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

Big changes are happening with the PIA Western Alliance. The alliance used to be four groups: PIA Oregon/Idaho, PIA Washington/Alaska, PIA Montana and the PIA Group states of California, Arizona, Nevada and New Mexico.

With the addition of Hawaii, the PIA Western Alliance has grown from nine states to 10 and no groups.

“The agreements between the states of the PIA Western Alliance hadn’t been updated since 2004,” PIA Western Alliance Executive Vice President Kim Legato told Weekly Industry News. “The Affiliates coupled together just was out dated and didn’t make sense from a marketing-sponsorship standpoint anymore.”

That change is now reflected in the new update of the PIA Western Alliance website.

“The Western Alliance has experienced many positive changes over the last year,” Legato said. “With the addition of a new state — Hawaii — and new affiliate agreements with PIA National, the Western Alliance has a new look for its website.”

And those changes are important, and a big change from the former.

“Each state will now have its own visual identity. As we build out these pages we will be adding news, current events and showcasing our Sterling Partners [formerly the KKlub] respectively,” Legato added. “These updates are ongoing and will be adding new features very soon.”

Check out the changes at www.piawest.com.