Kansas PIA CPIA Designation
2026 Certified Professional Insurance Agent Webinars - click here
About the CPIA Designation
The Certified Professional Insurance Agent (CPIA) Designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation,
candidates are required to participate in a series of three one-day seminars. These seminars are designed to enhance the ability of
producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave
with ideas that will produce results immediately.
No testing is required. Each class is approved for 7 hours of Kansas CE.
The three core CPIA Seminars are entitled:
CPIA 1 - Position for Success
CPIA 2 - Implement for Success
CPIA 3 - Sustain Success
CPIA 1-Position for Success
This seminar emphasizes the fundamental elements of effective insurance sales. Participants
learn how to proactively position themselves in the marketplace by leveraging proven
prospecting techniques, developing a targeted marketing plan, and mastering the process of
identifying and qualifying leads. The curriculum covers goal setting, managing a productive
sales pipeline, and establishing measurable benchmarks for success.
CPIA 2 – Implement for Success
Moving beyond prospecting, this seminar dives into the consultative sales process. Attendees gain
hands-on experience in conducting needs assessments, engaging in effective fact-finding, and
crafting tailored insurance proposals. The seminar introduces strategies for building rapport,
handling objections, delivering compelling presentations, and ensuring transparent
communication. Emphasis is placed on active listening and adapting solutions to meet the unique
needs of each client.
CPIA 3 – Sustain Success
This seminar focuses on maintaining and deepening client relationships for long-term growth.
Key concepts include the development of retention strategies, the implementation of service
standards that foster trust, and techniques for generating referrals. Participants are equipped
with tools to analyze agency workflows, implement E&O (Errors & Omissions) loss control
procedures, and create a culture of continuous improvement and ethical business practice.
CPIA Special Topic CoursesSpecial Topic Courses
• An Agent’s Guide to Understanding and Mitigating Cyber Exposures
Cyber-attacks are inevitable—but devastating losses aren't. This intensive Special Topic
seminar transforms risk management professionals into cyber insurance experts who can
build comprehensive digital protection strategies. Attendees will learn to master the critical
differences between first-party and third-party cyber coverage while learning to identify
dangerous gaps that leave organizations exposed. Through real-world case studies and
hands-on analysis, participants will develop the skills to conduct thorough cyber risk
assessments and recommend optimal insurance solutions tailored to each client's unique
digital footprint.
Attendees will learn to:
- Navigate complex cyber policy forms and emerging coverage options
- Conduct advanced exposure analysis and risk quantification
- Position themselves as a trusted cyber insurance authority
Transform cyber insurance from compliance requirement to competitive advantage—ensuring
your clients' digital assets and business continuity remain protected when threats strike.
• Disaster and Continuity Planning for Business and Families
Disasters don't schedule appointments, but preparation can make all the difference between
recovery and catastrophic loss. This high-impact Special Topic seminar transforms participants
from reactive responders into proactive planners who can navigate any crisis with confidence.
Through real-world case studies and hands-on exercises, attendees will master the art of
building bulletproof continuity plans that protect both businesses and families. From
assembling the perfect disaster response team to securing critical funding and navigating
complex insurance landscapes, participants gain battle-tested strategies that work when it
matters most. Plus, attendees will discover how to bridge the gap between corporate resilience
and personal preparedness—because true risk management protects every aspect of clients'
lives.
• An E&O Loss Control Program for All Agencies
This dynamic Special Topic seminar equips managers and supervisors with proven strategies
to launch powerful internal loss control programs that protect an agency's reputation and
bottom line. Non-management professionals will walk away energized and equipped with a
compelling roadmap to present to leadership—turning great ideas into actionable risk
reduction initiatives. Whether you're leading the charge or driving change from within, you'll
gain the tools to create a culture of proactive risk management that sets your organization
apart. Don't wait for an E & O loss to happen—proactively prevent them!