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

Washington Insurance Commissioner Mike Kreidler is on the defense again. Earlier this year, accusations of racism, insensitive remarks and — sometimes — bullying by the commissioner were brought out by former employees.

They came up again over the weekend as the Northwest News Network and The Seattle Times both did stories and updates on the original complaints against Kreidler.

To date only one employee — or former employee — has filed a formal complaint.

Jon Noski is the department’s director of legislative affairs. He filed his complaint earlier this year and claims Kreidler bullied him on February 1st after he testified before a legislative committee questioning Kreidler’s decisions on credit scoring.

The commissioner said that I am an impotent embarrassment who might need to be replaced because of my incompetence,” Noski said in his complaint. The commissioner said I must enjoy getting pissed on and asked if he needed to wipe my ass.”

Noski — who is white — is not in a protected class of employee and, he says, to date, nothing has happened with his complaint. Theres been no investigating, theres been no follow-up,” he said.

In a news release, and in a posting on the Washington Department of Insurance website, Kreidler responded to the two stories and issued another apology.

I ran for insurance commissioner to make a difference in peopleslives and to protect the most vulnerable in our society. Words matter and I know they can have a lasting impact on the people who hear them, regardless of my intent,” Kreidler wrote. “It pains me deeply to think that the careless words I have used in the past—even if infrequent—could have hurt someone.”

Kreidler then noted he’s been in public office for over 40 years and that during that time the norms of society have changed and noted he’s been a positive for change, and has defended consumers and people of all races and walks of life.

“I am sorry for any pain I have caused and for taking attention away from the accomplishments and efforts of the people I work with here at the Office of the Insurance Commissioner (OIC),” he said. Unfortunately, sometimes my language has not kept up with those changes,” he wrote. My actions and those of the OIC better reflect how I truly feel about the need to protect those who continue to face disrespect and outright discrimination from much of our society simply because of who they are.”

Kreidler called the societal changes a good thing and said, we, human beings, need to evolve and get better. He then went on to brag about his accomplishments in the area of protecting transgenders and others denied healthcare benefits and says he’s been a national leader in addressing those issues.


His statement also took a jab at insurers and their push to keep him from banning credit scoring to help set insurance rates.

And since I took office more than 20 years ago, Ive believed that insurersuse of credit scores is a modern form of redlining and Ive worked to end this practice, which simply perpetuates and institutionalizes the effects of past discrimination,” the commissioner said.

In the end, Kreidler — again — promised to do better.  

I will be more careful with the words I use and will also continue to push the policies that lift people up and protect them against any injustices that remain in our society,” he said. “I regret that public discussions of my word choices might leave any uncertainty about where I stand when it comes to protecting those who have historically been told they did not have a genuine place in our society.”

If you’re curious about why the commissioner responded to those stories, we have provided links to them. You can find them below.

Northwest News Network: https://www.nwnewsnetwork.org/2022-04-18/employees-say-state-insurance-chief-used-racist-slurs-mistreated-staff

The Seattle Times: https://www.seattletimes.com/seattle-news/times-watchdog/wa-insurance-chief-mike-kreidler-accused-of-using-racist-slurs-staff-allege-mistreatment/

Source link: Washington Department of Insurance — https://bit.ly/3L4j8Ze

PIA Western Alliance States & The High Cost of Cyber Attacks

The Identify Theft Resource Center (ITRC) does a very good job tracking data breaches and how they impact people and businesses. The center recently released a report stating data breaches rose 14% in the first quarter of 2022 when compared to the same quarter in 2021.   Oddly, while incidents rose in the first quarter …

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