AIMS Society Overview

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WELCOME
The CPIA Designation
Professionalism Sales Excellence
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• First-of-its-kind, hands-on, how-to training
• To earn the CPIA designation, candidates
  participate in a series of three one-day
  Insurance Success Seminars
• CPIA Insurance Success Seminars 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 CPIA designation
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Insurance Success Seminars lead to the CPIA
designation
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Why consider the CPIA designation?
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• Internal and external factors affecting the
  creation of effective business development plans
• The state of the insurance marketplace
• Analysis of competitive pressures
• Insurance carrier underwriting criteria
• Consumer expectations
• Understanding and identifying needs
• Errors and omissions loss prevention

Position for Success (CPIA 1)
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What people are saying
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• Tools designed for analyzing consumer needs
• Proven risk identification techniques to gather
  pertinent prospect information
• Skills needed to assimilate gathered information
  into a customized protection program
• Exercises designed to promote effective delivery
  of proven insurance solutions
• Ways to help prevent errors and omissions from
  occurring

Implement for Success (CPIA 2)
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What people are saying
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• Strategies for fulfilling implied promises
  contained in the insuring agreement
• Methods for providing evidence of insurance
  coverage
• Policies and procedures for controlling errors
  and omissions
• Details of policy review and delivery,
  endorsements, claims processing and handling
  client complaints
• Review of professional expectations, the law of
  agency, and legal and ethical standards

Sustain Success (CPIA 3)
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What people are saying
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• State associations, insurance carriers and other
  education providers offer CPIA Seminars in more
  than 25 states
• CPIA Seminars are approved for continuing
  education credit in more than 42 states and
  jurisdictions
• CPIA Seminars are Guaranteed
• Implement the principles covered in these
  sessions and experience a 20 increase in
  personal production within six months, or your
  registration fee will be refunded!
• CPIA Seminars can be customized for
  carrier/broker in house use

Additional information
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• Click here to view a quick video sample of a
  typical seminar
• Visit www.cpia.com for a complete schedule of
  CPIA Seminars and links to seminar sponsors
  throughout the country
• For information about membership in the American
  Insurance Marketing Sales Society, visit
  www.aimssociety.org
• Contact the AIMS Society with questions via
  e-mail at info_at_aimssociety.org

CPIA is offered by the AIMS Society