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

United Van Lines said in 2022, two PIA Western Alliance States — Oregon and New Mexico — were among the top-10 destination states for people on the move. According to economist, Michael Stoll of the University of California, people are moving from larger cities to smaller ones and are doing so for career changes and family issues.

Stoll said the mover’s study shows people are now “moving from bigger to smaller cities, mostly in the South, some in the West, but even an increase of migration to the Northeast, which has not been typical. We’re also seeing younger millennials migrating to vibrant, metropolitan economies, like Washington, D.C. and Portland, Oregon.”

United Van Lines says most of the movers are baby boomers and those of Generation X (born 1965 to 1980). For boomers, retirement is a driver, however, the company says just 20.39% of baby boomers who relocated did so for retirement reasons.

Most people who moved — United Van Lines said — did so for a new job, or from being transferred. That number for those reasons was 33%. However, United Van Lines said the number of relocations for a job has been dropping the last five years.

This kind of information is critical to you — the independent insurance agent of the PIA — because it helps determine immediate and future needs for those moving into different areas.

Here are the top-10 states:

1. Vermont

  • Percent of inbound moves in 2022: 76.9%
  • Percent of moves outbound in 2022: 23.1%
  • Top reason for the relocation: Job

2. Oregon

  • Percent of inbound moves in 2022: 67.1%
  • Percent of moves outbound in 2022: 32.9%
  • Top reason for the relocation: Job

3. Rhode Island

  • Percent of inbound moves in 2022: 65.5%
  • Percent of moves outbound in 2022: 34.5%
  • Top reason for the relocation: Job

4. South Carolina

  • Percent of inbound moves in 2022: 61%
  • Percent of moves outbound in 2022: 39%
  • Top reason for the relocation: Retirement

5. Delaware

  • Percent of inbound moves in 2022: 60.7%
  • Percent of moves outbound in 2022: 39.3%
  • Top reason for the relocation: Retirement

6. North Carolina

  • Percent of inbound moves in 2022: 60.6%
  • Percent of moves outbound in 2022: 39.4%
  • Top reason for the relocation: Family

7. Washington D.C.

  • Percent of inbound moves in 2022: 59.2%
  • Percent of moves outbound in 2022: 40.8%
  • Top reason for the relocation: Job

8. South Dakota

  • Percent of inbound moves in 2022: 58.5%
  • Percent of moves outbound in 2022: 41.5%
  • Top reason for the relocation: (Tie) family, job and retirement

9. New Mexico

  • Percent of inbound moves in 2022: 58.4%
  • Percent of moves outbound in 2022: 41.6%
  • Top reason for the relocation: Retirement

10. Alabama

  • Percent of inbound moves in 2022: 58%
  • Percent of moves outbound in 2022: 42%
  • Top reason for the relocation: Family

Source link: PropertyCasualty360.com — https://bit.ly/3HbRiL2