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 California Department of Insurance has said yes to a 29% rate hike for Trupanion. The pet insurer will be able to implement the increase in late July. This comes in addition to the 12% increase granted to medical coverage for dogs and cats last year.

The question on everyone’s mind is when will homeowners insurers see rate increase changes in California?

AM Best says in July. The change in July will allow insurers to include reinsurance costs in their rate filings. Of course, there is an asterisk that goes with the change. To get that allowance, the insurer must agree to cover areas in the state with high wildfire risk and do what they can to help reduce the number of homeowners using California’s insurer of last resort, the FAIR Plan.

In the meantime, California Insurance Commissioner Ricardo Lara hopes to have all of his reforms completed by the end of the year. He would prefer doing them himself rather than have the Legislature step in an do the changes.

While insurers are hopeful Lara will come up with a workable plan, California’s Consumer Watchdog is pretty sure he won’t. In fact, the group’s executive director, Carmen Balber released a video last week stating that Lara’s plan is a win for insurers and a big loser for consumers.

“California Insurance Commissioner Ricardo Lara cut a deal with the insurance industry, one that he says will get them selling more home insurance in California,” Balber said in the video. “But internal documents Consumer Watchdog obtained under the Public Records Act show that the deal is a bait and switch on consumers that won’t get a single new homeowner covered.”

The video says Lara is giving the insurance industry everything it wants in order to get it to start selling homeowners policies again.

Here is the link to the video:  https://www.youtube.com/watch?v=YzL2CiN8yRQ

Source link: Insurance Business America — https://bit.ly/44YFN3S

Source link: Insurance Business America — https://bit.ly/3UTBlih

Source link: Insurance Business America — https://bit.ly/3RiqxJB