PIA Proudly Presents
The Certified Professional Insurance Agent
Insurance Marketing and Designation Program
CONGRATULATIONS TO NEW CPIA DESIGNEES! Yesterday’s CPIA 3 seminar was the final step for several new CPIA candidates. Earning their CPIA Designation this year are (L-R) Joe LaRose, Sentry Insurance; Connor Ferguson, SFM; Josh Anderson, Insurance Brokers of MN; Almeida Music, American Agency, Inc.; Sean McElhone, Paul Leaf, Emily Leaf, and Dave Stewart (not picture), with North Central Insurance Associates, Inc. We also appreciate PIA Partner, AAA of Minnesota, for hosting the CPIA classes this year! We had a great group of agents and company representatives in attendance, including many CPIA designees that returned for their biennial update. As usual, the class featured excellent participation and some great discussion on how agencies can create a better client experience! THANK YOU to all that attended the CPIA courses this year and CONGRATULATIONS to the new Certified Professional Insurance Agent Designees!
PIA is pleased to announce an outstanding opportunity for you to receive hands-on, how-to training that you can immediately put to work back at your office! Insurance Success Seminars lead to the CPIA designation and are developed by the American Insurance Marketing and Sales Society (AIMS). The courses are designed for company and agency sales managers, high-performing producers, new producers who want to jump start their careers, and anyone who wants to ignite a sales fire within their organization. The CPIA designation also qualifies as an approved E&O Loss Control Seminar by Utica National Insurance.
Can't attend all three sessions as scheduled? Each session is approved for 7 hr. CE credit and serves as a stand-alone
course that provides valuable information for your agency. While you must attend all three sessions to earn the CPIA
designation, you DO NOT need to take all three sessions in order—simply catch the course you missed the next time it
The PIA of MN seminars are presented by Steve Becher, CIC, CPIA. Steve is the Executive Director of the
PIA of North Dakota. Prior to joining PIA, Steve was a teacher and coach. He also spent 18 years in the property/
casualty business as an agent and later as agency manager of an independent insurance agency in West Fargo, ND.
Steve consistently receives high reviews for educational classes, including the CPIA seminars.
The 2019 CPIA seminars were held on:
CPIA1: Thursday, January 24, 2019
CPIA2: Thursday, February 21, 2019
CPIA3: Thursday, April 18, 2019
Please watch for the 2020 class schedule to be published in late 2019!
CPIA1— Position for Success During this program, participants are encouraged to focus on internal and external factors affecting the development of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding.
CPIA2—Implement for Success 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.
CPIA3—Sustain Success This program focuses on fulfilling the implied promises contained in the insuring agreement.
Students will review methods of providing evidence of insurance coverage and discuss policies and procedures for controlling errors and omissions including policy review and delivery,endorsements, claims-processing, and handling of client complaints.
The 2019 CPIA series will be held at our partner location - AAA Burnsville - 600 Travelers Trail, Burnsville, MN 55337. *Subject to change.
Contact PIA of MN at 866-694-7070 or firstname.lastname@example.org with questions.