The independent insurance agents' association in Vermont is the newest sponsor of the American Insurance Marketing & Sales (AIMS) Society's Certified Professional Insurance Agent (CPIA) professional designation program.
Earning the CPIA designation requires completion of a series of Insurance Success Seminars. The three day-long CE-qualified CPIA workshops teach practical techniques for use before, during and after a sale. It is designed for anyone with customer interface, particularly producers, sales managers, account managers, service staff and company marketing representatives.
"The CPIA designation is open to any Vermont agent," said Mary Eversole, executive director for the Vermont Insurance Agents Association. "We emphasize it in particular for young agents. It's a great opportunity to gain insight crucial to career development and advancement."
"CPIA training helps agency and brokerage leaders prepare employees throughout their organizations-from producers to service staff-to better understand client needs, develop responsive programs and increase revenue," said Donna Gray, AIMS Society executive director. "This is especially important as customer buying behaviors are changing and independent agents and brokers are refocusing their operations and sales processes in response."
According to Gray, the Vermont association joins a growing number of sponsors of the practical, hands-on insurance learning that are part of the CPIA Insurance Success Seminars: Position for Success (CPIA 1), Implement for Success (CPIA 2) and Sustain Success (CPIA 3). Workshops are approved in Vermont for 7 (CPIA 1), 7 (CPIA 2) and 7 (CPIA 3) continuing education units (CEUs.)
The Vermont Insurance Agents Association will offer the Insurance Success Seminars for students from Vermont and other states in 2015: October 8 (CPIA 1 in Montpelier, VT); October 22 (CPIA 2 in Montpelier, VT); and October 29 (CPIA 3 in Montpelier, VT). Students are encouraged to complete the sessions in consecutive order (i.e. CPIA 1, then CPIA 2, and then CPIA 3,) although that is not required.
For more information on the Vermont CPIA education programs, visit http://www.viaa.org/education-center/continuing-education-calendar, contact the association's Education Department at (802) 229-5884 or email Mary Eversole at firstname.lastname@example.org.
For detailed information on the CPIA curriculum, or to discuss customized marketing and sales training, visit the AIMS Society Web site at www.AIMSSociety.org or contact Donna Gray at 877-674-CPIA (2742).