Education: CPIA - Nebraska & Iowa

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Insurance Success Seminars

The only CE-approved, sales-driven designation program designed specifically for property/casualty insurance professionals!

The PIA of NE IA is proud to announce the offering of a new training and designation program. The American Insurance Marketing and Sales Society's Certified Professional Insurance Agent (CPIA) designation is a first-of-its kind, hands-on how-to, continuing education-approved insurance designation.

Why is CPIA for you? Because your agency's success comes down to relationships-and CPIA is your building block. If you truly are dedicated to ensuring your independent agency succeeds in today's highly competitive market, consider the CPIA designation.

The CPIA designation aims to fortify your relationship-building techniques. The designation consists of three core CPIA  Insurance Success Seminars: CPIA 1-Position for Success; CPIA 2-Implement for Success; and CPIA 3-Sustain Success.


In general, the objectives of each one-day session are as follows:

CPIA 1 - Position 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 - Implement 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 - Sustain Success - Course objectives: This program focuses on fulfilling the implied promises contained in the insurance 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.

**Each course is approved in 7hrs General CE in IA and 7hrs P/C CE in NE.