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

A white paper adopted by the National Association of Insurance Commissioners (NAIC) at its Summer National Meeting updates a 2019 white paper on cannabis-related insurance issues and regulation. Produced by the NAIC’s Cannabis Insurance Working Group, the Regulatory Guide to Understanding the Market for Cannabis Insurance: 2023 Update discusses the evolution of cannabis regulation at the state and local levels and the insurance gaps related to ancillary services, cannabis-infused products, and social consumption lounges.

Among other things, the white paper indicates that the non-admitted market accounts for most commercial insurance policies for cannabis-related businesses and that state-based commercial insurance programs, risk retention groups, captives, and joint underwriting associations are being considered to expand coverage options.

PIA strongly supports the Secure and Fair Enforcement (SAFE) Banking Act (S.1323/H.R.2891), which would protect insurance agents and carriers from the possibility of federal prosecution for providing insurance to cannabis-related entities in states where cannabis is legal. Send a message to Congress urging them to support this legislation. Click here to make your voice heard today!

PIA-Backed Main Street Tax Certainty Act Reintroduced

On July 18, Congressman Lloyd Smucker (R-PA) introduced H.R. 4721, the “Main Street Tax Certainty Act of 2023,” which would make permanent the 20 percent tax deduction currently available to some passthrough entities. PIA strongly supports this legislation, and in advance of its introduction joined a coalition of businesses groups in a letter of support …

PIA-Backed Main Street Tax Certainty Act Reintroduced Read More »