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 wildfire danger of the whole state wasn’t pardoned by the huge amounts of snow and rain that has fallen on California from late last year until now. However, half of the state has been given a huge reprieve from wildfire danger.

That is the conclusion of the U.S. Drought Monitor. It is a joint project of the National Drought Mitigation Center at the University of Nebraska-Lincoln, the National Oceanic and Atmospheric Administration and the U.S. Department of Agriculture.

The monitor says about 49% of California is still in a moderate or severe drought and 17% is free of drought, or a condition known as abnormally dry. Dangerously dry is how the rest of the state is described.

However, the monitor still worries about low groundwater levels.

One of the big worries going forward — says climate scientist Daniel Swain of the University of California — is flooding. “Clearly the amount of water that’s fallen this year has greatly alleviated the drought,” Swain said. “It has not ended the drought completely but we’re in a very different place than we were a year ago. If we can get through the rest of the season without anymore roof collapses or snowmelt floods it will be quite a boon.”

The atmospheric rivers that dropped all that moisture on California added a huge amount of snow to the Sierra Nevada’s snowpack. That caused lots of flooding and the troubles associated with floods.

Three regions — says the monitor — have seen the biggest benefits from the precipitation. And — by the way — that precipitation is measured in feet rather than the usual few inches. The regions are:

  • The Central Sierra Nevadas and its foothills
  • The Central California coast from Monterey Bay to Los Angeles County
  • Two counties on the North Coast of California

“The rain has improved California soil moisture and streamflow levels, while the snow has increased mountain snowpack to much above-normal levels,” the monitor’s moisture report said. “Most California reservoirs have refilled with water levels near or above average, but groundwater levels remain low and may take months to recover.”

Right now the snowpack in the Sierras — which provides 1/3 of California’s water needs — is 170% of the historical average.

Source link: Insurance Journal — http://bit.ly/3JhJR5Q