CPIA - Certified Professional Insurance Agent

cpia combinedThe PIA of Wisconsin is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. The CPIA designation is comprised of a series of Insurance Success Seminars. These three, one-day workshops teach practical "before", "during", and "after" the sale techniques for insurance producers, sales managers, account managers and company marketing representatives. Completion rule, 3 years from first course. No exams.

Participants leave with ideas that will produce increased sales results immediately. In fact, The Insurance Success Seminars are guaranteed: Implement the principles covered in these sessions and experience a 20% increase in personal production within six months, or your registration fee will be refunded!

You can attend the CPIA courses in any order. No Test. Approved for 7 Wisconsin CE credits.

2017 CPIA Schedule & Registration Why CPIA! 

Testimonials 2017 CPIA Update Option


CPIA 1 - Position for Success

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.

CPIA 2 - Implement for Success

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 skill necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions.

CPIA 3 - Sustain Success

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, endorse-ments, claims-processing, and handling of client complaints. This course includes a review of the Professional Expectations; the Law of Agency; and Legal and Ethical Standards.

To maintain the CPIA designation: fulfill a bi-annual update by attending one of the core Insurance Success Seminars, an Advanced Insurance Success Seminar, a Pro-to-Pro Retreat, or maintain an active Level 2 or Level 3 membership in the AIMS Society. The CPIA designation is approved by Utica Mutual as part of the premium discount program.

Fee per course, lunch is on your own.
PIA Member - $165 or $172 includes $7 WI CE fee
Non Member - $200 or $207 includes $7 WI CE fee

Available Classes

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October 19, 2017
  • Thursday, October 19, 2017

    CPIA Update Option: Hot Topic / The Art of Asking Questions & What’s My Line – The Boundaries of Ethics



    • Hot Topic / The Art of Asking Questions & What’s My Line – The Boundaries of Ethics
    • AM: The Art of Asking Questions, 4 WI CE and Utica Approved
      PM: The Boundaries of Ethics, 3 WI Ethics CE and Utica Approved
    • Presented by Todd Davis, CIC
    • 8:30 a.m. – 4:00 p.m.
    • Member Fee: Full day $170.00; half day $85.00
      Non Member: Full day $200.00; half day $100.00
      Includes CE fees


    Society Insurance
    Fond du Lac, WI

    Please note, Todd Davis will be presenting these programs at the January 31 – February 3, 2018 PIA Winter Get-Away and same course numbers will be used.

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Professional Insurance Agents of Wisconsin
6401 Odana Road | Madison, WI 53719
Phone: (608) 274-8188 | Toll Free (800) 261-7429
Fax: (608) 274-8195 | Toll Free (866) 203-7461