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

Idaho — Coeur d’Alene Police Department Fire: Fire investigators from the Idaho State Fire Marshal’s Office, Bureau of Alcohol, Tobacco, Firearms, and Explosives, and the Coeur d’Alene Fire Department have completed their investigation of the Coeur d’Alene Police Storage Building that occurred in the early morning hours of June 9, 2024.

The Idaho State Fire Marshal’s Office was tasked as the lead investigating agency due to the complexities and high dollar loss of this fire. ATF provided additional assistance due to the large loss from a government entity.

“This was a difficult, multi-day investigation,” said State Fire Marshal Knute Sandahl. “There were many complex aspects of the fire that needed to be sorted out.” The building not only housed equipment of the police department, but also a large amount of computer equipment. Several police vehicles were destroyed, including police motorcycles.

Fire pattern analysis had investigators focus on recently acquired battery operated e-bicycles, one of which clearly showed evidence of a catastrophic failure of the lithium-ion battery pack that was being charged after being used that evening by police. Officers assigned to bike patrol had received training on the e-bicycles’ use and charging after use, before they were placed into service. Examination of the charging station showed that it was properly plugged into an outlet and there was no evidence of misuse or prior damage of either the e-bicycle or charging unit.

“This was an unfortunate and unexpected failure that caused the fire and is being ruled an accident,” said Sandahl. A forensic analysis will be conducted by the city’s insurance company, but the results will not be known for several months. “This is pretty typical for an insurance company because the failed product is so new, and the loss is so great,” Sandahl added.

“The Idaho State Fire Marshal’s Office would like to thank the Coeur d’Alene Police Department and their officers for their cooperation during this difficult investigation,” said Fire Marshal Sandahl. “We also appreciate the Coeur d’Alene Parks Department for providing heavy equipment to remove debris and structural components that hampered investigators. A special thank you to Coeur d’Alene Fire Department personnel who helped remove debris and provided video footage via drone. This made a huge impact on the timeliness of this investigation.”

Oregon — UPDATES on Medicare Supplement Product Standards

440-2452         Product Standards – Product standards for Plans issued prior to June 2010

440-2425M      Product Standards – Product standards Plans sold on or after June 1, 2010 and Plans Sold on or after January 1, 2020

Current forms list has been added to our website:

This e-notify was distributed to the following groups:

● Rates & Forms Updated Product Standards​

Washington — Palliative Care Benefit Work Group: We are sending this notice to inform you that OIC, in consultation with the Health Care Authority, is convening the Palliative Care Benefit Work Group to design the parameters of a palliative care benefit and payment model for fully insured health plans, pursuant to SSB 5936, Chapter 166, Laws of 2024.

OIC is hosting the work group’s first meeting on July 11, 2024, from 2:00-3:30 pm PT. We invite interested members of the public to attend this meeting by registering in advance — https://bit.ly/4cpCsxg

For more information, including background about the work group and the July 11 meeting agenda, please visit the work group’s webpage palliative care benefit work group.

Around the PIA Western Alliance States – Week of June 10, 2024

California – Work Comp Written Premium Increase: The California Workers’ Compensation Institute says direct written premiums in the state have risen for the third straight year. In 2023 premiums hit $11.8 billion, up from $11.6 billion in 2022. It’s the highest figure since 2018. Source link: Business Insurance — https://bit.ly/3VsDD8m Oregon — Wildfire Hazard Map …

Around the PIA Western Alliance States – Week of June 10, 2024 Read More »

Around the PIA Western Alliance States – Week of June 3, 2024

Oregon — PacifiCorp Sued by Wineries: Berkshire Hathaway’s PacifiCorp has been found guilty by a court for failing to cut power to 600,000 customers during high winds over Labor Day Weekend in 2020. Fires caused by blown down power lines killed 9 people and destroyed over 5,000 homes and other buildings while burning 1,875 square …

Around the PIA Western Alliance States – Week of June 3, 2024 Read More »

Around the PIA Western Alliance States – Week of May 27, 2024

Idaho — Consumer Alert: State Fire Marshal’s Office reminds consumers to be lithium-ion battery safe: The Idaho State Fire Marshal’s Office is reminding consumers to be mindful of lithium-ion batteries, following recent fires caused by a lithium battery failure and improper disposal. Lithium-ion batteries supply power to many kinds of devices including smart phones, laptops, …

Around the PIA Western Alliance States – Week of May 27, 2024 Read More »

Around the PIA Western Alliance States – Week of May 20, 2024

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 …

Around the PIA Western Alliance States – Week of May 20, 2024 Read More »

Around the PIA Western Alliance States – Week of May 13, 2024

Oregon — CCB Licensed Contractors: Construction Contractors Board (CCB) licensed contractors are required to keep proof of general liability insurance coverage on file at the CCB. If you have clients who are CCB licensed contractors, sending proof of their liability insurance coverage is faster and easier than ever with the E-Proof portal. E-proof is an …

Around the PIA Western Alliance States – Week of May 13, 2024 Read More »

Around the PIA Western Alliance States – Week of May 6, 2024

Idaho — Idaho Department of Insurance Wildfire Risk Forum: The Idaho Department of Insurance (IDOI), together with the National Association of Insurance Commissioners (NAIC) Western Zone and the Insurance Institute for Business & Home Safety (IBHS), hosted the first-ever Western Zone Wildfire Risk Forum on April 29-30, 2024, in Boise, Idaho. The forum was intended …

Around the PIA Western Alliance States – Week of May 6, 2024 Read More »

Around the PIA Western Alliance States – Week of April 22, 2024

California — Appointments to Curriculum Board and the Insurance Diversity Task Force: Insurance Commissioner Ricardo Lara announced several appointments to help advance the California Department of Insurance’s vision of insurance protection for all Californians. These appointments include naming Aretha Hartley as the newest member of the Curriculum Board, and reappointed members Pradip Khemani, Jose Plascencia …

Around the PIA Western Alliance States – Week of April 22, 2024 Read More »

Around the PIA Western Alliance States – Week of April 15, 2024

California — Bill Introduced to Assist with Insurance Issues: A bipartisan bill has been introduced in the California Assembly to give homeowners in disaster-prone areas of California with incentives to harden their properties against wildfire. California Rep. Mike Thompson, a Democrat and Republican Rep.Doug LaMalfa have titled the bill, the Disaster Resiliency and Coverage Act …

Around the PIA Western Alliance States – Week of April 15, 2024 Read More »