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

It’s officially a trend. Actually, the dissatisfaction most Americans have with their government has gone on now for a couple of decades so it’s been a trend for awhile.

A recent poll from Gallup found just 23% of us are satisfied with how our government is working. A whopping 71% are dissatisfied. Some of us — 48% — are very much so.

That’s the only good news in the poll. In 2021 that number hit a record-high 66%. Intense dissatisfaction eased a bit from last year and now sits at 51%.

The two political parties and independents are all dissatisfied with the state of the nation.

All of us

  • Very dissatisfied — 48%
  • Somewhat dissatisfied — 28%
  • Satisfied — 23%

Satisfaction by political party — same question — in general, are you satisfied or dissatisfied with the way things are going in the US at this time:

Democrats

  • Very satisfied: 7%
  • Somewhat satisfied: 29%
  • Somewhat dissatisfied: 36%
  • Very dissatisfied: 28%

Republicans:

  • Very satisfied: 3%
  • Somewhat satisfied: 3%
  • Somewhat dissatisfied: 19%
  • Very dissatisfied: 75%

Independents:

  • Very satisfied: 4%
  • Somewhat satisfied: 19%
  • Somewhat dissatisfied: 30%
  • Very dissatisfied: 46%

Changes in very dissatisfied by political party from 2021 to 2023:

Democrats very dissatisfied

  • 2021 — 73%
  • 2022 — 31%
  • 2023 — 28%

Republicans

  • 2021 — 66%
  • 2022 — 72%
  • 2023 — 75%

Independents

  • 2021 — 66%
  • 2022 — 72%
  • 2023 — 75%

Source link: Gallup — http://bit.ly/3IANHWc