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

Just over a week ago California was hit hard by an atmospheric river. The pouring rains and accompanying flooding and mudslides caused huge economic losses. David Blades is an associate director of industry research and analytics.

“Soaking rains from two different atmospheric rivers have led to repeated flooding events will therefore shine a spotlight on private flood insurance in California,” Blades wrote in his analysis of the damage.

Even though California has the second highest number of people with flood insurance, Blades said just 2% of California’s residents are covered.

CoreLogic said 543,000 single and multifamily homes were damaged in greater Los Angeles. The homes at risk for flash flood damage has an estimated reconstruction value of $258 billion.

AccuWeather said the total damage and economic loss will likely be between $9 billion and $11 billion.

Florida has the most flood insurance through the National Flood Insurance Program (NFIP) but California is second and accounts for 4% of the NFIP flood insurance sales. However, private flood insurance sales still cover half of the state’s flood insurance.

The NFIP says its insurance tops out at $250,000 per residence and that’s not usually close enough to cover most damage. So those in California with NFIP flood insurance are likely underinsured.

Source link: Insurance Journal — https://bit.ly/3OJzN8d