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

 

It’s been awhile since the PIA Oregon/Idaho had a conference. Two years to be exact.

 

COVID is the reason.

 

Rather than leap into the idea of several hundred people in the same, small spot, the PIA Oregon/Idaho conference committee decided on a one day event. Getting Back into the Swing of Things is the event’s title.

 

It fits perfectly.

 

The one day event will be held at Top Golf in Hillsboro on Thursday, July 14th. It features an interesting kind of golf tournament, a business meeting and the awarding of the PIA Oregon/Idaho Agent of the Year, Company Person of the Year and the annual Blinder’s Award.

 

Here is a link to register for the tournament and for the meeting — https://piawest.com/page/PIAORIDTOPGOLF

 

Here is the agenda:

 

12:00 noon —  Meet and Greet

12:30 p.m. — Lunch

1:00 p.m. — General Session and Industry Awards

2:30 p.m. — Golf Tournament Warmup

3:00 p.m. – 4:30 p.m. — Golf Tournament

4:30 p.m. – 5:30 p.m. — Golf Tournament Awards

 

As an association, you are an amazing group of people. You do incredible things for your industry, for your communities and for each other. So you know someone — or many someones — who should receive those awards.

 

You can also help us find an agent of the year, a company person of the year, and someone to receive the Blinder’s Award.

 

Complete the on this link and get it back to us — https://bit.ly/3wfJeCd

Just for Fun — Another Angle to Texting, Driving and SmartPhones

  Distracted Driving Awareness Month happened in April. We’re just past the first week in May but the topic still resonates with some news media sources. In this case it is a story about Jerry.com, a website that analyzes and rates auto insurance. Jerry.com decided to do a survey on who is the better driver …

Just for Fun — Another Angle to Texting, Driving and SmartPhones Read More »

Around the PIA Western Alliance States

Oregon — Pharmacy Representative Licensing Rules: The Oregon Division of Financial Regulation recently announced the following proposed rulemaking: FILING CAPTION: Pharmaceutical Representative Licensing Rules NEED FOR THE RULE(S): The rules promulgate definitions to facilitate the administration of the program, define procedures for licensure application and renewal, specify prohibited conduct and penalties for licensees, define expectations …

Around the PIA Western Alliance States Read More »