To earn the CPIA designation, candidates are required to participate in a series of 3, one-day Insurance Success Seminars. These are live, instructor led courses, designed to enhance the ability of producers, sales support staff and company personnel to efficiently create and distribute effective insurance programs.
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;
how to prepare a complete submission; and
tips for preparing and presenting a comprehensive insurance proposal.