PIA Proudly Presents
The Certified Professional Insurance Agent
Insurance Marketing and Designation Program
Congratulations to our new CPIA Designees for 2018! Pictured from left to right are:
Renee Uhlenhopp (Americana Insurance Group), David Paterson (Beadell Agency DBA Community Insurance), Jay Goslinga (Princeton Insurance Agency), Ross Metcalf (American Agency), Matt Jakubowski (West Bend Mutual Insurance Company), Brian Schommer (Miller Hartwig – Schommer Agency), Irene Boden (MetLife), Kadi Maki (AAA Coon Rapids), MaryJo Kometz (Hoff’s Insurance Specialists), and Jason Zattler (Wiser Insurance Agency). Not Pictured: Angela McCormick (Americana Insurance Group); Randy Paa (West Bend Mutual Insurance Company) and Skylar Kuharski (Lardy’s Insurance Agency).
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
This year the PIA of MN seminars will be 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 CPIA seminars are scheduled as follows:
CPIA1: Thursday, February 22, 2018
CPIA2: Thursday, March 22, 2018
CPIA3: Thursday, April 12, 2018 *Location Change - see Note below*
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.
All three seminars will be held at the City of Savage, MN City Hall in the Marion-Marietta Hall Meeting Room - located at 6000 McColl Drive, Savage, MN 55378.