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

Last week Weekly Industry News ran a story on 2024’s highest paid insurance brokers in the country. The information comes from the industry publication, Business Insurance.

This week we do another story on insurance industry income from the publication. It is the five highest paid insurance company executives. Other than a radical drop of over 67%, four of the five top five insurance company executives saw modest raises.

1. Evan Greenberg — Chubb Chairman & CEO

Salary: $1,550,000

Bonus: $9,000,000

Stock awards: $15,650,006

Other: $1,461,311

Total: $27,661,317

Change: Up 10%

2. Peter Zaffino — AIG Chairman & CEO

Salary: $1,500,000

Stock awards: $10,359,302

Option awards: $3,499,989

Nonequity incentive: $9,000,000

Other: $258,645

Total: $24,617,936

Change: Down 67.3%

3. Alan Schnitzer — Travelers Chairman & CEO

Salary: $1,450,000

Stock awards: $8,550,056

Option awards: $5,699,058

Nonequity incentive: $6,000,000

Change in pension value: $703,164

Other: $327,794

Total: $22,730,072

Change: Up 7.9%

4. Ajit Jain — Berkshire Hathaway Vice chairman-insurance operations

Salary: $20,000,000

Other: $16,500

Total: $20,016,500

Change: Up 5.3%

5. Timothy Sweeney — Liberty Mutual President & CEO

Salary: $1,350,000

Bonus: $3,749,775

Appreciation units: $8,102,066

Restricted units: $2,025,330

Other: $265,420

Total: $15,492,591

Change: Up 25.1%

Source link: Business Insurance — https://bit.ly/4bTqeg3