CPIA Registration
PLEASE NOTE: No information provided will be shared with others and will only be used to contact the registrant.
Email is our default & preferred method of communication. Business email will be used unless personal is preferred.
Please provide your BOTH your personal AND business email addresses. This is necessary as we may need to contact you outside normal work hours or in the event there is an error in your email address.
Mobile phone numbers may be used to text if email bounces back. As a final means of contact, we will call during work hours if possible.
Investment per selection
5 PC, 2 Ethics | 92123 web: AIMS Provider #0394
Position for Success (CPIA 1)- During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals.
Factors discussed include:
-current state of the insurance marketplace:
-competitive pressures
-insurance carrier underwriting criteria
-consumer expectations
Throughout each section of the workshop material, tips for preventing errors and omissions are highlighted and discussed.
5PC, 2 Ethics | 92124 web: AIMS Provider #0394
Sustain Success - CPIA 3 - This workshop focuses on fulfilling the implied promises contained in the insuring agreement.
Participants will:
- review methods of providing evidence of insurance coverage
- discuss policies and procedures for controlling errors and omssions including policy review and delivery, endorsements, claims-processing, and handling of client complaints
- learn how to calculate the lifetime value of a client and techniques for generating referrals.
Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
CPIA Special Topic Courses
Available as a CPIA update but a CPIA update is not required to take the classes.
Various topics offered throughout the year. Use link below to select dates and topics.
An annual update is required to maintain the CPIA designation. You may take the full days as set up - full date options:
February 12, May 5, August 5, September 16 or October 15…
OR
NEW OPTIONS - Mix N Match, pick a morning class and pick an afternoon class on May 5, August 5 or October 15. You may select ½ day classes on different days or select the option of topics on the same day.
Mix N Match Days: May 5, August 5 or October 15 - select a morning from any of these dates and an afternoon from any of these dates. Example - May 5 am and October 15 pm. A total of 7 hours of credit are required for your CPIA update.
5 PC. 2 Ethics | 92122 web: AIMS Provider #0394
Implement for Success (CPIA 2) - During this workshop, participants learn:
-specific tools for analyzing consumer need
-how to utilize risk identification techniques to gather pertinent prospect information
-skills necessary to assimilate information gathered into customized coverage recommendations
-hot to prepare a complete submission
-tips for preparing and presenting a comprehensive insurance proposal.
Throughout each section of the workshop materials, tips for preventing Errors & Omissions are highlighted and discussed.
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All CPIA (1, 2 & 3) bundle without CE $495
All CPIA (1, 2 & 3) bundles with MI CE credits $516
CPIA single day without CE $200
CPIA single day with MI CE credits $207
CPIA Special Topic single day without CE $200
CPIA Special Topic single day with MI CE credits $208
Registrants will be charged additional state CE fees if more than those charged by MI.
THANK YOU for registering for the CPIA classes.
PLEASE NOTE: No information provided will be shared with others and will only be used to contact the registrant.
Email is our default & preferred method of communication. Please provide your business AND personal email. This is necessary as we may need to contact you outside normal work hours or in the event there is an error in your email address. Cell phone numbers may be used to text if email bounces back. As a final means of contact, we will call during work hours if possible.