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

It hasn’t been an easy year for U.S. property insurers. The National Oceanic and Atmospheric Administration (NOAA) did an analysis of disaster in 2022 and found them racking up damages totaling $165 billion.

In the count, NOAA only considers disasters with damages over $1 billion. In 2022 there were 16 of them and they killed 474 people.

It was the third worst year of all time. Number one was 2017 where damages totaled $373.2 billion. In 2005 — the year of Hurricane Katrina — that figure was $253.5 billion.

As noted, last year was third.

NOAA calls billion-dollar disasters the new normal. Part of the reason — the administration’s experts contend — is because people are moving into, and building in, more risky areas.

Another issue is climate change.

Munich Re says climate change is generating warmer, wetter weather that is leading to more weather-related disasters. Globally, insurance companies got hit for $120 billion to $240 billion in losses in 2022.

The largest single event in the U.S. was Hurricane Ian. It cost insurers $112.9 billion. Munich Re says it is the most expensive insurance loss for any country last year. Other disasters included the usuals — wildfire, tornadoes, earthquakes, etc.

Source link: Insurance Journal — https://bit.ly/3GML3f9

Source link: Insurance Business America — https://bit.ly/3iNpq6v