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

Many states — including several PIA Western Alliance States — have laws or regulations on the books that make it easy for fraudsters to do a third-party lawsuit. Bad faith laws often keep insurers from doing a deep investigation into a claim.

Bills pushing bad faith are constantly cropping up in Oregon and Washington and those efforts are being noticed by other states around the country. And the notice is not positive.

In Washington, insurance commissioner, Mike Kreidler unilaterally enacted a bad faith law. For almost two years, the PIA Washington and other insurance groups battled the commissioner in court. The fight was costly but the groups won and Kreidler was forced to pull edicts.

Yet, politicians in both states — and in others — continue the bad faith push. At least one state, Florida, is on the verge of changing that problem.

Actions by the Florida House Judiciary Committee and the Senate Committee on Banking & Insurance has caught the attention of the National Insurance Crime Bureau (NICB). The bureau is heaping high praise on the two committees for passing two bills that will significantly reduce insurance lawsuit abuse in the Sunshine State.

Both bills — House Bill 837 and Senate Bill 236 — have the support of Governor Ron DeSantis, Senate President Kathleen Passidomo and House Speaker Paul Renner. The bills will eliminate one-way attorney fees, will limit injury and insurance litigation, they modernize bad faith laws, stop jury awards that are deemed “inflated,” and in cases going to court, will require the revelation of the true cost of medical care given to injured people.

Bureau president and CEO David Glawe said these bills are meaningful but still have a long way to go to stabilize the state’s insurance market.

“Insurance fraud and abuse is rampant in the state of Florida, costing homeowners and insurance carriers billions of dollars each year,” Glawe said. “We thank the bill sponsors for advocating on behalf of Florida’s consumers and for working together to stabilize the Florida insurance market and address the decades-long fraud and abuse that has plagued the state. NICB fully supports this legislation.”

NICB VP, Rich DiZinno agrees.

“House Bill 837 and Senate Bill 236 will bring much-needed reform to Florida’s lawsuit abuse climate,” DiZinno added. “We look forward to seeing these bills advance through the legislature and bring relief to Floridians who have been stuck with skyrocketing insurance premiums and other rising costs.”

Source link: Insurance Business America — http://bit.ly/3ZKuU2f