Objective:

This workshop is designed to provide participants with an overview of the 3-part Certified Professional Insurance Agent (CPIA) professional development curriculum. The session, while providing a “taste of CPIA”, provides valuable tips on the current insurance marketplace, risk analysis and management, account development and retention, and client-service in an interactive format. Agency sales managers, account managers, producers, internal support staff and company marketing personnel all benefit from this program.

Think of it as a taste of what the full CPIA experience delivers. If you choose to continue with the complete 7‑hour Core Topics, each subject dives much deeper, providing the in‑depth knowledge and practical strategies that define the CPIA designation.

Best of all, earning your CPIA is simple—no exams required. Just attend the three core courses, build your expertise, and take your professional growth to the next level.