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 Independent Agents of Washington (PIA) and the Independent Insurance Agents & Brokers of Washington (IIABW) have held a joint conference in Washington since 2011.

It’s the only event of its kind each year in Washington.

This year’s conference is September 11-13 at one of Washington’s most beautiful resorts, the Suncadia Resort in Cle Elum. It’s there that agents, brokers, CSRs and company marketing reps from all over the Northwest will be attending the annual event.

On September 11th the PIA Washington holds its annual board meeting at 3pm and the welcome reception is later that day at 5:30pm. The real work starts on Monday.

The morning starts off with breakfast with the exhibitors at 8:30.

The annual general session starts at 10am and it deals with one of the most important issues facing many agencies and companies. It’s titled:

Hiring and Staff Development: Hiring, Training & Compensation

From noon to 1:30 pm is lunch with the exhibitors.                     

On Monday from 1:30-4:30pm is a class titled, Ethics Baby. Veronica Stevens of Cochrane and Company teaches the class and it is worth 3 CE and ethics credits.

Ethics Baby!!! Three amazing true stories starring cops, wanna-be cops, and attorneys with ethical dilemmas at every turn. You won’t want to miss this class. Film clips are included and audience participation is a must!!

Veronica has been a big supporter of the Joint conference over the years, helping us both arrange speakers and presenting herself. Veronica has worked at Cochrane & Co since 1982.

From 4:30 to 6pm is happy hour with the exhibitors.

Texas Hold ‘Em and Bingo is the evenings entertainment starting at 7:30pm.

Tuesday, September 13th

9:30 – 10:30 AM — Current Legislative Issues with Representative Chris Corry  (1 CE)

This session includes an update on the credit scoring proposed rule and possible legislation for next legislative session.

It also includes a report on the status of the proposed transparency rule, the Washington Cares Act and other health care issues.

Here’s information on Rep. Chris Corry.

Sworn into office in 2019, he represents the 14th Legislative District in the state legislature. Corry has worked in the insurance industry for over fourteen years. Chris advises clients on risk management and how best to protect their employees and businesses. A volunteer with a variety of non-profits, such as the West Valley Citizens for better schools, he is also a board member of SW Rotary and Crime Stoppers of Yakima County. He has a bachelor’s degree in Political Science from the University of Washington.

10:30- 11:30 AM — The Current and Future State of the Insurance Industry with Tyler Asher, Safeco and Steve Patterson, Oregon Mutual (1 hour CE)

This panel will discuss a number of issues from prepared questions and also questions from the audience. Issues that will be discussed include:

  • *Insurance trends
  • *Credit scoring, transparency, and other proposed laws/regulations
  • *Telematics
  • *Future underwriting trends
  • *Impact of the pandemic on the insurance industry
  • *Impact of big data on customers
  • *Future of insurtechs in the industry

 Tyler Asher is the president of Safeco Insurance which is part of Liberty Mutual. Asher most recently was Safecos vice president, Distribution Insights, where he led strategy, planning, and innovation, in addition to managing operational and advanced analytics. During his nearly 18-year career with Safeco, Asher has served in a variety of roles spanning finance, accounting, management reporting, and analysis.

Steven Patterson works as an Executive Vice President at Oregon Mutual Insurance, which is an Insurance company with an estimated 122 employees; and was founded in 1894. They are part of the Executive team within the C-Suite Department and their management level is VP-Level. Steven is currently based in McMinnville, United States.

At 1pm is the annual golf tournament.

Click this link for information on the golf tournament — https://www.wajointconference.com/Golf

QUESTIONS ABOUT THE CONFERENCE? Click this link – 

https://www.wajointconference.com/Contact

AGENDA https://www.wajointconference.com/Agenda

 

REGISTER TO ATTEND — https://www.wajointconference.com/Registration/Registration-information

 

Our commitment to the health and well being of our attendee 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. 

Update — Judge Issues Final Ruling on Credit Scoring

  The final ruling is just a formality. On July 22nd, Thurston County Superior Court Judge Indu Thomas unofficially ruled that Washington Insurance Commissioner Mike Kreidler’s attempts to ban credit scoring exceed his authority. The commissioner has twice stepped out and, unilaterally, banned the use of credit scoring to assist in setting insurance rates. He …

Update — Judge Issues Final Ruling on Credit Scoring Read More »

Life for an Independent Agency — Business is Good!

A new survey from Keystone Agency Partners (KAP) highlights one of the reasons you are the successful owner of a smaller independent insurance agency, or are working for one. It says you can provide better service to your clients because of the ability to develop closer, personal relationships. *52% of those smaller independent agency owners …

Life for an Independent Agency — Business is Good! Read More »

The NAIC is Seeking 2023 Consumer Representatives

As insurance professionals, we’re always being asked by the organizations that represent us to nominate other insurance professionals for this award or that. Here’s your opportunity to nominate one of your clients for an important — and very needed — position with the National Association of Insurance Commissioners (NAIC). The NAIC is currently looking for …

The NAIC is Seeking 2023 Consumer Representatives Read More »