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

There are 10 states in the U.S. that have the most cyber attacks per 100,000 people. The following figures were compiled by the staff of the insurance and technology website, Digital Insurance.

Five of the 10 states with the most attacks are PIA Western Alliance states. They are Washington, Nevada, Alaska, California and Arizona. Nevada and Alaska rank first and second.

1. Nevada

Cyber attacks per 100,000 people: 1,756

Total cyber attacks in the last 5 years: 54,515

2. Alaska

Cyber attacks per 100,000 people: 1,153

Total cyber attacks in the last 5 years: 8,453

3. Maryland

Cyber attacks per 100,000 people: 951

Total cyber attacks in the last 5 years: 58,627

4. Colorado

Cyber attacks per 100,000 people: 928

Total cyber attacks in the last 5 years: 53,562

5. Florida

Cyber attacks per 100,000 people: 899

Total cyber attacks in the last 5 years: 193,602

6. Iowa

Cyber attacks per 100,000 people: 886

Total cyber attacks in the last 5 years: 28,256

7. Washington

Cyber attacks per 100,000 people: 875

Total cyber attacks in the last 5 years: 67,434

8. Delaware

Cyber attacks per 100,000 people: 874

Total cyber attacks in the last 5 years: 8,648

9. California

Cyber attacks per 100,000 people: 801

Total cyber attacks in the last 5 years: 316,565

10. Arizona

Cyber attacks per 100,000 people: 746

Total cyber attacks in the last 5 years: 53,318

Source link: Digital Insurance — https://bit.ly/42Kyj3k