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

Oregon’s Department of Forestry did a controversial map on wildfire risk and homes located within those risk zones. It was so controversial that the state withdrew the map and a new one is in the process of being put together.

The outrage from homeowners over the map wasn’t lost on the Oregon Legislature. So last year, the Legislature passed Senate Bill 82 to address those concerns. That law went into effect January 1st.

It requires insurance companies to disclose whether and how wildfire risk impacts their rates and underwriting policies. In addition, it prohibits insurers from using the state’s wildfire risk map to cancel or refuse to renew a homeowner’s policy.

Oregon District 5 Representative Pam Marsh is mostly responsible for the bill. She said it will keep insurance companies a little more honest when dealing with consumers.

“This has continued to worry people because we are living in times where many of us have seen an increase in our insurance policies, some of us have seen policies get canceled, and when that gets canceled, we all just wonder why,” Marsh said. “This bill attempts to provide transparency around that question and make sure that consumers are protected.”

She said the transparency part of the bill is huge, too. It requires insurers to be very detailed as to why they cancel, or refuse to renew, a policy.

“The insurance company will now be required to consider those factors when they set rates,” Marsh said. “That doesn’t mean if there is not support that they have to give you a reduced rate because you have mitigated wildfire risk in some way, but it definitely means they have to consider it as part of their rate calculations.”

Another part of the bill will allow the survivor of a wildfire to 36 months to rebuild their home.

Source link: KOIN TV — https://bit.ly/3RQCWDO

Source link: KDRV-TV — https://bit.ly/3SfGq4o