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

Though the government hasn’t really declared COVID over, it is over. Or if it isn’t over, it’s over enough that real life has returned. For PIA Oregon, a big part of real life — where we can actually meet face-to-face and connect — is the annual conference.

We’ve heard from many of our members who say they miss the traditional 3-day convention, and how the fun, and personalized time they spent with us, meant a lot to them.

It has returned in a big way and is set for May 18 and 19 at the Mt. Hood Oregon Resort in Mount Hood Village. Golfers can come a day early and participate in the always fun annual PIA Oregon golf tournament.

It’s time well spent so you’ll want to put the dates on your calendar and plan to attend.

The annual PIA Oregon conference will — like our past events — include a golf tournament, our can’t-be-beat trade show, a night of bingo and poker, top notch professional development, education and information sharing.

All of that and more in a beautiful alpine setting.

This is an event where you can network, meet new people, or say hello to old friends. And, one of the best ways to network and meet new people is at the PIA Oregon Trade Show.

It the best trade show anywhere! The PIA prides itself on attracting top companies in the industry to showcase the latest in products and services for your agency business. Whether it’s software, professional consulting, premium financing, restoration services, or services for personal and commercial lines, you can meet them all under one roof.

And as you visit and connect with vendors, you’re invited to enter drawings to win great prizes.

Whether you are new to the business or a seasoned pro, there is something for everyone at this year’s conference.

Click this link and scroll down toward the bottom for information on how to attend: https://775366059.planningpod.com/

Sponsorships — A great way to reach the member agents of the PIA Oregon

Participating as a sponsor and/or exhibitor the 2023 Conference has advantages that show your commitment to the independent agent community. An early commitment by your company means the PIA will showcase your company in all our event marketing, promotional material, on the event website and the mobile app. 

And attending will give you quality time with independent retail agents for lead cultivation and relationship building which is paramount to business success.

The PIA understands the independent agent community and their specific business needs. Don’t let this opportunity to meet your target market pass you by.

We look forward to you and your company joining us!

Click this link and become a PIA Oregon conference sponsor — https://piawest.com/wp-content/uploads/2023/03/230301-PIA-OI-EX-SP-Kit-1.pdf

Exhibit at the 2023 PIA Oregon Conference

Not only will you want to do a sponsorship at the PIA Oregon annual conference, but you’ll also want to get exhibit space at the annual trade show. Our trade show is legendary for being maybe the most popular thing we do each year.

Click this link to find out how you can become an exhibitor — https://342031898.planningpod.com/