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 2023 National Underwriter Property Casualty (NUPC)/PIA Independent Agent Survey is underway. The survey is easy to do, takes just a few minutes and will be open through January 10, 2023.

All PIA members — and that includes you, the PIA Western Alliance member agents — are encouraged to participate.

The 6th annual survey is a partnership with ALM Intelligence.

The survey is also done with NUPC readers and is designed to obtain an accurate, updated picture of the challenges and opportunities facing independent insurance agents, and how they are managing in today’s fast-paced business world.

Key results of this research project will be shared in print and online as a data-rich cover feature of charts, graphs and editorial analysis. It will appear on PIA National’s pianational.org and in PIA National Newsline and PIA Connection.

You can also find it in NUPC’s print edition as well as on PropertyCasualty360.com. .

Results will be published beginning March 1, 2023.

Please take a few minutes to complete our online survey. Your responses will be anonymous.

Click here to get started — https://bit.ly/3Co4Q35

If you’re interested, you can also look back at six years of the Independent Insurance Agent Survey (PC360). Click here to see that story — https://www.propertycasualty360.com/2022/12/15/a-look-back-at-six-years-of-the-independent-insurance-agent-survey/

Source link: PIA National