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 PIA Western Alliances wishes a warm “Aloha” to the state of Hawaii. It is the newest state to be managed by the Western Alliance and adds a 10th state to the association.

PIA Western Alliance Executive Vice President Kim Legato said the association offers a dynamic range of services for independent agents and agencies across the Western United States that will benefit the PIA membership in Hawaii.

“The addition of Hawaii marks a significant milestone in our collective journey toward fostering collaboration, unity, and prosperity across the PIA Western Alliance,” Legato told Weekly Industry News.

She said as the Western Alliance evolves and grows, so is the PIA Western Alliance website. In the past, the PIA Western Alliance identified itself as four groups:

PIA Washington/Alaska

PIA Oregon/Idaho

PIA Montana

PIA Group (Arizona, California, Nevada, New Mexico)

From now on, each PIA Western Alliance state will now have its own identity, and it’s own, individual page on the website. Hawaii will be included in this change.

“As we celebrate this historic moment for the Western Alliance, we reaffirm our shared values and aspirations to strengthen the industry with innovation, collaboration, and a commitment to excellence,” Legato added. “This addition underscores our collective dedication to fostering growth, prosperity, and sustainable development across our alliance and beyond with Aloha spirit.”