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 PIA Western Alliance and its staff and management wish all of you a wonderful and happy Thanksgiving.

Insurance aside, few of us have much on our minds this week but Thanksgiving and the upcoming holidays. This issue of Weekly Industry News will have the usual batch of insurance stories but we thought we’d begin with some fun facts about what some consider to be the best of all of the — some say way too many — national holidays.

These come our way via the educational website, WorldStrides.

The first fact involves the first Thanksgiving. While we are pretty positive they didn’t actually called it, Thanksgiving, the celebration happened in 1621. It lasted three days and there were 50 Pilgrims and 90 Wampanoag Indians present.

Oddly, only five women attended. No one knows for sure but the Weekly Industry News editor suspects their invite may have come because they had cooking skills. Oh, and turkey wasn’t on the menu. The site says the three days of eating featured venison, duck, goose, oysters, lobster, eel, and fish.

Maybe some pumpkins were there for the eating and a few cranberries. But the pumpkin didn’t make it to pies and the cranberries weren’t in the form of a sauce.

Most of you already know that President Abraham Lincoln made Thanksgiving a national holiday on October 3, 1863. What you may not know is that some historians believe the 1621 meal was sometime in mid-October.

Anyway, Lincoln made Thanksgiving a national holiday after being pushed to do so by Mary Had a Little Lamb writer, Sarah Josepha Hale. It took her 17 years of pestering U.S. presidents to get the job done.

The first U.S. president to pardon a turkey wasn’t Harry Truman as legend has it. He was the first to receive a ceremonial turkey from the National Turkey Foundation. Truman promptly cooked the poor bird and had it for dinner.

President John Kennedy is credited as the first to let a gobbler go.

The United States has four towns named Turkey. They’re in Turkey, Arizona, Turkey, Texas, Turkey, Louisiana and Turkey, North Carolina.

When it comes to eating, the average person consuming a Thanksgiving dinner gobbles down 4,500 calories. And many of those meals are incredibly tasty because of the Butterball Turkey Hotline. Butterball puts in into action every November and December. The hotline answers over 100,000 questions annually.

And what Thanksgiving Day festivity would be complete without football. The first Thanksgiving football game was between Princeton and Yale. It wasn’t televised. While some younger — and uneducated kids might think so — TV wasn’t invented in 1876.

The first National Football League game was in 1920. It, too, was not televised. There used to be there was just two games. One between the Detroit Lions and another team, and a second game between the Dallas Cowboys and another team.

Football is so popular, game demand is there, and the advertising dollars are irresistible, so a third game from two random teams was started in 2006.

Lastly, more of us will be traveling this year than last year. Estimates are that 54 million people will hit the highways, up 4.8% from 2022.

Source link: WorldStrides — https://bit.ly/3sLKBea