Client Service Advisor Joanne Runyan recently was awarded the designation of Certified Professional Insurance Agent (CPIA), a professional designation conferred by the American Insurance Marketing and Sales Society (the AIMS Society).
Joanne successfully completed three Insurance Success Seminars. The CPIA designation stands for professionalism, commitment to sales training and results, and technical knowledge. The designation does require a bi-annual continuing education update.
The Insurance Success Seminars have been rated very highly by both insurance agency sales support staff who have taken them and by participating company representatives. The interactive one-day format and nominal cost to attend each module has made these Seminars particularly useful and popular.
Position for Success (CPIA 1) assists participants in implementing risk identification strategies and systems that will prevent errors and omissions during the insurance prospecting process.
Implement for Success (CPIA 2) focuses on the development of the technical knowledge and skills needed to design a complete, yet innovative, insurance program for prospective clients. Participants will leave with detailed information for providing solutions that benefit consumers in the complex insurance marketplace.
Sustain Success (CPIA 3) provides participants with specific methods for maintaining high legal and ethical standards of operation while developing the agent-client relationship.
The AIMS Society is the only insurance organization dedicated solely to recognizing training and service quality among property and casualty insurance personnel. The mission of the AIMS Society is to improve the selling skills and insurance knowledge of its members by upgrading professionalism through information and education, which will result in providing better service to the insurance-buying public.