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

Happy Thanksgiving — From a Kid’s Point of View

Happy Thanksgiving to one and all from the staff, management and the leadership of the affiliated chapters of the nine states of the PIA Western Alliance.

To say the least, things are rather turbulent in the U.S. today. As individuals we struggle as well and sometimes get so caught up in things of the world that we forget just how blessed we are.

We are also blessed to live in a nation free enough to be able to vocalize frustration with our leadership.

We could go on and on but will — since it’s Thanksgiving — stop there and look at giving thanks from the eyes of a child. It’s a nice reminder of how simple it can be to be thankful and that it’s the little things in life that make life so wonderful.

This was found on a website called Romper and was done a few years back. It asked some children what they’re thankful for on Thanksgiving Day. Their responses — like many of ours — are somewhat self-centered because children are, by nature, very lovable but totally self-centered creatures.

  • *From a 3 year old: I’m thankful for Colby… and Oreo (his aunt’s cat).
  • *Another 3 year old is packed with love: My Mommy, Bimmy (Grandma), Georgie (our tortoise), and my sister.
  • *An 8 year old: That my dad has been healthy this year.
  • *A 2 year old who just watched a Grinch movie: Mr. Grinch.
  • *An 8 year old girl: I’m thankful for family and friends.
  • *A 6 year old took a different view: Nature.
  • *A 5 year old says: I’m thankful for mommy
  • *A worldly 8 year old boy: I’m thankful for my new room. I decorated it with a new rug and cool pictures and paintings in frames and a new lamp, so it’s, like, house snob fancy.
  • *A cute 5 year old girl: I’m thankful for my bunny, Bun, because she’s so soft.
  • *An 8 year old girl had a lot to say: That [my mom] gave me a cat. That I have a family. And that I have a house and have everything that I need. And that I have the best parents in the world. Thats mostly it. Oh wait. For school and that I have everything I need. Oh I already said that. Umm. Thats mostly it.
  • *A not so wordy 6 year old: My parents and people’s caring.
  • *From an 8 year old boy: Having an awesome school and my grandpa, since he was in the army and loved me before he died.
  • *An 8 year old who got it right: Puppy dogs.
  • *Another kid who gets it: Im thankful for my sister being nice to me.
  • *From a practical 4 year old: Im thankful for food and water, and family and friends, and clothes and stuff that we need, and my sister.
  • *An 8 year old girl: All of my parents, Santa, my whole family, toys and mermaid dogs.

And — finally — the kid with the best answer: I’ll tell you on Thanksgiving.

Since we won’t be communicating on Thanksgiving, we’ll tell you now. Happy Thanksgiving to one and all.

Source link: Romper — http://bit.ly/3UXTwBX

Cyber Terrorism — Do We Need Federal Government Protection

Cyber Terrorism — Do We Need Federal Government Protection The U.S. Treasury Department and the Cybersecurity and Infrastructure Security Agency are looking at an idea of forming government-backed insurance for cyber attacks of the businesses that operate the nation’s infrastructure. It would work much like the Terrorism Risk Insurance Act (TRIA) that was put into …

Cyber Terrorism — Do We Need Federal Government Protection Read More »

The Digital Age & Independent Insurance Agents

The Digital Age & Independent Insurance Agents Liberty Mutual and Safeco just released a study they call The State of Digital in Independent Insurance Agencies. It notes how important digitization is to staying relevant in the insurance industry. The survey of over 730 independent agents divided their agencies into three categories. They are low, medium …

The Digital Age & Independent Insurance Agents Read More »