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

A survey by NBC News offers an interesting look at how Generation X voters — those 42 to 57 — have grown more conservatives as they’ve aged and how their kids — Generation Z — are much more liberal.

That said, doesn’t it tend to be a trend that people grow more conservative as they grow older?

Maybe, maybe not. However, millennial voters — those aged 26 to 41 — might be proof of that statement. As a group, they’re a little more conservative than they were in 2012. But that’s just slightly.

As a test of who’s changing, or not, NBC News looked at polls from 2012 and 2022, and looked at thousands of interviews from the different age groups and came to some very interesting conclusions.

One example is the 2012 reelection of President Barack Obama. Generation X voters wanted Congress to be controlled by Democrats and wanted that by a 7 point, 48% to 41% margin.

A decade later they prefer Republicans running Congress by a dozen points at 52% to 40%.

In 2012, when Barack Obama won re-election, Gen X voters preferred Democrats in control of Congress over Republicans by 7 points, 48%-41%. 

Yet 10 years later, when the GOP won control of the House but came up short winning the Senate, Gen X’s voters preferred Republican control by 12 points, 52%-40%. 

Here’s a look at some of the comparison numbers between 2012 and 2022. You’ll find them fascinating as well as informative.

2012 — All registered voters

Total Conservative: 37%

Moderate: 36%

Total Liberal: 24%

Generation Z — ages 28-25

Total Conservative: N/A

Moderate: N/A

Total Liberal: N/A

Millennials — age 26 to 41

Total Conservative: 30%

Moderate: 37%

Total Liberal: 30%

Generation X — age 42-57

Total Conservative: 35%

Moderate: 38%

Total Liberal: 25%

Baby boomers — age 58 to 76

Total Conservative: 39%

Moderate: 36%

Total Liberal: 22%

Silent generation — age 77 to 94

Total Conservative: 44%

Moderate: 33%

Total Liberal: 20%

2022 — All registered voters

Total Conservative: 37%

Moderate: 33%

Total Liberal: 27%

Generation Z — ages 28-25

Total Conservative: 33%

Moderate: 26%

Total Liberal: 48%

Millennials — age 26 to 41

Total Conservative: 30%

Moderate: 32%

Total Liberal: 35%

Generation X — age 42-57

Total Conservative: 40%

Moderate: 37%

Total Liberal: 20%

Baby boomers — age 58 to 76

Total Conservative: 42%

Moderate: 33%

Total Liberal: 23%

Silent generation — age 77 to 94

Total Conservative: 47%

Moderate: 30%

Total Liberal: 19%

2012 vs. 2022 Congressional Control Preference by Generation

2012 — All registered voters

Republican control: 41%

Democrat control: 48%

Net difference: +7% Democratic Party Control

Generation Z — ages 28-25

Republican control: N/A

Democrat control: N/A

Net difference: N/A

Millennials — age 26 to 41

Republican control: 37%

Democrat control: 53%

Net difference: +16% Democratic Party Control

Generation X — age 42-57

Republican control: 41%

Democrat control: 48%

Net difference: +7% Democratic Party Control

Baby boomers — age 58 to 76

Republican control: 43%

Democrat control: 46%

Net difference: +3% Democratic Party Control

Silent generation — age 77 to 94

Republican control: 45%

Democrat control: 44%

Net difference: +1% Republican Party Control

2022 — All registered voters

Republican control: 46%

Democrat control: 47%

Net difference: +1% Democratic Party control

Generation Z — ages 28-25

Republican control: 31%

Democrat control: 62%

Net difference: +31 % Democratic Party Control

Millennials — age 26 to 41

Republican control: 42%

Democrat control: 48%

Net difference: +6% Democratic Party Control

Generation X — age 42-57

Republican control: 52%

Democrat control: 40%

Net difference: +12% Republican Party Control

Baby boomers — age 58 to 76

Republican control: 48%

Democrat control: 47%

Net difference: +1% Republican Party Control

Silent generation — age 77 to 94

Republican control: 52%

Democrat control: 41%

Net difference: +11% Republican Party Control

Source link: NBC News — https://nbcnews.to/3ktevPJ