance notice of any scheduled classes. Some classes may have limited availability.

Certified Professional Insurance Agent (CPIA)
      Designation Program Description
The AIMS Society's Certified Professional Insurance Agent (CPIA)
designation program is first-of-its kind, hands-on, how-to training.
To earn the CPIA distinction, candidates are required to successfully
complete the following:

Ï Three one-day Insurance Success Seminars. These seminars are
designed to enhance the ability of producer's, sales support staff and
company personnel, to efficiently create and distribute effective
insurance programs. Participants leave with ideas that will produce
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 AIMS Society's CPIA designation stands for professionalism, commitment
to sales training and results, and technical knowledge. The designation does
require a continuing education update every other year.

Insurance Success Seminars Course Content
The Insurance Success Seminars training modules have been rated very
highly by both producers who have taken them and by participating company
representatives. The one-day format and nominal cost to attend each module
has made them particularly useful and popular. Following are general
descriptions:

CPIA 1 – Positioning For Success
Course objectives:
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. Throughout each section of the workshop material, tips
for preventing Errors & Omissions are highlighted and discussed.
CPIA 2 – Implementing for Success
Course objectives:
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. Throughout each section of the workshop material,
tips for preventing Errors & Omissions are highlighted and discussed.
CPIA 3 – Sustaining Success
Course objectives:
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 Professional Expectations; the Law of Agency; and Legal and
Ethical Standards. Throughout each section of the workshop material, tips
for preventing Errors & Omissions are highlighted and discussed.

Maintaining the CPIA Designation
To maintain the right to use the Certified Professional Insurance Agent (CPIA)
designation, CPIA's must participate in one of the three Insurance Success
Seminars core seminars; attend the PRO-to-PRO Executive Retreat; attend
a Regional Sales & Marketing Training Event or attend one of the Advanced
Insurance Success Seminars every other year. The update requirement must be
fulfilled by the last day of the month during which the designee originally
completed the CPIA designation requirements.
For example: CPIA Designation Requirements completed in December, 2003.
The first update must be taken before December 31, 2005 - allowing two years
for the update to be completed. The newest option is to become a member of
the AIMS Society at the Individual or Agency Level (membership is renewed
annually). As long as membership is maintained, the update requirement
will be met.

Fulfilling the CPIA Update Requirement
CPIA's will be reminded via postcard 12 months prior and 3 months prior
to their update due date. Upon completion of the update seminar, the AIMS
Society will be notified by the course sponsor via the course roster. CPIA's
who complete their update during any event sponsored directly by the AIMS
Society will automatically be updated by the AIMS Society via program records.
Successful completion of the update will be confirmed via letter/postcard from
the AIMS Society.

Reinstatement Policy
CPIA's who do not meet the requirements for update by the required date
will be notified by the AIMS Society and given 6 months to attend an update
seminar. If, after six months, the update requirements have not been met,
the rights and privileges associated with the CPIA designation will be revoked.

CPIA Update Extensions
The AIMS Society reserves the right to grant an extension of the CPIA
update period. Requests for extensions will be reviewed on a case-by-case basis.
All requests for extensions must be made in writing.

Advanced CPIA Courses

Advanced Personal Lines Risk Analysis for E&O Loss Prevention

Discussion of insurance agent's legal responsibility to apply effective loss prevention techniques that will benefit personal lines insurance consumers. 

Included will be discussion on:

• curent causes of errors and omissions in agencies today
• producer's responsibility to the insurance company
• issues surrounding records control, and
• the importance of internal agency controls

In addition, there will be a review of effective personal lines E&O damage prevention and control.  Participants will be introduced to the importance of consistently completing an exposure identification questionnaire for improved customer service and E&O loss prevention.  The needs for a current and complete questionnaire as an aid to the risk managemnet process will be discussed followed by a thorough review and discussion of recommended personal lines checklist items.


This course meets the CPIA designation update requirement.  In addition it is approved for 7 hours of CE credit, and has been approved by Utica Mutual for E&O loss prevention credit.