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

California — DA says USAA, Progressive Cheating on Auto Claims: Alameda County District Attorney Pamela Price has filed a lawsuit against USAA and Progressive. She says they have violated the state’s insurance code, the unfair competition law and the state’s false advertising law.

The suit claims the insurers and their valuation vendors are knowingly manipulating market value reports to produce actual cash value valuations that are understated by thousands of dollars.

That is detrimental to consumers.

The complaint alleges that the insurance companies will declare a vehicle a total loss whether it is more economical to repair it or not. They can then take the title and auction the vehicle for salvage and get back some of the payout given to the insured.

Source link: PropertyCasualty360.com — https://bit.ly/4dSxZo4

Idaho — Medicare workshop offered in Pocatello: Senior Health Insurance Benefits Advisors (SHIBA), a unit of the Idaho Department of Insurance, is offering a Medicare Workshop on Tuesday, May 28, 2024, at the Marshall Public Library (113 S. Garfield, Pocatello) from 4:00 pm to 6:00 pm.

This workshop is especially designed for:

People who are turning 65 or otherwise approaching Medicare eligibility

Caregivers

Anyone who would like to learn more about how Medicare works.

Presenters will explain some of the vocabulary associated with Medicare and they will introduce the various parts of Medicare. Attendees will learn about:

Important timeframes for enrolling in Medicare

Enrollment periods for Medigap, Medicare Advantage and Medicare Prescription Drug Plans

How the different parts of Medicare work together – and how they don’t

Anyone interested in attending this free workshop please contact SHIBA at 1-800-247-4422 to register.

Willis Towers Watson — Commercial Rates Stabilizing

Willis Towers Watson released a report last week stating that commercial insurance premium rates have started to stabilize for most industries and coverage areas in North America. The report is titled, Marketplace Realities and it found lots of capacity in most lines. That — WTW says — will lead to more competition and rate stabilization. …

Willis Towers Watson — Commercial Rates Stabilizing Read More »

California’s Insurance Crisis — An Insurer Gets a Hefty Rate Hike in California — But it’s Pets, not Property

The California Department of Insurance has said yes to a 29% rate hike for Trupanion. The pet insurer will be able to implement the increase in late July. This comes in addition to the 12% increase granted to medical coverage for dogs and cats last year. The question on everyone’s mind is when will homeowners …

California’s Insurance Crisis — An Insurer Gets a Hefty Rate Hike in California — But it’s Pets, not Property Read More »