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

On February 21st of this year, UnitedHealth’s ChangeHealthcare unit was hit by a cyber attack. Eventually, UnitedHealth paid the several million dollar ransom demanded by the BlackCat gang.

For weeks the company has contended that non personal data was compromised. Apparently, UnitedHealth has now changed that tune. On Monday of this week the company said the criminals stole health and personal data from a “substantial proportion” of Americans.

That means a lot of people had their personal data exposed because ChangeHealth processed close to 50% of the medical claims posted in the U.S.

“A ransom was paid as part of the company’s commitment to do all it could to protect patient data from disclosure,” UnitedHealth Chief Executive Andrew Witty said. “This attack was conducted by malicious threat actors, and we continue to work with the law enforcement and multiple leading cybersecurity firms during our investigation.”

In addition to the loss of data, with ChangeHealth basically shutting down for several weeks, doctors and healthcare facilities are still struggling to get payments from the claims they posted earlier this year stretching to the present.

UnitedHealth says it’s going to take several months to determine the full extent of the damage from the attack. The company did say on Monday that there is no evidence that  the charts of doctors or full medical histories of individuals were taken by the thieves.

“We know this attack has caused concern and been disruptive for consumers and providers and we are committed to doing everything possible to help and provide support to anyone who may need it,” Witty said.

Source link: Insurance Journal — https://bit.ly/3UFXGkg