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

We all agree that a very nice income can be made in the insurance industry. Some make more than others. And some of those making more than others make a lot more.

The insurance publication, Business Insurance recently took a look at the highest paid insurance brokers in 2024. These five executives are making an enviable income. While most of us hope to get raises that at least match inflation, these executives are seeing salary increases ranging from that of Christa Davies of Aon at 163.9% to 9.2%.

Most, however, are much higher than the 9.2% of J. Patrick Gallagher of Arthur J. Gallagher.

Here is the list:

1. Christa Davies, Aon PLC CFO

Salary: $1,250,000

Stock awards: $25,042,451

Other: $5,340,367

Total: $31,632,818

Change: 163.9%

2. John Q. Doyle, President & CEO, Marsh McLennan

Salary: $1,400,000

Stock awards: $5,775,090

Option awards: $5,550,012

No-equity incentive: $6,000,000

Other: $329,854

Total: $19,054,956

Change: 64.3%

3. J. Patrick Gallagher Jr. chairman and CEO, Arthur J. Gallagher

Salary: $1,300,000

Stock awards: $3,988,775

Option awards: $1,388,841

Non-equity incentive: $5,850,000

Change in pension, deferred comp: $36,498

Other: $2,932,108

Total: $15,496,222

Change: 9.2%

4. Carl Hess, CEO, Willis Towers Watson

Salary: $1,000,000

Share awards: $8,499,764

Non-equity incentive: $2,499,508

Change in pension,deferred comp: $156,923

Other: $512,637

Total: $12,668,832

Change: 18.1%

5. J. Powell Brown, CEO & President, Brown & Brown

Salary: $1,000,000

Stock awards: $2,941,861

Non-equity incentive: $5,500,000

Other: $344,884

Total: $9,786,745

Change: 45.2%

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