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 Professional Insurance Agents Washington (PIA) and the Independent Insurance Agents and Brokers of Washington (IIABW) have done an annual joint conference since 2011.

This year’s conference is September 11 through 13 at the Suncadia Resort in Cle Elum, Washington.

In Washington, everybody who’s anybody attends. This is the only annual statewide industry event in the state and it gives hundreds of agents and brokers the opportunity to meet with and learn from insurance company representatives, wholesalers and other companies they do business with.

Plus, the joint conference offers the best the industry has to offer in education and networking. And the annual trade show can’t be beat!

All agents/brokers, CSRs, and marketing reps are urged to attend. The annual conference is at one of the finest resorts in the state of Washington.

Here’s the agenda — https://www.wajointconference.com/Agenda

Click this link to register — https://www.wajointconference.com/Registration/Registration-information

Oh — yes — and there’s, as always, golf. The annual golf tourney is Tuesday at 1pm. Click here to learn more — https://www.wajointconference.com/Golf

Do you have questions. Click here to get answers — https://www.wajointconference.com/Contact

Lastly, our commitment to the health and well being of the insurance community is paramount to us. We are working closely with Suncadia Resort and incorporating CDC guidelines in effect to provide a safe and healthy environment for our attendees. 

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Around the PIA Western Alliance States

Idaho — Idahoans to see 12-percent lower health insurance costs with approval of key “Leading Idaho” waiver: Governor Brad Little announced the State of Idaho achieved a key milestone of the “Leading Idaho” plan – approval of the state’s innovation waiver, ensuring accessible health insurance for more Idahoans. “Idahoans benefited from another win from our …

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