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Certified Professional Insurance Agent (CPIA) Program

Improve your sales techniques and watch your commissions grow.


The CPIA Insurance Success Seminars will help you plan and improve your sales techniques to convert your prospects into a clients. Learn to generate qualified sales leads that will translate into more sales, and more commissions.

These interactive seminars you will help you to achieve your sales goals.  Learn to use your marketing and sales tools to qualify prospects, spending your energy on leads that count. Fine tune your communication and sales techniques and keep that hard-earned business.  

Unlike general sales programs, the Insurance Success Seminars are designed specifically for insurance agents.   You will get what you need to generate insurance sales, keep what you sell and watch your commissions grow.  

IA&B will conduct Insurance Success seminars in agency or company offices. Click here to learn more.

Who Should Attend

Insurance Success Seminars are open to any employee of an agency, insurance company or insurance-related business. Anyone who wants to enhance or learn sales techniques and marketing communication is encouraged to attend. Attendance of all three seminars will give participants the “big picture” of what it takes to attract and maintain prospects and customers.

Earning the Designation

Full attendance at all three seminars allows participants to earn the CPIA (Certified Professional Insurance Agent) designation; no exam is required. Anyone may attend any one seminar of interest.

Maintaining the Designation

The CPIA designation holds a biennial update (once every two years).  This updated requirement can be satisfied through participation in any one of the three core Insurance Success Seminars, participation in any one of the Advanced Insurance Success Seminars, by attending the AIMS Society's annual PRO-to-Pro Executive Retreat or by maintaining individuals or agency membership in the AIMS Society.

 Course Times

Registration:     8:00 a.m.
Seminar:          8:30 a.m. – 4:30 p.m.

Registration Fees

Individual Seminars

Member:  $195 per person/per seminar
Non-member:  $235 per person, per seminar.
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Seminar Series

Member:  $530* same person/all seminars
Non-member:  $640* same person/all seminars


*In order to receive this multiple course discount, please register by completing the registration form or by calling the IA&B Member Service Center toll-free at (800) 998-9644 or locally at (717) 795-9100.


  • Registration fee includes instruction, comprehensive notebook, coffee breaks, lunch and MD and PA CE filing fees
  • Confirmation will be sent prior to the institute.
  • Register early, program space is limited.
  • Dates, fees and locations are subject to change

Program Specifics: