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 of Oregon’s Agent Conference will be held June 5th, 6th and 7th in Hood River Oregon. Hood River is one of the jewels of Oregon’s incredibly beautiful Columbia River Gorge.

Agents and agencies, take advantage of the early bird special. Click this link to register early: https://members.piawest.com/ap/Events/Register/qGH7nNAHjHQCe

Exhibitors. This event will offer quality time a little differently.  Unlike a traditional trade show, your Tabletop display will be open and available during all sessions. Attendees will have the chance to for more in depth networking and sharing of your information.   Your company representative can also participate in a more relaxed atmosphere, attend and share in the fun too. 

The booth price for a company member is $600. Non-members $800. Electricity is available to all for an additional $75. All booths come with one free conference for your company representative.  Golf Tournament is an additional fee.

And remember, sponsorships are available too.  Many include a tabletop free of charge.

Click this link to reserve a booth in the exhibit hall: https://professionalinsuranceagentswesternalliance.growthzoneapp.com/ap/Events/Register/YmHJVvyFJfzCK

Sponsorships are also open. Click this link to sponsor: https://www.piawest.com/wp-content/uploads/2024/02/240226-OR-EX-SP-Kit.pdf

These are the sponsors so far:

  • Capital Premium Financing
  • Enterpise Mobility
  • Imperial PFS
  • Pennsylvania Lumberman’s Mutual Ins. Co.
  • XPT Specialty

Sponsorships and exhibiting shows your commitment to the independent agency community and in return, the PIA showcases your company at the event through our marketing and promotional material, and on the conference website.

To sponsor or to exhibit, contact Joy Rethaford by email joyrethaford@piawest.com or phone at 888-246-4466 ext. 118.

Here is this year’s agenda:

Wednesday, June 5:

Golf Tournament at Indian Creek Golf Course followed by Welcome Reception along the Columbia River beginning at 5:30.

Exhibitors set up is also happening throughout the afternoon.

Thursday, June 6:

8:30 am – 9:30 am               Breakfast with exhibitors

9:30 am to 11:30 am           Insure Tech — Everything AI and more

11:30 to 1:00 pm                  Awards luncheon and exhibition hall open

1:00 pm to 3:00 pm             General session – Conversations for Impact: Challenging the way you think through difficult times

3:30pm to 5:00 pm               Happy hour with exhibitors

Evening in Hood River        Wine and Cider tasting Scavenger hunt

Friday, June 7:

8:00 am to 9:30am               Breakfast with keynote speaker – Table Tops open
Dan Weedin – Being Resilient Through Disruption

9:30 am to 12:30pm       CE Breakout – Are Your Clients Ready for the Next Disaster? Preparing clients for after the fact — Kathy Fraley, CIC