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 depth of California’s homeowners insurance crisis is well-known. Among the reasons insurers are abandoning the state include the restrictive rate increase policies of the insurance department, the high cost of home repair and wildfire and earthquake risks.

Even though California Insurance Commissioner Ricardo Lara is pushing hard for reforms, it will likely take awhile before insurers come around. As a result, many homeowners unable to find an insurer are going to the last resort, California’s FAIR Plan.

To date 3% of the state’s homeowners are on the plan. But, according to Phil Irwin, the president of Gold Insurance Solutions, that number is growing significantly by the day.

“In the last 60 days, I think the application volume is around 1,000 applications a day right now, which is just astronomical,” he said. “It’s rough. We’re seeing policies in Downtown Sacramento that would have no reason to be on the FAIR Plan in a healthy market.”

Whether the number quoted by Irwin is factual is up for debate. What isn’t is what the state’s most expensive insurer is doing with rates. The FAIR Plan — like other California insurers — is also trying to keep rates actuarily sound.

Renewals for next year will soon be sent out and homeowners on the FAIR Plan can expect an increase pushing 15%. How close the increase gets to that number will depend on the property’s wildfire exposure.

Source link: The San Francisco Standard — https://bit.ly/3Q9Xg27