The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at piawest.com.  

 

Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The 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 THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

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 sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

CPIA 1
Position for Success

CPIA 2
Implement for Success

CPIA 3
Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect
information

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

 

The U.S. Department of Labor just released some fascinating statistics. In November of last year 4.5 million workers quit or changed jobs. That’s the highest number in the history of the department’s survey.

November was the fourth time in 2021 that quitting or job changing set a record. The other three were April, August, and September. On top of all that quitting and changing is another part of the report that says there are 10.6 million jobs sitting empty and in need of someone to do that work.

Economists say some 20 million workers lost their jobs in the Spring of 2020 when the pandemic hit. When things started to thaw, a lot of those workers refused to return to work. That led to the imbalance we see now, and it has given workers a lot more salary and benefit leverage than they’ve had before.

Julia Pollak of ZipRecruiter said this is a very, very tight labor market.

This is the tightest labor market ever,” she said. These are not quits from the labor force but quits from lower-paying jobs to higher-paying jobs, from less prestigious jobs to better, more prestigious jobs, from less flexible jobs to more flexible jobs.”

Retail and restaurant employers have experienced the most trouble filling jobs.

Breaking it down a bit:

  • Close to 7% of restaurant and bar workers quit in November
  • 4.4% of retail workers bagged their jobs

Other companies are struggling, too. It’s led to companies competing against each other with higher wages, better benefits and cash bonuses for going to work for them.

Source link: The Washington Post — https://wapo.st/3r9bqnF

Cyber Insurance Premiums — The Industries with the Highest Premiums

  This is a no-brainer when you think about cyber-attacks. The more personal information an industry has, the more likely they are to be attacked, and to have that personal information compromised. AdvisorSmith took a look at cyber premium costs for a number of industries. It’s all about risk and the company broke down those …

Cyber Insurance Premiums — The Industries with the Highest Premiums Read More »

Around the PIA Western Alliance States

  California — Newsom Wants a $2.7 Billion COVID Package: Governor Newsom’s Administration unveiled a proposed $2.7 billion COVID-19 Emergency Response Package – including a $1.4 billion emergency appropriation request – to bolster testing capacity, accelerate vaccination and booster efforts, support frontline workers, strengthen the health care system and battle misinformation. The Governor’s budget also …

Around the PIA Western Alliance States Read More »