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

Over the years, the PIA has aggressively advocated for tax relief and tax help for independent insurance agents. These days, the battle is for passthrough entities.

Since the tax reform law (P.L. 115-141) was passed and signed into law in December 2017, we have advocated for the language that was passed by Congress to be interpreted as granting the passthrough tax deduction to insurance agents organized as Subchapter S corporations.

Our efforts paid off when our position was adopted by the U.S. Treasury and the IRS.

Unfortunately, and unlike the permanent deduction for entities organized as C corporations, the passthrough deduction for insurance agents was made temporary in the tax law. As a result, and unless Congress acts, the benefit for PIA members who organize as passthroughs will end on December 31, 2025.

On July 18, Congressman Lloyd Smucker (R-PA) introduced H.R. 4721, the “Main Street Tax Certainty Act of 2023.” The bill’s sponsor in the senate is Sen. Steve Daines of the PIA Western Alliance state of Montana.

If — and hopefully, when — the passed their bills pass, they will make permanent the 20% tax deduction currently available to some passthrough entities.

PIA strongly supports this legislation, and in advance of its introduction joined a coalition of businesses groups in a letter of support for the bill.

The association has developed an action alert that PIA members can send to their Senators and House member asking them to cosponsor the Main Street Tax Certainty Act.

It’s important to grow the number of cosponsors of this legislation so please take action today.

Click here to take action and support the legislation: https://bit.ly/3DBtJZm