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

The National Insurance Crime Bureau (NICB) says the nation is pushing toward a record year for vehicle thefts. Close to 500,000 vehicles were stolen in the first half of this year.

That’s up 2% from the first half of 2022.

NICB CEO David Glawe said Illinois topped the nation for auto thefts followed by New York and Ohio. The numbers dropped in the other states in the top-10 as Florida, the PIA Western Alliance states of California and Washington, and Colorado saw decreases.

“Vehicle thefts increased to near-record highs in the United States last year, and unfortunately, current trends indicate total thefts this year may surpass 2022,” Glawe said. “With little deterrent to stop these criminal actors, law enforcement agencies and communities will continue to suffer.”

Here are the numbers:

1. California

Number of thefts: 99,769

Percent of change from 2022 to 2023: -2%

2. Texas

Number of thefts: 55,365

Percent of change from 2022 to 2023: 9%

3.Florida

Number of thefts: 22,393

Percent of change from 2022 to 2023: -1%

4. Washington

Number of thefts: 21,182

Percent of change from 2022 to 2023: -12%

5. Illinois

Number of thefts: 20,820

Percent of change from 2022 to 2023: 38%

6. Colorado

Number of thefts: 17,909

Percent of change from 2022 to 2023: -19%

7. New York

Number of thefts: 16,100

Percent of change from 2022 to 2023: 20%

8. Ohio

Number of thefts: 15,681

Percent of change from 2022 to 2023: 15%

9. Georgia

Number of thefts: 14,101

Percent of change from 2022 to 2023: 9%

10. Missouri

Number of thefts: 13,374

Percent of change from 2022 to 2023: 3%

Source link: Insurance Business America — https://bit.ly/3Q3d9re

Source link: PropertyCasualty360.com — https://bit.ly/3Q3rzYn