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

An educated, hard-working independent insurance agent can make a very good living. Agency owners — using the same criteria — can also make very good money. Some — those at the higher levels of insurance management — can easily makes a seven-figure income.

Business Insurance recently took a hard look at the highest paid insurance executives and published an article on the top-5 highest earners. Four of the five in the top-5 made over $20 million in 2022.

Here they are:

1. Peter Zaffino — AIG

Salary: $1,571,923

Stock awards: $62,422,889

Option awards: $3,224,990

Non-equity incentive: $7,830,000

Other: $264,397

Total: $75,314,199

Percentage of change: +243.8%

2. Evan Greenberg — Chubb

Salary: $1,400,000

Bonus: $7,700,000

Stock awards: $11,625,143

Option awards: $3,022,290

Other: $1,404,637

Total: $25,152,070

Percentage of change: +8.5%

3. Alan Schnitzer — Travelers Cos.

Salary: $1,300,000

Stock awards: $7,740,075

Option awards: $5,159,281

Non-equity incentive: $6,800,000

Other: $73,041

Total: $21,072,397

Percentage of change: +6.1%

4. David Long — Liberty Mutual

Salary: $1,487,500

Bonus: $5,981,250

Appreciation units: $10,200,560

Restricted units: $2,550,012

Other: $509,456

Total: $20,728,778

Percentage of change: +12.3%

*** Please note, Long retired at the end of 2022

5. Ajit Jain — Berkshire Hathaway

Salary: $16,000,000

Bonus: $3,000,000

Other: $15,250

Total: $19,015,250

Percentage of change: Not measured

Source link: Business Insurance — https://bit.ly/3n6lsbh