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

GoBankingRates took a look at the 2022 American Community Survey. The reason the figures are from 2022 is because it takes a couple of years to digest and analyze all of the salaries in the nation.

GoBankingRates says you’ll probably find it no surprise that the richest people in the United States live in Washington D.C. The top 5% of earners in the nation’s capital take home $719,000 a year.

The richest state is Connecticut. In that state you have to bring in $656,000 a year to be among the most wealthy.

The state with the most dramatic growth in what it takes to be considered rich is the PIA Western Alliance state of Washington. In 2017, an income of $378,000 put you among the most wealthy in the state. The 2022 salary to end up in the top 5% in Washington State is $544,000.

The 44% jump can be attributed to how expensive it is to live in Seattle.

The GoBankingRates analysis found that we’ve all gotten richer since 2017. That year only Connecticut and Washington D.C. had a 5% top earners hitting $500,000 a year. In 2022 there are 11 states with people in the top 5%.

They are the PIA Western Alliance states of Washington, California and Hawaii, and  Massachusetts, Virginia, Colorado, New York, New Jersey, Illinois, Maryland and Connecticut.

This is what you have to earn in the PIA Western Alliance states to be among the top 5% earners:

Alaska — 2022 average income of the top 5%: $424,278

Arizona — 2022 average income of the top 5%: $435,414

California — 2022 average income of the top 5%: $613,602

Hawaii — 2022 average income of the top 5%: $500,183

Idaho — 2022 average income of the top 5%: $402,743

Montana — 2022 average income of the top 5%: $411,205

Nevada — 2022 average income of the top 5%: $449,872

New Mexico — 2022 average income of the top 5%: $353,104

Oregon — 2022 average income of the top 5%: $448,649

Washington — 2022 average income of the top 5%: $544,518

Source link: MSN Money — https://bit.ly/4ajPsmz