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

Beazley’s 2024 Geopolitical Risk Snapshot report is out. The company sent surveys to 3,500 business leaders all over the world. Among them are those buying business insurance.

Beazley wants to know what worries business.

Political risk topped the list. In the United States, 32% of those surveyed say political risk is their biggest concern and 65% think this year’s election will have an impact on their international trade ability.

In North America, war and terrorism was a big concern for 25% of those surveyed.

One of the reasons for the political risk concern is that businesses in the U.S. have not forgotten the turmoil following 2020’s election, the January 2021 Capitol Hill riots and the Black Lives Matter (BLM) demonstrations and riots following the murders of George Floyd and Breonna Taylor.

Beazley’s statistics are interesting and alarming.

The company looked at the Armed Conflict Location and Event Data Project *ACLED) data on those issues. That information found there were over 11,000 BLM demonstrations in almost 3,000 locations. Of the events, ACLED found 94% to be peaceful and 6% ended up being violent with damage to property and the interruption of business.

Beazley’s Lucy Straker is the company’s political violence focus group leader. She — and the report — cite information from the Texas Politics Project that found many voters in the U.S. are expecting violence after this year’s election.

That could cause business interruption and big problems for insurers.

“History serves as a useful guide and can help our clients to identify whether they may fall victim to political violence this year. Previously, we have seen that businesses located close to government assets have been affected by rioting and political violence,” Straker said. “While they are not the target of protestors’ anger, they are often dragged in through collateral damage. For these businesses, having the right insurance is crucial to survival in the current geopolitical climate.”

Here’s more:

  • 29% predict damage from political violence will be high in 2025
  • 25% say they are not prepared for that risk

Source link: Digital Insurance — https://bit.ly/3wehVfK