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 Russian invasion of Ukraine has the business world reeling. It has hit a world economy already reeling from COVID. With the economic impacts of the invasion, and the sanctions imposed by the West and by countries all over the world, businesses are exiting the country in droves.

That includes the world’s largest insurers.

Marsh & McLennan said last week that it is going to leave the insurance market in Russia. Aon has also suspended business activities. So has Willis Towers Watson.

There are several insurance companies working in Russia. They include AIG, Allianz, Chubb, Zurich and others. Though they aren’t leaving, many are looking at options and are restricting business operations.

By the time this story is published, many of those listed may be exiting the country as well.

Marsh & McLennan CEO Dan Glaser said it is going to transfer ownership of our Russian businesses to local management who will operate independently in the Russian market.”

Aon has totally suspended operations and placed its staff on paid leave.

Allianz has over 1,200 employees in Russia and says it isprepared for all operational and financial outcomes, including market reactions, business continuity and adaptability, and readiness to comply with emerging sanctions and regulations. The situation and its implications are changing rapidly, and we continue to monitor them.”

Zurich condemned the invasion and — while not stopping operations — said it is “fully complying with applicable sanctions and has stopped renewing contracts or underwriting new business with domestic customers in Russia.”

Source link: Business Insurance — https://bit.ly/3tcULSk

 

Source link: Business Insurance — https://bit.ly/3MP1GsZ

California’s Lara Approves Commercial Coverage Rate Increase for the FAIR Plan

  California Insurance Commissioner Ricardo Lara has approved an increase in the limits of coverage for the business insurance offered by the state’s FAIR Plan. The insurer of last resort — he says — will give businesses that are unable to get the insurance they need to safely operate. And Lara says this is an …

California’s Lara Approves Commercial Coverage Rate Increase for the FAIR Plan Read More »

Insurance Rates — Things are Shifting

After several years of renewal increases in most lines of insurance, four lines — commercial auto, general liability, commercial property and umbrella — saw declines in renewal rates last month. That news comes from Ivans Insurance Services. The same report notes that two lines — workers’ compensation (surprise there) and business owners’ policy — saw …

Insurance Rates — Things are Shifting Read More »

Around the PIA Western Alliance States

Washington — Bill increasing surprise billing protections on its way to becoming law: A bill increasing protections from surprise billing (HB 1688) has passed the Legislature and is on its way to Governor Inslee’s desk for signature. Insurance Commissioner Mike Kreidler requested the legislation to help align Washington’s recent Balance Billing Protection Act with the …

Around the PIA Western Alliance States Read More »