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

The PIA of Oregon is “giving you something to sip about” by focusing on the agent/client connection and how to navigate the current state of the market while focusing on E&O and your bottom line. All of this in the beautiful backdrop of Hood River Oregon and the Best Western Plus Hood River Inn.

As with any PIA conference, the main focus is connecting agents with agents, and agents with companies and company personnel and vice versa. Add to that all important CE credits from exceptionally interesting classes, and some fun, and your two or three days at the PIA Oregon conference is time well spent.

Let’s take Thursday’s general session for example. It follows the annual awards luncheon where PIA Oregon introduces its agent the year and company person of the year. This year’s general session is titled Conversations For Impact. This session is designed for thoughtful conversation and leadership.

The panelists are:

  • Cole Powell – Agent, Hopp Insurance, McMinnville, OR
  • Deborah Mohr – Certified Risk Management Consultant
  • Kevin Kelly – Risk Management Consultant
  • Russ Schwikert – Agency Partner, Ashland Insurance
  • Stacie Ekstrom, CIC – Vice President, Wheatland Insurance, Ione, OR

They bring expertise from the agency retail sector, operations, human resources, financial services and technology on how to navigate the hard market and more. After their initial presentations, there will be breakouts on more specific topics before the group convenes again to come to actionable conclusions.

For more information, and to register, click this link: https://www.piawest.com/2024-or-agent-conference/

Here’s more detail.

Wednesday, June 5th is golf day at the beautiful Indian Creek Golf Course.  We will end the day with Welcome Reception at the hotel’s outdoor patio.

On Thursday, June 6th, breakfast will be available to anyone that comes in the night before. Thursday morning is the Insure Tech Panel — Everything AI and more: Our panelists are made up of industry professionals that can speak to the rapid changes happening in the insurance tech world.

Then there’s the annual award’s luncheon. Take a break as we gather to recognize the best in the industry. After the luncheon is Conversations for Impact that you read about earlier.

Happy Hour with Exhibitors follows. Our vendors are available throughout the day. Stop by their display on breaks and while having a beverage after our day together. Prize drawings will take place around 4:30.

Later in the afternoon is the Wine/Cider Walk. Hood River is known for its wine, cider and ale houses.

Friday begins where we left off with panel discussions with breakfast with Dan Weedin. Dan is a well known motivational speaker and will be speaking on Being Resilient Through Disruption.

We will close Friday with CE and speaker Kathy Fraley, CIC, CPIW.  As some of you know, Kathy lost her home in the Gray Wild Fire this past August. She has formulated an outline approved for 3 CE in Oregon based her experience as a claimant. 

Her session: Are Your Clients Ready for the Next Disaster? Preparing Your Clients for After the Fact will be a session you won’t want to miss!

Here is the conference agenda:

Wednesday June 5, 2024

12:30 pm Golf Tournament – Indian Creek Golf Course

 5:30 pm  Welcome Reception & Golf Awards Hotel River Terrace

Exhibitor Setup

Thursday, June 6, 2024

8:30 am – 9:30 am   Breakfast – Exhibits open

9:30 am – 11:30 am  Insure Tech – Everything AI and more

11:30 am – 1:00 pm  Awards Lunch – Exhibits open

1:00 pm – 3:30 pm   General Session – Conversations for Impact –Challenging the way you think through difficult times

3:30 pm – 6:00 pm   Happy Hour with Exhibitors

Evening in Hood River – Wine and Cider event

Friday, June 7, 2023

8:00 am – 9:30 am   Breakfast with keynote Speaker Dan Weedin – Being Resilient Through Disruption – Exhibits Open

9:30 am – 12:30 pm   CE Breakout: Are your clients ready for the next disaster? Preparing your clients for after the fact with Speaker Kathy Fraley

Questions? Contact Joy Rethaford or Kim Legato at 888-246-4466.