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

Florida Republican Sen. Rick Scott and Florida Republican Rep. Byron Donalds have introduced legislation to give tax breaks to people that purchase flood insurance. Scott says it’s an “above the line” deduction and a commonsense bill to help people afford flood insurance and not “break the bank.”

“While we continue to work on permanent solutions to the problems plaguing the NFIP (National Flood Insurance Program), we need to make sure hardworking folks have access to affordable coverage,” Scott said. “That’s why I am introducing and will be fighting to pass legislation that provides a non-refundable tax break to families who purchase flood insurance coverage either through the private market or the NFIP.”

Donalds agrees and pointed to his constituents in Florida.

“Over recent years, residents of Southwest Florida and the Sunshine State have been faced with an exponential rise in flood insurance costs,” Donalds said. “This unsustainable trend is severely impacting hardworking Florida families and it is critical that this problem is immediately addressed.”

The Federal Emergency Management Agency (FEMA) manages the NFIP. FEMA’s David Maurstad said the flood insurance price reforming, Risk Rating 2.0 is critical to making the NFIP actuarily sound.

“The new pricing methodology is the right thing to do. It mitigates risk, delivers equitable rates and advances the Agency’s goal to reduce suffering after flooding disasters,” Maurstad said. “Equity in Action is the generational change we need to spur action now in the face of changing climate conditions, build individual and community resilience, and deliver on the (Joe) Biden Administration’s priority of providing equitable programs for all.”

Source link: Florida Politics — https://bit.ly/4dcDRZ4