<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=524741784929547&amp;ev=PageView&amp;noscript=1">
Certified Professional Insurance Agent Designation (CPIA)

The AIMS Society’s Certified Professional Insurance Agent (CPIA) Designation is a nationally recognized designation program. The seminars are designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce increased sales results immediately.

The three parts of the CPIA designation will teach you how to build and deliver effective insurance programs, broaden your organization's market reach and deliver customer service that drives increased retention. You will leave with expanded technical knowledge, practical ways to reduce E&O exposures and a greater confidence in your ability to serve today's customers with what they want...and more.

How To Earn the CPIA Designation

Candidates are required to participate in a three, one-day core workshops -- Insurance Success Seminars within 3 years. There are no exams required for this program. Students are encouraged to complete the sessions in consecutive order (i.e. CPIA-1, CPIA-2 and then CPIA-3) although it is not a requirement.

CPIA-1 Position for Success

This program is geared towards individuals who are interested in making certain that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel and anyone who wants to ignite a sales fire within their organization. During this program, participants will be encouraged to focus on internal and external factors affecting the development of effective business development plans.

CPIA-3 Sustain for Success

This program is geared towards individuals who are interested in making certain that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel and anyone who wants to ignite a sales fire within their organization. During this program, participants will focus on fulfilling the implied promises contained in the insuring agreement.

CPIA-2 Implement for Success

This program is geared towards individuals who are interested in making certain that their customers have the best possible protection. It is for producers (seasoned and new), sales support staff, company personnel and anyone who wants to ignite a sales fire within their organization. During this program, participants will be provided with specific tools for analyzing consumer needs.

CPIA Advanced: Cyber Security

During this program, participants are encouraged to focus on the insurance implications of cyber security lessons. Cyber attacks can take many forms and affect companies in different ways. This program will examine many cyber attack methods and discuss the insurance implications. Having the proper insurance coverages in place can mean the difference between a company recovering or going out of business.

Continuing Education:

The CPIA is approved in most states (click here to see the latest list for all states).
In Massachusetts, the programs are approved for:

  • CPIA-1......4 CEUs
  • CPIA-2......6 CEUS
  • CPIA-3......5 CEUs

The state requires that registrants to attend each course in its entirety to receive the continuing education units for the class.

2020 Fees

MAIA Members: $195
Non-Members: $295

REGISTRATION:   8:30 a.m.

CLASS TIME:         9:00 a.m. - 4:00 p.m.

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your CPIA Designation.  Learn more...NOW!

CPIA Update Requirement:

To maintain the right to use the Certified Professional Insurance Agent (CPIA) designation, CPIA’s must re-certify every other year in one of the following ways:

  • Participate in one of the three Insurance Success Seminar core workshops 
  • Attend a Regional Sales & Marketing Training Event or
  • Attend one of the Advanced Insurance Success Seminars ....

Advanced Personal Lines Risk Analysis for E&O Loss Prevention 

Advanced Commercial Lines Risk Analysis for E&O Loss Prevention

The update requirement must be fulfilled by the last day of the month during which the designee originally completed the CPIA designation requirements.

Classroom & Training Center Policies

CONTACT MAIA

*Denotes required field.