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

PIA National CEO Mike Becker has resigned. Becker said he has accepted a position outside the insurance industry. Exactly where he’ll go and when will be announced soon.

Last week’s announcement said Becker will continue to head the association until April to ensure a smooth transition. In the meantime, PIA National President Rich Savino said PIA Immediate Past President Gerald Hemphill will head the search committee to find a successor.

“Mike has significantly raised PIA’s value by greatly expanding product offerings and services to benefit our members,” Savino said. “He has also expanded our association’s reach and built new relationships with carriers and technology companies. He is a real visionary — the innovation he brought to our organization will be felt for years to come.”

Becker has been instrumental in leading the association in new, creative, and very successful ways. Among them:

  • Becker created the PIA Technology Council in 2023 where technology leaders worked with PIA to provide ideas, input, and insights on technology to agents.
  • Becker championed the PIA Partnership, the association’s carrier council.
  • His outreach to large, multi-state mega agencies led to a change in PIA membership that embraces a broader swath of independent agencies being part of PIA.

“Our role is to provide tools and resources to help our independent agent members take on the daily challenges and become more successful and more profitable,” Becker said. “I will always believe in the independent insurance agency distribution channel and all the good, honest, hardworking people who are PIA. It is with the greatest sense of affection for PIA and all the wonderful people who have come to be friends that I embark on a new chapter in my career.”

Becker said this is not a decision that came easily.

“PIA is a tremendous organization — I’m very fortunate to have been here 17 years — and none of the excellent work we have been doing will stop,” he said. “One of the things I have loved most about the insurance industry is the people. I’ve cherished working with so many of you who are dedicated to making our industry a better place.”

Source link: PIA National — https://bit.ly/48o8FlV