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

No independent insurance agent conference tops the annual PIA Washington-Independent Insurance Agents & Brokers Washington (IIABW) conference.

This year it’s in Spokane, Washington on September 27-29 at the incredible Davenport Grand Hotel.

It’s the only conference that brings the best industry leaders and agents, brokers, CSRs and other insurance professionals together for networking, sharing information, some education and learning about the latest in products and services.

You’ll want to register to attend and can do so by clicking this link: https://wajointconference.com/Registration/Registration-information

Or you can register online here: https://bit.ly/3Qos7Kg

The PIA and the IIABW still have sponsorships and exhibitor space available. Whether you showcase your products and services, or want to become a sponsor, it shows your company’s commitment to the independent agency community.

Here’s a link to reserve exhibit space at the conference’s legendary trade show: https://bit.ly/3OeLcM9

Sponsorships are also quite affordable.

Supporting our conference is the only way we can do what we do to bring the independent agency comm unity together. We have a wide variety of sponsorship opportunities that provide ROI and recognition for your company.

Here are the sponsorship options. Complete the sponsor registration form and email us here: https://bit.ly/44HdjKV

Questions on sponsorship or exhibiting? Contact kimlegato@piawest.com

Do you have questions about the conference? Same email address: kimlegato@piawest.com

PIA National Urges You to Support Making Your Passthrough Tax Deduction Permanent

Over the years, the PIA has aggressively advocated for tax relief and tax help for independent insurance agents. These days, the battle is for passthrough entities. Since the tax reform law (P.L. 115-141) was passed and signed into law in December 2017, we have advocated for the language that was passed by Congress to be …

PIA National Urges You to Support Making Your Passthrough Tax Deduction Permanent Read More »

Liberty Mutual Leaves California’s Business Insurance Market

As of October 1st of this year, Liberty Mutual will no longer be offering business owners’ policies in California. Inflation and high, and unacceptable, catastrophe losses are the reason for leaving the BOP market. Liberty Mutual isn’t alone. Insurers all over the country are struggling to price their products amid high inflation and regulations that …

Liberty Mutual Leaves California’s Business Insurance Market Read More »