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

Delta Dental is a dental insurer. It also tracks important dental statistics like — well — how things are going for the Tooth Fairy. In fact, every year for the last 26, Delta Dental has done a poll titled the Original Tooth Fairy Poll.

And here’s what the 2024 version found. The value of the average single lost tooth dropped by 6% since last year’s poll. Today a child’s lost tooth gets an average of $5.84.

That’s down from last year’s $6.23.

The Tooth Fairy almost always gives up a little more for that first, precious tooth. That also dropped in average from $7.29 to $7.09. Gabriella Ferroni is the Senior Director, Strategic Communications, Delta Dental Plans Association. She said that’s the first year-over-year drop in five years.

“Delta Dental has tracked U.S. Tooth Fairy giving trends for 26 years as a timely way to spotlight the importance of children’s oral health,” she said. “It is not a surprise to see she tightened her purse strings following last year’s record high. Despite the more economical reward, Tooth Fairy giving is a fun conversation starter to encourage good oral hygiene habits at an early age.”

Usually, the Tooth Fairy’s giving is in line with the general economy, and, in particular, the S&P 500. This year it’s different. Over the last year the S&P 500 has gained 20% and the Tooth Fairy lost 6%.

By regions, she’s much more generous in the West with a lost tooth garnering $8.54. That’s up 37% over last year’s figure.

The Northeast number is $6.87, a 12% hike.

In the South a lost tooth dropped to $5.51. That’s a big surprise because last year it led the pack with $6.59 per lost tooth.

The Midwest is where most kids lost money, and one reason the national average dropped. A lost tooth in that region gains a kid an average of $3.63. That’s down 36% from last year.

Source link: Delta Dental — https://bit.ly/3wz4x5B