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

Former PIA Oregon/Idaho president and Oregon agency owner, Gary Steffen has passed away. He will be missed.

When Gary walked into a room, he owned it, and not just because of his size. Gary was just larger than life in so very many ways. He ran a successful business, was an exceptional musician, and played professionally most of his life, and, if this statement could be true of anybody, it is true of Gary.

Everybody loved him.

Gary also had more courage than most of us. For the last decade of his life, Gary battled some very difficult life and health issues with dignity and an incredible sense of humor.

Kim Legato is the PIA Western Alliance executive vice president. Though she didn’t work with Gary as much as former PIA Western Alliance VP & CEO, Clark Sitzes, she did have quite a bit of interaction with him and passed the association’s condolences on to his friends and relatives.

“We are all sorry to learn of Gary’s passing,” she said. “He was a kind person and lead the chapter with unassuming leadership. He will be missed.”

Clark Sitzes — as noted earlier — knew Gary very well and calls him one of PIA Oregon/Idaho’s best presidents.

“Gary Steffen was one of the brightest and most caring presidents to ever serve the PIA,” he said. “He was a dedicated volunteer. He represented the PIA in all ways and always had the best interests of the association and its members at heart.”

Like most people who knew him, Clark Sitzes noted Gary’s charisma and charm as being a step above the usual. “He was a people person,” he added. “And those he met instantly liked him. Gary will be missed.”

Lisa Tucker is an E&O Executive Commercial Underwriter for Utica. Several years ago, Lisa headed up the PIA Western Alliance’s insurance department. She says Gary’s loss is incalculable.

“Gary changed the course of my life. Without him, I would not be where I am today,” she told Weekly Industry News. “He personally introduced me to Clark [Sitzes]. I never would have been hired by PIA without him. Being at PIA eventually led me to Utica, which has been a huge gift.”

And she agrees with our opening statements about Gary. He owned every room he ever walked into.

“Gary, personally, is someone who lit up a room,” she said. “He had a personality as big as he was. He gave the best hugs and was always so happy to see you. His passing has left me heartbroken. I loved Gary, and I will now, always have, a missing piece in my life.”