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

PIA National is launching a new video program to help agency owners, managers and agents get out of their comfort zones. The series is titled, Thinking Bigger.

And PIA National says it will offer new ideas and expand your boundaries by sparking new ideas, innovative approaches, and thought-provoking conversations on everything from technology to operations.

In other words — thinking bigger, and thinking differently. Here are some of the topics you’ll see in the videos

  • Reading Your Clients’ Minds: Chris Paradiso, Paradiso Insurance, discusses how sentiment analysis can be integrated into your agency management system and give you a full picture of what your clients are thinking and doing.
  • Sales Miracles, One Step at a Time: Sometimes all a sales team needs to succeed is belief. Jason Kilgo, KILGO Insurance, talks about the importance of coaching, the value of team, and the role confidence plays in motivating producers.
  • You Are the Brand: Social media can not only get your brand out to thousands even millions of people, it is also free. Daniel Seong, Great Park Insurance, turned himself into a social media influencer and grew his business. He shares examples of how agents can take advantage of social media.
  • It’s About the Data! Agents have access to troves of data from carriers, from clients, and from third parties. Industry expert, Frank Sentner, has been involved in the exchange of data for many years and provides advice on how agents can take advantage of all that information they possess.

Here is a link to register for the webinar and to learn more. Here is a link — https://bit.ly/48f6UIk