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

 

 

We’ve all gotten the call. Too many times in most cases. A robocalling voice tells you your auto warranty has expired and press a number to get it all patched up. It’s hard to believe that people actually push that button but there are enough calls made by these scheming businesses to make one wonder.

Most of us know very little about what the Federal Communications Commission (FCC) does. It monitors and controls communications using airwaves (radio & TV for example) and phones. The latter came under FCC control because calls come to us via air waves from towers.

The FCC has what is called a Robocall Response Team. It says the most complaints it gets these days is from those robocallers like Roy Cox, Jr., Aaron Michael Jones and related companies and associates, pushing auto warranties.

In 2020 there were 7,600 complaints to the FCC. That figure rose to 12,000 in 2021. No more says FCC Chairwoman Jessica Rosenworcel. Consumers are out of patience and Im right there with them,” she said.

She and the FCC say Cox, Jones and associates, and others doing this line of business have made more than 8 million prerecorded calls to Americans since 2018.

The FCC has now ordered telecommunication companies to start blocking those calls and doing a better job of monitoring them. By the way, the other complaints coming to the FCC involve Social Security number phishing scams, credit card scams, fake lawsuits and fake insurance and healthcare scams.

All this is big, big business. In June of this year, we — the American people — received 4.3 billion robocalls. That’s a 8.5% jump over the statistics from May. On a daily basis, robocalls are up 13.4%.

And we’re all really tired of the inconvenience.

Back to the new FCC edict. For the most part consumers haven’t found those edicts to have much in the way of teeth. YouMail is a company specializing in robocall blocking. Looking at an edict from June of 2021, YouMail said the FCC’s rules on the matter haven’t changed much.

The robocall volume in June 2022 was almost identical to that of June 2021” when a call authentication rule went into effect, YouMail said. US consumers have received 48.3 billion robocalls since the rule was initially rolled out one year ago.”

Source link: Digital Insurance — https://bit.ly/3PIPIlK

FEMA’s Risk Rating 2.0 — Chasing People from the Flood Market

  When the Federal Emergency Management Agency (FEMA) launched the National Flood Insurance Program’s (NFIP), Risk Rating 2.0 program, it promised that more people will sign up for flood insurance. FEMA did — however — admit that those signing up will pay more for the product. Now a report picked up by The Associated Press …

FEMA’s Risk Rating 2.0 — Chasing People from the Flood Market Read More »

Around the PIA Western Alliance States

California — Lara acts to protect abortion coverage: As part of his ongoing effort to protect access to reproductive health care services and abortion coverage in California, Insurance Commissioner Ricardo Lara today issued a Bulletin to remind insurers of their current obligations to cover abortion care and abortion-related services, and to alert insurers to both …

Around the PIA Western Alliance States Read More »