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

A bipartisan bill has been introduced in the U.S. House of Representatives by Georgia Republicans Rep. Austin Scott and Rep. Tracy Mann of Kansas and California Democrat Rep. Jimmy Panetta to reinstate the inflation adjustment for crop insurance agents.

PIA National backs the bill.

Those commissions were basically cut in 2016 when the UDSA’s Risk Management Agency (RMA) stopped adding an inflation adjustment to agent compensation. Since then the cap rate has been in 2015 dollars.

Sadly, in 2022 the PIA and its supporters got a language put into an appropriation bill that should have allowed the RMA to add an inflation adjustment. The RMA says it does not have the legal authority to do so without renegotiating the Standard Reinsurance Agreement (SRA).

PIA National Chief of Public Affairs and Advocacy Office Jon Gentile said the bill — if passed — will address that issue.

“For years, crop agents have been compensated less and less every year, with many experiencing substantial financial hardship, all because of this disagreement between the RMA and Congress about the scope of the RMA’s authority,” Gentile said. “The RMA’s decision to stop adjusting A&O for inflation devastated crop agents and agencies. Jobs have been lost, small business growth has been impaired, and local community investments have, in many cases, disappeared. If Congress does not provide crop agents with inflation adjustment relief, they are likely to be forced out of the industry, until many farmers no longer have access to knowledgeable agents and their risk management expertise.”

He also said the PIA is working on a companion bill in the U.S. Senate.

A different bill affecting crop insurance — the  Federal Agriculture Risk Management Enhancement and Resilience (FARMER) Act — has been introduced in the U.S. Senate by North Dakota Republican Sen. Jon Hoeven. It is an amendment to the farm bill and will bump up premium support for higher levels of crop insurance.

Cosponsors, and Republicans, Sen. Chuck Grassley of Iowa and Iowa Sen. Joni Ernst said the bill will not force producers to choose between picking up enhance crop insurance coverage or joining the Agriculture Risk Coverage (ARC) and Price Loss Coverage (PLC) programs.

“Crop insurance is an essential piece of the farm safety net, providing farmers with their most important risk management tool as they work to continue providing Americans with the highest quality, lowest cost food supply in the world,” Hoeven said.

Source link: PIA National — https://bit.ly/3UEsm5m

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