Participate in a series of three, one-day Insurance Success Seminars that are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. You leave with ideas that will produce increased sales results and/or cross selling opportunities immediately. Attend all three seminars and earn the CPIA De
The Insurance Success Seminar training modules have been rated very highly by graduating producers and by participating company representatives. The format and nominal cost to attend each module have made them particularly useful and popular.
Position for Success Seminar
You will o focus on internal and external factors affecting the development of effective business development plans.
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Implement for Success
You will be provided with specific tools for analyzing consumer needs, learn to utilize risk identification techniques, will develop skills necessary to assimilate information and will participate in exercises designed to promote effective delivery of proven solutions.
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Sustain Success
You will focuse on fulfilling the implied promises contained in the insuring agreement.
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Maintaining the Designation
You have three years to complete the series of three Insurance Success Seminars. Upon completion of the series, you will be awarded the CPIA designation. Candidates are notified of their eligibility by email from the AIMS Society. Diplomas are prepared on a quarterly basis.
The designation requires 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 maintaining individual or group membership in AIMS.
Learn more about the Advanced Seminars
Learn more about membership in the CPIA Society