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

Technically, it’s not summer. Yet. But it’s getting warmer by the day. And with all that warmth comes the discomfort of trying to sleep in all that heat. Most of us have air-conditioning in our homes but it’s costly, and sometimes makes our bedrooms either too cold or not cold enough.

With climate change worries, some of us prefer to be ecologically correct and don’t want to eat up all that electricity just to stay comfortable. So we did a little research, and found a story from the Seattle times on how to stay comfortably cool at night.

And they’re tips to stay cool — naturally; at least mostly naturally:

  • First of all, keep the sun out of your house and your bedroom — direct sun can raise the temperature of a room by over 10 degrees
  • Keeping the sun out of your home and bedroom is most important on the south and west sides of your home
  • Hang a thin, wet towel or sheet over an open window; warm air passing through the material will cause evaporation and cools the air
  • Freeze some water bottles or take a bowl of ice water and put it in front of a fan aimed at your bed
  • Try some gel ice packs under pillowcases or put them under your neck, knees and wrists
  • Take a hot bath or a hot shower a couple of hours before bed; it helps lower your body temperature

Source link: The Seattle Times — https://bit.ly/42bqWA8