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

Oregon — All entities offering health benefit plans in Oregon: The Oregon Division of Financial Regulation (DFR) proposes to issue the attached bulletin regarding interim guidance for health benefit plans for Section 20 of 2023 Oregon House Bill 2002 (gender-affirming treatment). 

Purpose:

The purpose of this bulletin is to provide guidance for health benefit plans regarding coverage of gender-affirming treatment under Section 20 of 2023 Oregon House Bill 2002 until final rules implementing HB 2002 are adopted. The Division of Financial Regulation anticipates convening a rules advisory committee to advise on the rules required under HB 2002 in December of 2023. The division expects to adopt final rules implementing HB 2002 prior to January 1, 2025.

Public comments requested:

Public comment will be accepted for 2 weeks. Please submit public comment to DFR.Bulletin@dcbs.oregon.gov.

Last day for public comment: Wednesday, December 20, 2023. Comments must be received by 11:59 p.m.

Click here to review proposed bulletin:

https://dfr.oregon.gov/laws-rules/Documents/Bulletins/proposed/guidance-gender-affirming-treatment.pdf

Washington — The OIC’s Wildfire Symposium explores mitigating wildfire risk in Washington: As part of our 2023 Climate Summit Series, Washington State Insurance Commissioner Mike Kreidler is proud to present our Wildfire Symposium. 

 Our office worked with partners in the insurance industry and state agencies to provide information on wildfires’ impacts to Washington’s insurance market and the efforts in place to address those impacts. 

This series of short presentations and conversations was recorded in November of 2023. 

Presentations and guests include: 

  • Engaging Communities in Wildfire Preparedness: Guy Gifford, Assistant Division Manager for the Washington State Department of Natural Resources’ Community Resilience Program. 
  • Risk Scoring Tools with Verisk: Roger Grenier (Senior Vice President, Global Resilience Practice) and JulieAnna Anastassatos (Senior Director, Wildfire) from Verisk Analytics, a leading risk assessment firm.
  • Long-Term Recovery for Communities After Wildfire Loss: Carlene Anders, Executive Director of the Okanogan County Long-Term Recovery Group, the mayor of Pateros and a former firefighter with the U.S. Forest Service and DNR.
  • An Introduction to Reinsurance: Dennis Burke, Vice President of the Reinsurance Association of America.

You can check out all four videos on our website and our YouTube page. We’ll also have audio-only versions up on our podcast site and available on Apple Podcasts, Spotify, or wherever you listen to podcasts.

Oregon Insurance Commissioner Honored by National Association of Insurance Commissioners

Andrew Stolfi is the director of the Oregon Department of Consumer and Business Services (DCBS). He’s also the state’s insurance commissioner. Stolfi was recently given the Bonnie Burns Excellence in Consumer Advocacy Award at the National Association of Insurance Commissioners (NAIC) annual fall meeting on November 30th. The PIA Western Alliance and PIA Oregon/Idaho congratulate …

Oregon Insurance Commissioner Honored by National Association of Insurance Commissioners Read More »

Toy Buying has Changed: Hasbro’s Ho Ho Ho, Merry Christmas — You’re Laid Off

We think of toy companies as more or less indestructible. Many — like Hasbro — have been around for eons. Or in the case of Hasbro, close to 100 years. But toys aren’t being sold these days like toys in the past. Inflation? Likely. Blame Amazon? Not likely the cause since toys are sold there. …

Toy Buying has Changed: Hasbro’s Ho Ho Ho, Merry Christmas — You’re Laid Off Read More »

PIA National — Thinking Bigger Video Series

PIA National is launching a new video program to help agency owners, managers and agents get out of their comfort zones. The series is titled, Thinking Bigger. And PIA National says it will offer new ideas and expand your boundaries by sparking new ideas, innovative approaches, and thought-provoking conversations on everything from technology to operations. …

PIA National — Thinking Bigger Video Series Read More »

Two Reports — P&C Rates: Up in Quarter 3 but Softening

Willis Towers Watson (WTW) just released its assessment of third quarter commercial insurance rates. An overall average hike of 6.1% isn’t far off from similar reports.   According to WTW’s director of insurance consulting and technology, Yi Jing, commercial property had an average rate hike hitting double-digits. So did excess-umbrella liability.   “Continuing on an …

Two Reports — P&C Rates: Up in Quarter 3 but Softening Read More »