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

Front from left:  David Markel, Sr. Territory Manager, Safeco Insurance; Connie Ross, Board Member/Scheduler Feed The Hungry; Susan Anderson Board Member, Feed The Hungry; Phil Wallace, Board Chair for Feed The Hungry, Feed The Hungry; Dylan Baker, Producer, EPB&B Insurance, Amie Thomas, Sr. Territory Manager, Liberty Mutual Insurance. Back Row:  Olivia Astrue, Personal Lines Account Manager, EPB&B Insurance; Marc Baker, President, EPB&B Insurance; Sherri Sacconaghi, Creative Strategist, EPB&B Insurance. 

Thanks to the communities’ support, Elliott, Powell, Baden & Baker Inc. (dba EPB&B Insurance) of Lake Oswego,  has officially awarded a $10,000 donation to Milwaukee’s Feed the Hungry, a nonprofit organization dedicated to providing a hearty, home cooked meal every Sunday to those who are homeless, hungry, or simply looking for companionship in a respectful and understanding environment. The $10,000 donation will help the nonprofit provide approximately six months of meals and supplies for the community including socks, mittens, hats, and fleece lined hoodies during the winter months, ingredients, and cooking needs for hot meals on Sundays, and would cover the cost of one employee – 8 hours a week – who coordinates dozens of volunteer groups, supply donation and pick up, meal prep and more.

EPB&B Insurance originally received a $5,000 donation for Feed the Hungry, thanks to a submission process with Liberty Mutual® and Safeco Insurance® through their 2024 Make More Happen™ Awards. A story of their local partnership was featured on the official Make More Happen microsite, https://www.agentgiving.com/elliott-powell-baden-baker-2024,  where EPB&B Insurance had the opportunity to raise an additional $5,000 by conducting a local awareness campaign for the nonprofit. Together with the community, the goal was met increasing the total donation to $10,000 for Feed the Hungry!

Throughout 2024, Liberty Mutual and Safeco Insurance will select up to 37 independent agents nationwide for a Make More Happen Award donating up to $370,000 to the nonprofits they support. Agencies became eligible for the award by submitting an application and photos demonstrating their commitment to a specific nonprofit.

Note: If you have a story to share about your community, let us know at PIA Western Alliance, and we might feature it in the WIN or on our website.