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

This is a rhetorical question. Is it because of COVID that the nation is seeing more crime or is it coincidental? Something to think about for sure. The crime in this story is vehicle theft.

It’s rising.

The National Insurance Crime Bureau’s (NICB) annual Hot Spots report says five of the 10 states with the most vehicle theft are PIA Western Alliance states. They are California, Oregon, Washington, New Mexico and Nevada.

The NICB says in 2021 — the latest year for statistics — auto thefts increased 6%. In 2020 that figure jumped 20% compared to 2019. So while the number is dropping, a 6% rise is still significant and should be a big concern to most of us.

The Coalition Against Insurance Fraud has figures that says auto theft costs consumers and businesses something like $7.4 billion a year.

NICB president and CEO, David Glaw said the biggest number of thefts belongs to California. However, when it comes to looking at the percentage of thefts one year to the next, Colorado reigns. Colorado saw a 32% jump.

“For many of us, cars are essential to our livelihoods and the welfare of our families,” Glawe said. “NICB, along with our partners in law enforcement, are proactively working to prevent and deter vehicle theft, but vehicle owners can take simple steps to empower themselves.”

Here is the list the NICB put together:

1. Colorado

2021 theft rate per 100,000 residents: 661.21

2020 theft rate per 100,000 residents: 502:12

2. Washington D.C.

2021 theft rate per 100,000 residents: 651

2020 theft rate per 100,000 residents: 562.98

3. California

2021 theft rate per 100,000 residents: 320.04

2020 theft rate per 100,000 residents: 475.24

4. New Mexico

2021 theft rate per 100,000 residents: 475.50

2020 theft rate per 100,000 residents: 426.19

5. Oregon

2021 theft rate per 100,000 residents: 417.16

2020 theft rate per 100,000 residents: 385.08

6. Washington

2021 theft rate per 100,000 residents: 461.91

2020 theft rate per 100,000 residents: 368.46

7. Missouri

2021 theft rate per 100,000 residents: 428.13

2020 theft rate per 100,000 residents: 453.63

8. Nevada

2021 theft rate per 100,000 residents: 426.75

2020 theft rate per 100,000 residents: 365.84

9. Oklahoma

2021 theft rate per 100,000 residents: 359.33

2020 theft rate per 100,000 residents: 371.28

10. Texas

2021 theft rate per 100,000 residents: 320.04

2020 theft rate per 100,000 residents: 318.52

You may want to share this information from the NICB with your auto insurance clients if you have them.

  • Always practice good security hygiene
  • Make sure your auto policy is up to date.
  • Roll up your windows, lock your doors, and take the keys or fob
  • Park in well-lit areas and, when possible, areas staffed by security
  • Park personal vehicles in a garage. If not possible, and vehicles must be parked in a driveway, consider installing motion sensor security lights.
  • While lights may not provide complete security, they may make some thieves think twice

Source link: PropertyCasualty360.com — http://bit.ly/3GuCTrO