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

This is what happened in the supply chain in the United States and Canada in the second quarter of 2023.

582 thefts

Top targets

1. Warehouse & distribution centers

2. Parking lots

Top targeted commodity type

1. Food & beverages

2 Electronics

Total loss value: $44,840,189

The information above comes from Verisk’s CargoNet. It’s a 57% increase in thefts when compared to 2022’s second quarter.

CargoNet’s vice president of operations, Keith Lewis said thieves mostly focus on high value products. The biggest percentage of thefts is when thieves use a stolen motor carrier and logistic broker identities to misdirect freight delivery to a location that makes it easy for them to steal.

Most of the Over $44 million in losses average $100,000 to $260,000 per incident.

“Freight moves almost like online dating. You match your type of equipment up with the type of load looking for a destination, and in one click the load is awarded to you if you meet the broker’s criteria,” Lewis said. “The frauds are committed when they pick up the load. It’s not the distribution centers that are vulnerable; it’s the way the loads are moving.”

CargoNet says thieves targeted 39 different product categories in the second quarter of 2023. They are:

  • Alcoholic beverages
  • Non-alcoholic beverages, mostly soda and energy drinks
  • Solar power energy generation equipment
  • Autos
  • Auto supplies — parts, fluids, oils, tires

The biggest percentage of cargo thefts are in California, Texas and Arizona.

Source link: Insurance Journal — https://bit.ly/3sf4ObK

Source link: Insurance Business America — https://bit.ly/3YALO3q