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

 

For PIA Oregon/Idaho this is not a conference per-se, but it is an event focused on agents and company representatives connecting in person. The association’s board of directors was uncertain about leaping into an all-out conference after two-years of COVID.

 

So it opted for a really fun compromise and titled the event, Getting Back into the Swing of Things.

 

The swing equates to golf. Well, let’s call it golf with a twist. So on July 14 — about a month from now — agents and company reps from all over the Northwest will gather in Hillsboro, Oregon’s Topgolf and play golf.

 

Click this link to learn more: https://piawest.com/page/PIAORIDTOPGOLF

 

Here’s the agenda:

 

12:00 noon — Meet and Greet

12:30 — Lunch

1:00 — the General Session and Industry Awards

2:30 — Golf Tournament Warmup

3:00 – 4:30 — Golf Tournament

4:30 – 5:30 — Golf Tournament Awards

 

The PIA of Oregon and Idaho is also seeking nominations for our annual awards for those considered to be the best of the industry’s best. As an association, you are an amazing group of people. You do incredible things for your industry, for your communities and for each other.

 

All of you know someone who’d make a great:

 

  • *Agent of the Year
  • *Company Person of the Year
  • *Blinders Award for Underwriter of the year

 

If you know someone, print the form below or print nomination form here and send back to us.

 

https://cdn.ymaws.com/staging2.piawest.com/resource/resmgr/convention_or/2022/2022_award_nominations_or_id.pdf

 

Here’s who’s eligible:

 

Agent of the Year: All PIA member company employees are eligible for this award,

 

Company Person of the Year: All PIA member company employees are eligible for this award,

including marketing and claims representatives, managers and others.

 

Blinders Award: This award is given to an underwriter who operates with positive and effective under-writing techniques despite distractions and interference form the insurance world.

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  The use of credit scores to determine insurance rates is increasingly being attacked at state levels. Last year, Washington State, insurance commissioner, Mike Kreidler unilaterally banned the use of such scores. It has other PIA Western Alliance states — like Oregon — looking at a potential ban. The courts told him he couldn’t but …

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One for the Books — GEICO on the Hook for a Woman Getting an STD in a Car

  The U.S. District Court for the District of Kansas issued a decision that the Missouri Court of Appeals has upheld. It not only has a lot of insurance people scratching their heads, but has people everywhere — in general — doing the same thing. A woman filed a lawsuit against GEICO and said she …

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J.D. Power & the Digital Customer Insurance Experience

  J.D. Power just released its 2022 U.S. Insurance Digital Experience Study. It annually looks at how consumers feel about the digital insurance experience from purchasing insurance to filing claims. In spite of insurer investment in a better digital experience, company director of insurance intelligence, Robert Lajdziak said satisfaction with insurer digital offerings is down …

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The Most Data-Breached Nation on Earth — Not a Hard One to Guess

  It doesn’t take a statistical genius to figure out what country on the planet sees the most data breaches. It’s the United States. Far and away. That’s the conclusion of the cybersecurity firm, Surfshark. Those facts come from a study of 18-years of criminal hacking. That’s not a surprise. What’s most shocking is this …

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