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

Some of us think government is too expensive. That also applies to the business of doing government. As most of us know, running a Legislature is expensive.

And the longer a Legislature stays in session, the more expensive it becomes.

That said, it’s not why Montana Governor Greg Gianforte vetoed a pay raise for Montana’s House and Senate members. They’re paid a per diem and given an hourly wage.

The governor said the increase to $24 an hour, along with an already passed increase in the per diem, is too much, and is disproportionate to the raise the Legislature authorized this year for state employees.

“As has been the case since before our nation’s founding, public service comes with personal sacrifice — long hours away from home, less time with family, and appropriately limited compensation,” the governor wrote in his veto message. “Those who enter public service, by design, are often motivated by a cause greater than themselves.”

House Appropriations Chair, Republican Rep. Llew Jones supports the raise and says the raise is critical because without more money to go along with days and days away from jobs and homes, only those that are independently wealthy, or retired, will be able to afford to serve.

“The reality is we’re making decisions on who can serve,” Jones said. “I certainly can live without this but I’ve watched the people who can’t and I’ve watched them for years.”

When they’re in session or working for the Legislature on out of session business, Montana’s House and Senate members are currently paid $104.86 per day — or around $13 an hour. The per diem pays for the cost of lodging meals and travel.

Or to put it another way, the bill the governor vetoed would make the pay for legislators about 40% of what the governor makes per year. He earns $118,000. As an aside, Gianforte donates his entire salary to charity each year.

Montana’s Legislature meets every two years at a cost of $1 million per session, and $350,000 for the odd year when only interim committees meet.

“Our part-time citizen legislature stands in contrast to those in other states like California where professional politicians are full-time legislators, at great cost to taxpayers,” Gianforte wrote in his veto memo. “Our system keeps government close to the people, and it’s part of what makes Montana special.”

By the way, kitchen workers in some restaurants in the state capital of Helena make $19 to $23 per hour.

Source link: Montana Free Press — https://bit.ly/4325wqh