PIA of Tennessee is the exclusive sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program in Tennessee. Comprised of three one-day “Insurance Success Seminars,” the classes teach practical before-, during- and after-the-sale techniques for producers, sales managers, account managers and company marketing representatives. The CPIA designation is earned after completing the three seminars and is maintained by completing an update class every two years. CPIA 1 and 2 are approved for 7 hours of Tennessee C.E. credit; CPIA 3 is approved for 8 hours, and each class satisfies Tennessee’s requirement of 3 hours of ethics education. Also, Utica Mutual offers up to a five percent premium credit on E&O for attendance at CPIA education.
CPIA DESIGNATION COURSE OBJECTIVES:
CPIA 1 – Position for Success - Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
CPIA 2 – Implement for Success - Course objectives: During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
CPIA 3 – Sustain Success - Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Member Price: $135 / per class (Course Only)
Member Price: $142 / per class (with CE Filing)
Non-Member Price: $175/ per class (Course Only)
Non-Member Price: $182 / per class (with CE Filing)