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

The FBI’s annual report on crime has good news and bad news. The good news is violent crime in the U.S. dropping in 2022 when compared to 2021. Property crime is the bad news. It’s seeing a significant uptick.

Here are some statistics from 2022:

  • Murder & non-negligent manslaughter dropped 6.1%
  • Rape is down 5.4%
  • There were 21,156 murders in 2022
  • That’s way above the pre-pandemic level
  • In 2020 that figure was 21,570 and was the first time murders topped 20,000

As for larceny and auto theft:

  • Larceny in general is up 7.8%
  • Motor vehicle theft rose 10.9%

The rise in property crimes gives credence to reports of major shopping and retail trade groups who say retail crime is way up since before the pandemic. Much of that crime is from organized gangs.

Organized retail crime has led to retailers like Walmart, Target and others abandoning some downtown areas and neighborhoods in major cities.

The FBI’s report in 2021 added a couple of new categories. One of them is carjacking. There were 25,400 of them in 2022. That’s up from 23,500 the year before.

Another disturbing statistic is the number of attacks on law enforcement officers. Those attacks rose 1.8% from 2021 to 102,100.

Source link: MSN — https://bit.ly/3Me5qFC