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

There are big reasons to join the PIA, and to retain your membership if you’re already a member. And if you know of an agent or agency that would benefit from membership — and everyone should and does benefit — please pass this information onto them.

Click this link to become a member of the PIA Western Alliance https://piawest.com/become-a-member/. Or call 888-246-4466.

Every year, the PIA adds new member benefits that increase the value of membership. PIA National says today a PIA membership is worth over $26,500. Joining — or retaining your membership in the association is a no-brainer.

PIA membership gives you access to resources, products and services that make it easy to run your business. And this is not just day-to-day but — with some strategic planning on your part — planning for the future.

Your membership gives you:

$5,200 in business building tools. These range from Breeze Disability Insurance to PIA Market Access to marketing support in other areas.

$9,000 in agency management tools. To name a few, PIA gives you tools to manage an agency with efficiency by giving your staff resources like Ascent payments, PIA’s 401(k), tools to help with hiring and the PIA Blueprint for Agency Success.

$1,000 in advocacy. The PIA’s advocacy runs from work done by PIA National in Congress to lobbying in state legislatures. These efforts protect the needs of independent insurance agents and agencies from regulators that sometimes don’t have your best interests at heart.

Advocacy comes in the form of work on crop insurance, flood insurance, the use of noncompete agreements, consumer privacy, efforts to insure a state-based insurance regulatory system and more.

$300 in education benefits. PIA offers ample opportunities for agents to upgrade skills and stay current with CE and licensing requirements.

$11,000 in PIA membership exclusives. You have access to tools from PIA Partnership, discounts on insurance products, information on how to connect and network in your community and with other agents. You also get a subscription to PIA Connection and have access to the PIA Advocacy Blog.

PRICELESS. The credibility that comes from access to insurance industry articles and commentary that make sure the PIA message is heard — a message that emphasizes the views of independent agents and that makes sure those views are accurately represented.

Again, if you’re reading this and you’re not a member, click this link to become a member of the PIA Western Alliance — https://piawest.com/become-a-member/. Or call 888-246-4466.